Get Your Ducks in a Row: The Baby Boomers Guide to Estate Planning – 2020 EDITION

by Harry S. Margolis

NEWLY UPDATED 2020 EDITION - INCLUDES SECURE ACT INFO If you’re over 55, you probably know you need an estate plan. What you might not know is how to create one. Questions about cost, confusion about options, and difficulty talking about subjects like disability and death can make the process of preparing for the future seem overwhelming. That’s probably why most people put it off—even though the results of doing nothing can sometimes be devastating. What you need is a guide that explains the process clearly and comprehensively, in terms you can understand and actually use. Get Your Ducks in a The Baby Boomers Guide to Estate Planning tells you everything you ever wanted (or perhaps never wanted) about estate planning. Written by elder law and estate planning expert Attorney Harry S. Margolis, Get Your Ducks in a The Baby Boomers Guide to Estate Planning takes you through the estate planning process step by step. Whether you’re currently creating a plan, getting ready to start, or looking for an explanation of documents you’ve already signed, this book will provide the information you need, Featuring practical advice and easy-to-follow examples gleaned from the author’s 30-plus years of experience in elder law and estate planning, Get Your Ducks in a The Baby Boomers Guide to Estate Planning will help you take control, make a plan, and ensure your family—and yourself—a secure and comfortable future.

382 pages, Paperback

Published March 10, 2020

Reviews

[Mike · Rating 4 out of 5]

This is a good reference book on planning, although it didn't get me to change anything. If you have a spouse, no minor children, no disabled children and all your assets are in joint accounts, you can do OK without all the planning, trusts and lawyers that this book recommends. It is an interesting read if you like stories of what can (rarely) go spectacularly wrong in estate planning. There is a lot of information on how to get Medicaid to pay for your long term nursing care (and all the steps that Medicaid will take to make sure you don't take advantage of loopholes), which will convince you the world is way too complicated.

[Michael · Rating 5 out of 5]

Very good, clear, comprehensive coverage of pretty complex stuff. Will be a useful resource for a book I plan to write!

[John Criswell · Rating 5 out of 5]

Good guide to all the instructions one should include in their estate plan binder. One's executor will greatly appreciate what is included in one of these binders.

[Molly · Rating 3 out of 5]

Good but the information changes so quickly these days that you need to use this as a primer to help you have a better conversation with a professional.

[Jill Manzo · Rating 4 out of 5]

This was a really good next Martini Club novel. It was fast paced and left the reader wondering who the guilty party was until the very end.