Women are the fastest growing economic demographic in the world, making the need to plan for retirement and wealth transfer an absolute must for every woman. This book provides a stepwise guide designed just for women to develop a solid understanding of estate planning.
As estate planning is a path rather than a destination, these nine steps can aid every woman in her journey toward retirement and estate planning. From explaining probate, and the difference between probate and non-probate assets, to joint ownership, to trust establishment, management and settlement, to retirement planning and charitable estate planning, to living wills and dealing with incapacity, readers will get easy explanations and clear guidance on normally difficult concepts.
The information and strategies set out here in the pages of this book will help every woman in assessing her goals and creating a plan that works for her situation and life circumstances, both during her lifetime and in her estate plan - setting her on a path to achieve Estate Planning Success Just for Women.
ISBN : 978-1-80074-662-6
Pages : 250
Size : 205x140
Imprint : Olympia Publishers
All four authors hold law degrees and practice law in the area of trusts and estate planning. Lynne Marie Kohm is a law professor at Regent University School of Law in Virginia Beach, VA. Mark L. James is a lawyer and author in Lancaster, PA, Amy B. Heidmann is a legal professional in Orlando, FL, and Jeffrey P. Ouellet is an estate tax attorney in Lancaster, PA. Each has experienced estate planning issues with family and clients alike, and seen the peace of mind that follows the steps and principles set out in this book.