The Inheritors Handbook: A Definitive Guide for Beneficiaries

by Dan Rottenberg

Book Overview

THE ONLY GUIDE YOU'LL NEED TO WISELY MANAGE YOUR INHERITANCE AND MAKE IT GROW FOR FUTURE GENERATIONS...
You're not alone. Sixty million Americans stand to be on the receiving end of an inheritance in the coming years. Planning is crucial if you hope to preserve your windfall, save on taxes, and avoid family squabbles. In The Inheritor's Handbook, expert Dan Rottenberg offers a comprehensive guide through the inheritance process that gets...

• Format: Paperback
• Language: English
• ISBN: 068486908X
• ISBN13: 9780684869087
• Release Date: May 2000
• Publisher: Touchstone Books
• Length: 240 Pages
• Weight: 0.55 lbs.
• Dimensions: 0.6" x 5.5" x 8.5"

Customer Reviews

Rare find.

Most books on estates and trusts are simply clueless in dealing with anything except for numbers and laws, as seen from the perspective of someone setting up a trust.This book views the subject as a set of human issues, from the perspective of a trust beneficiary.Though there are no other books on this subject matter to compare this one with, I thought that it did the job well.

Good presentation of "Plus's & Negatives" of alternatives

This book is very well written and organized without being "over legal." My recently deceased Father, who was an attorney speciallizing in Estate Law, always down-played Trusts (although he set one up for himself.) From this writing, I now see why they are not for everyone. I plan to purchase a copy for each of my siblings, as our Mother ages, to keep us on the same "wavelength."

A very good book!

As a potential beneficiary, I found this to be a very helpful and very readable primer on estate planning, the legal issues, and the emotional fallout that can occur as a result of inheritances. The advice given is all good. The appendices and lists of other contacts are very good. I was disappointed, however, that the author did not include any discussion on: the importance of titling of assets to aid in the estate planning; and how election of beneficiaries for insurance policies, retirement accounts, trusts, and financial accounts can affect the estate plan.

An excellent book for all people who may inheret someday.

This book is well-written and is split into sections for persons who may inheret, persons who's loved ones have died, and persons who have already inhereted. It discusses how to approach parents to determine what plans they have made, and what to do if they do not want to discuss their plans. It explains what a person should do in setting up "his" own estate, and discussing it with children. It lists a large number of resources (support groups, financial, philanthropic, and psychological advisors, and extensive printed materials). If you plan to leave money to anyone, or any entity, this is a good book to read.