An A-Z book (from the basics to advanced planning) on estate planning by two estate planning tax attorneys with over 50 years of combined experience as estate planners. Also find out whether you even need an attorney for some of the planning you may need to consider. Finally, find out the secret to using estate planning attorneys more efficiently.
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Understanding legal aspects of estate planning
Yes, great guide for estate planning
simple language to clarify legal terms
attention to detail
End of Lawyers
required reading for those engaging in estate panning
Talis Advisors endorses this book!
It is the best book in the area of estate planning that I have read to date.
Jamie Hargrove and his partner, Roger Maden, provide practical and invaluable advice about estate planning and how best to protect one's estate.
I enjoyed the insight on the ways to avoid probate.
Each chapter provided excellent planning strategies that I can use to apply to my clients at Talis Advisors.
As a Registered Investment Advisory firm, Talis Advisors believes in putting our client's best interests first, so it is refreshing to see a book that provides the wide range of knowledge needed to easily navigate the complex world of estate planning.
- Bob Lamse - Talis Advisors