by Patti, S. Spencer
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Product Description
Your Estate Matters, is a book which has grown out of my weekly newspaper column. It answers, in a no-nonsense way, questions about the estate planning, taxation, estate settlement and financial issues faced by most ordinary Americans. It is not written for lawyers and accountants. It is written for average people who want to better understand their financial options and better understand what their financial advisors are trying to say. Your Estate Matters sets out to demystify confusing legal terms, describe planning techniques and offer practical down-to-earth explanations about the complicated ins and outs of estate planning and estate administration. It also includes other information that affects every family's life and pocketbook: income tax, living wills, trusts, pre-nuptial agreements, college savings, and retirement planning. The information is useful to retirees, business people, and children of aging parents as well as those planning their own estates.
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Average Customer Review:
13 of 14 people found the following review helpful:
Highly Recommended Lifetime Guide on How to Prepare, Preserve and Protect Your Estate Matters, 2005-08-22
Patti Spencer, Esquire, is widely recognized as an authority on estate planning matters. She has written a weekly column in the Lancaster Intelligencer Journal, "Taxing Matters" since 1999. Her book, "YOUR ESTATE MATTERS" grew out of those weekly columns. Patti is known for her "down to earth" conversational style and for using humor in presenting what most times is a dry and dull subject. Patti presents very valuable information and advice which will enable the reader to greatly incerease their knowledge on the subject. The book is easy to read and helps debunk many myths about estate planning, including the one about: if you don't have a will, the state gets everything." This book is the one resource I have found that provides practical and understandable advice and reasonings regarding estate matters. Patti has really hit a home run with this book. It is a must read for anyone, from an individual, a retiree, a business person or anyone who is getting prepared to address their estate matters. In 35 years of professional life, this is one of those valuable resources that has the potential to have a profound impact on changing the way people think about the subject of estate planning. I highly recommennd this book and will be sure that my business clients, especially those with family owned businesses, get this book and read it cover to cover. It should become a part of every business owner's business survival kit and everyone's personal library.
J. Glenn Ebersole, Jr., Founder & Chief Executive, J. G. Ebersole Associates and The Renaissance Group (TM), and author of "Glenn's Guiding Lines - Thoughts From Your Strategic Thinking Coach" Newsletter.
5 of 7 people found the following review helpful:
good organization of estate planning topics, 2005-08-04
The columns are interesting in themselves, but are much more searchable with an index and grouping by subject, starting from planning early in life, then progressing through changing needds at marraige, parenthood, retirment, and estate settlement. This is a great guide for learning about transfer of wealth and how the government is a party to it. The quotations at the beginning of some topics are a nice opeing statement to get you thinking philosophically about a subject, or just to give you a chuckle while reading an otherwise dry subject.
5 of 6 people found the following review helpful:
Helpful and Humorous, 2005-08-03
I was thrilled to find that someone finally wrote a resouce book that I can understand that answers my financial and estate planning questions! The author's sense of humor actually turned dull topics into fun reading. I recommend this book for anyone planning to see an attorney for a will or estate settlement. You'll be well prepared.
11 of 12 people found the following review helpful:
Highly Recommended, 2005-07-28
If you just came back from your lawyer and are having trouble understanding the difference between a living trust and a living will, this is the book for you! My dad used to tell me that you don't really understand something unless you can explain it to someone else. Patti can explain complex concepts like charitable trusts, remainder interests, and applicable exclusion amounts so that anyone can understand them. I particularly enjoyed the section on Estate Planning for the Family Business which included helpful discussions of how to plan for the business after the owner's retirement.
10 of 11 people found the following review helpful:
Understandable and readable, 2005-07-25
Your Estate Matters is a great introduction to the whole topic of estate planning. I started reading this with little or no knowledge regarding any of the topics...trusts, estate plans, tax strategies, etc. I feel that I now have a good, basic understanding of them. This book is accessible to all, even the non-experts, but does not talk down to the reader in any way.
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