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J.K. Lasser's Estate Planning for Baby Boomers and Retirees : A Comprehensive Guide to Estate Planning

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Title: J.K. Lasser's Estate Planning for Baby Boomers and Retirees : A Comprehensive Guide to Estate Planning
by Stuart H. Welch, Stewart H., III Welch, JK Lasser and Company
ISBN: 0-02-862529-3
Publisher: J.K. Lasser
Pub. Date: November, 1998
Format: Paperback
Volumes: 1
List Price(USD): $15.95
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Average Customer Rating: 5 (5 reviews)

Customer Reviews

Rating: 5
Summary: Good overview of estate planning
Comment: Easy to read and to learn basics of estate planning. Particularly liked the graphical examples showing the flow of money with different type of trusts used. I have read other estate planning books, and the graphical method was the easiest to grasp versus just written text examples (the old saying "a picture is worth a thousand words"). Great book to learn the basics.

Rating: 5
Summary: Best basic estate/retirement planning book I've seen.
Comment: Though I had the honor of reviewing this book before it was published, I can say it is an outstanding resource for those looking toward retirement and estate planning. Stewart Welch takes a complicated and very important subject and boils it down into understandable bites of information. The book provides the reader with explanations of various estate planning and retirement planning ideas, analyzes the applicability to the individual situation and leaves the reader with sufficient information to make an informed decision. Congratulations Stewart.

Rating: 5
Summary: Excellent summary of general and specific "tools" to apply
Comment: Outstanding information that gives just enough detail to guide you through each of the "tools" that can be used for estate planning, without boring you to death with examples. You won't learn the exact how-to details, but the author suggests how to take the next steps, whether it be wills, trusts, or more elaborate schemes such as off-shore accounts. See NoLo Press for cheap do-it-yourself will and trust software.

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