Estate Planning Books to Get You Started with Your Family Protection Plan

Many people believe that estate planning is something that can be done later in life, such as retirement planning. However, it is important for everyone to plan ahead – especially if you have children.

Sometimes it can be difficult to wrap your head around what needs to be done to make an estate plan come together, here are some estate planning books that can help you start the process of discovering how to protect your family and assets.

Beyond the Grave: The Right Way and the Wrong Way of Leaving Money to Your Children

By: Jeffrey Condon

This book was written by an attorney who has several decades of experience practicing estate law. It is a comprehensive guide that explains the basics of estate planning and strategies that can be used to minimize the tax liabilities for the heirs of the estate.

Wear Clean Underwear!: A Fast, Fun, Friendly and Essential Guide to Legal Planning for Busy Parents

By: Alexis Martin Neely

This book outlines the importance of being prepared in advance and how parents can save their children from paying excessive estate taxes or suffering through a long and drawn out probate process.

8 Ways to Avoid Probate

By: Mary RandolphThe

The legal process to validate the deceased person’s will could take months and sometimes even years. This book outlines different strategies about how an estate owner can transfer assets to their beneficiaries without having to go through the probate process.

Estate and Trust Administration for Dummies

By: Margaret Atkins Munro and Kathryn A. Murphy

This book is a favorite for people of all ages because it is easy to understand. It talks about how to take care of a loved one’s estate if they died without leaving a will.

Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors and Trust Creators

By: Hartley Goldstone, James Hughes and Keith Whitaker

The authors of this book outline the importance of creating trusts to minimize the estate taxes and prevent creditors from seizing certain assets of the deceased.

Get It Together: Organize Your Records So Your Family Won’t Have To …

By: Melanie Cullen

This book offers a detailed step by step process about how to gather records and important documents for future use. It outlines how to safely store all digital passwords so that the deceased person’s loved ones can use them when needed.

Consult an Estate Planning Attorney

These estate planning books are great! In fact, we recommend Wear Clean Underwear so much that we recommend it to all our clients.  Check it out!

The one thing you’ll find in common with these estate planning books is the partnership you need to cultivate with an experienced estate planning lawyer.

Please reach out to us if you need help getting started.

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