Estate Planning - The Basics: Step by Step Planning Your Estate - Paperback

by Neil Bryan (Author)

NEW REVISED 2023 EDITION WITH NEW SOFTWARE TO DOWNLOAD

Estate planning isn't about paperwork. It's about making things easier for the people you care about.

This book walks you through the estate-planning process in a clear, organized, and non-intimidating way-so your wishes are understood, your assets are handled properly, and your heirs are spared unnecessary stress, confusion, and expense.

Rather than overwhelming you with legal language, this guide focuses on preparation: what to think through, what decisions must be made, and how to arrive at an estate attorney's office fully organized and ready.

This book will help you understand and prepare every major part of an effective estate plan, including:

• What it really means to "get your estate ready" so it is easier-and less costly-for your heirs

• The essential items every estate plan should include, explained clearly and in plain language

• The key components of an estate plan you should consider for your own situation

• The important decisions you'll need to make before your plan can be finalized

• The different methods for transferring assets to your heirs, including options that can begin before your death

• Exactly what information and documents to bring to a qualified estate attorney, so your plan can be completed efficiently and with minimal back-and-forth

The goal is simple: do the thinking and organizing now, so your heirs don't have to do it later.

This revised second edition includes access to the Estate Planning System, a new downloadable software tool designed to help you organize your estate planning information in one place.

The software is compatible with:

• Microsoft Excel

• Google Sheets

• LibreOffice

You can use the software alongside the book-or ignore it entirely. The system works either way.

Estate planning, done right, is a final act of responsibility and care. This book helps you approach it calmly, thoroughly, and on your own terms-before it ever becomes urgent.