It's so important to plan ahead for your loved ones - and with The Busy Family's Guide to Estate Planning, you can do so easily and with confidence.
The book outlines 10 simple steps to take. Just tackle one step every month, and soon you can cross estate planning off your to-do list -- and have peace of mind knowing you've looked after your family.
Author Liza Weiman Hanks, a lawyer and a parent, gives you practical guidance about what's crucial to do now and what can wait. The Busy Family's Guide to Estate Planning will help you:
write your will
determine how much life insurance your family needs
figure out whether you need a living trust
learn about powers of attorney
work with a lawyer, if you need to
The CD-ROM provides 15 easy-to-use forms including a simple will and worksheets that will help you get organized, make important decisions and track your progress. Also, an audio interview with the author will answer questions you may have about wills and estate planning.
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Customer Reviews
A great little estate planning guide for young couples with children who have not yet become adults.
Review Date: September 29, 2007
Reviewer: ExecutorCoach.com, Princeton, NJ USA
I thought this book was wonderful. It clearly has a target audience of young couples who have children that could possibly be left parentless before becoming adults. The information contained in this book is right on target.
It starts out providing the reader with the ins and outs of guardianship. It discusses just about everything a young couple must know and consider when drafting a will that will direct the probate judge to appoint someone to look after the decedents' minor children.
The book also covers what a young couple must do in order to plan for the financial support of their minor children should the couple pass away prior to their kids reaching majority age. The book presents this material in a very clear and straightforward way.
Also covered are wills, living trusts, life insurance, and a few other general estate planning topics. There are some nice forms included on a CD that comes with the book. And there are also some audio files on the companion CD. I didn't listen to them, but I suspect they might be helpful to a young couple who needs to take the instruction offered by this book. 5 stars!
Practical, Easy-to-follow Guide
Review Date: September 8, 2007
Reviewer: Valerie Atkinson Brown, Kyle, Texas USA
The Busy Family's Guide to Estate Planning answers the most basic questions about estates. The text highlights 'tips' and features 'resouces'. Also neatly laid out charts and graphs help the reader to organize thoughts on specific topics - such as wills. For example, a Will Worksheet goes through each step of creating a will.
In addition, neat checklists help the reader organize paperwork and critical information. A bonus CD includes forms and worksheets.
Overall, this is a no-fuss guide with a wealth of information.
Valerie Atkinson Brown
International Thomson Publishing
How to PROTECT your CHILDREN
Review Date: March 14, 2009
Reviewer: Jay Stevenson, New Franklin, MO
There are a lot of very good Estate Planning books out on the marketplace. But what I like about this book is that it looks all the legal devices you can use for estate planning (e.g., wills, trusts, living trusts, durable power of attorney, et al), as well as periphery instruments (like life insurance, 401K plans, et al), in PLANNING YOUR ESTATE to care for minor children. It provides a plan of 10 steps to get your act together.
IF you ARE A YOUNG PARENT(s) WITH MINOR CHILDREN, then this book is a MUST READ to help plan your estate in case of the ultimate tragedy.
A pick for libraries strong in family patrons and business
Review Date: September 2, 2007
Reviewer: Midwest Book Review, Oregon, WI USA
Attorney Liz Weiman Hanks' THE BUSY FAMILY'S GUIDE TO ESTATE PLANNING: 10 STEPS TO PEACE OF MIND is a pick for libraries strong in family patrons and business: it covers basic estate planning for families, from choosing a guardian for children and determining how much life insurance a family needs to learning about powers of attorney and working with a lawyer. An accompanying cd-rom holds fifteen forms, including a simple will, and worksheets to track decisions and progress.
Excellent resource
Review Date: November 28, 2008
Reviewer: S. Rosek,
This book was easy to understand, gave me the detail I needed in a short format and answered a lot of questions I had on trusts. I recommended it to all my married children and bought a copy for my sister, as she is in the midst of estate planning. For those do-it-yourself individuals, the CD with multiple forms will be very valuable.
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