My book is designed to educate the reader and get them organized so that an effective estate plan can be drafted and properly executed. It is also a powerful tool for legal firms to use so that a proper Will and Power of Attorneys are appointed. The section on "The duties of an executor" is a valuable tool that should be kept with your Will so that your executor can properly carry out their responsibilities. It's a fact that you can't take it with you, but you certainly don't want to give it to the taxman. The book is designed to identify estate-planning opportunities that will minimize taxes and maximize your heir's entitlement.
To properly develop an Estate Plan:
You have to be organized.
You have to be current.
You have to identify any shortfalls.
You have to set priorities.
- You have to have an understanding of what you have in place today.
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