good references for estate planning?
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good references for estate planning?
Now that I'm pretty happy with our investment direction moving forward, I need to tackle the other big hole in my paperwork. Any suggestions about books or authors to study? Even if the ultimate answer is "find a lawyer" I want to go into their office with some knowledge of the terrain. I'm located in the US.
1/n weirdo. US-TSM, US-SCV, Intl-SCV, LTT, STT, GLD (+ a little in MF)
Re: good references for estate planning?
Thanks for the link! Looks promising. I'll start with the freewill (and the health care proxy) this weekend.
I'll check out the book...but most likely just borrow a few books from the library to get and overview of the field and then convince my wife its time to get a lawyer involved.
I'll check out the book...but most likely just borrow a few books from the library to get and overview of the field and then convince my wife its time to get a lawyer involved.
1/n weirdo. US-TSM, US-SCV, Intl-SCV, LTT, STT, GLD (+ a little in MF)
Re: good references for estate planning?
DELETED (double post)
Last edited by joypog on Fri Apr 29, 2022 1:51 pm, edited 1 time in total.
1/n weirdo. US-TSM, US-SCV, Intl-SCV, LTT, STT, GLD (+ a little in MF)
- vnatale
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Re: good references for estate planning?
https://www.nolo.com/
Nolo has been well known and well regarded for decades in supplying information such as you seek. Usually directed at the do-it-yourselfer.
Nolo has been well known and well regarded for decades in supplying information such as you seek. Usually directed at the do-it-yourselfer.
Above provided by: Vinny, who always says: "I only regret that I have but one lap to give to my cats." AND "I'm a more-is-more person."
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Re: good references for estate planning?
Ask on Nextdoor for planner recommendations. Keep us updated.
Re: good references for estate planning?
I bought one of the Nolo books...very good, very dry. :-)
- vnatale
- Executive Member
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- Joined: Fri Apr 12, 2019 8:56 pm
- Location: Massachusetts
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Re: good references for estate planning?
The Dummies series of books are generally excellent and usually make it mandatory that their authors inject humor in the books. However, checking at Amazon it looks like their last estate planning book was nearly 20 years ago --- 2003.
The NOLO books do seem to get the best reviews at Amazon:
https://www.amazon.com/dp/1413326692/?r ... l_huc_item
https://www.amazon.com/dp/1413328407/?r ... l_huc_item
https://www.amazon.com/dp/1413327702/?r ... l_huc_item
There was also one from them directed towards Californians that I did not note above.
Above provided by: Vinny, who always says: "I only regret that I have but one lap to give to my cats." AND "I'm a more-is-more person."