Estate Planning Smarts

Why Buy This Book?

Estate Planning Smarts, by Deborah L. Jacobs, can help educate people before and after they meet with advisers. It can give clients, regardless of their net worth, the background to ask better questions and make them more comfortable addressing a stressful topic. For advisers in estate planning or related fields, the book can be a prelude or a supplement to their work with clients. An annotated Table of Contents phrased in terms of personal or financial goals, helps readers choose the chapters that are relevant to them.

In both design and content, Estate Planning Smarts stands out from other books on this subject by:

To read a sample chapter, click here.