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  #1  
Old 02-16-2007, 03:43 PM
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Estate planning?

Any of you lawyers have a recommendation for a good succinct, clearly-written (easy for us non-legal types to understand) book on estate planning? I need to rewrite my will and would like to understand all of the issues fairly well before going to see a lawyer.

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Old 02-16-2007, 06:35 PM
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Quote:
Originally Posted by Dee8go View Post
Any of you lawyers have a recommendation for a good succinct, clearly-written (easy for us non-legal types to understand) book on estate planning? I need to rewrite my will and would like to understand all of the issues fairly well before going to see a lawyer.
I don't know of a good book off-hand, but you really need a living trust, which your will is a part of.
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Old 02-16-2007, 10:05 PM
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I know about that. I'm looking for more detailed information on protecting assets from a variety of dangers as well as passing of them to heirs.
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" The market, like the Lord, helps those who help themselves. But, unlike the Lord, the market does not forgive those who know not what they do."- Warren Buffett

OBK #55

1998 Lincoln Continental - Sold
Max 1984 300TD 285,000 miles - Sold
The Dee8gonator 1987 560SEC 196,000 miles - Sold
Orgasmatron - 2006 CLS500 90,000 miles
2002 C320 Wagon 122,000 miles
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  #4  
Old 02-17-2007, 12:57 AM
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I hate to say it but talk to a lawyer. If you want specifics books usualy can't do that because every state is different.
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Old 02-17-2007, 06:51 AM
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This lawyer has written three books on CA estate matters & seems to be credentialed.
I am sure there are others.

http://www.mbscott.com/
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  #6  
Old 02-17-2007, 08:54 AM
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Find a good attorney experienced in elder care and/or living trusts,set up a living trust,health care proxy and other picture postcards.Mine cost $3,500.00 when all said and done,dirt cheap by today's standards.

I know the temptation to save money by doing it one's self but this matter,in my humble opinion carried more weight with a politically connected professional.

Do your research well,athough an HONEST attorney will generally steer you right and avoid trying to sell you unnecessary *****.

When I shuffle off this mortal coil it's all in trust for my daughter,with my wife and brother in law as administrators......could be next week,could be 40 years.
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Old 02-18-2007, 11:14 AM
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Thanks for your suggestions.

I wasn't intending to try and "Do it myself." I'm looking for information to better prepare myself for talking to an attorney. I find I get a lot more out of such experiences when I have prepared myself with at least a cursory understanding of the issues, terminolgy, etc.

I've already done this in the past, but it was a number of years ago and some of the laws that impact estate planning have changed. Also, I've forgotten a lot of the things I learned the last time I looked into this.
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" The market, like the Lord, helps those who help themselves. But, unlike the Lord, the market does not forgive those who know not what they do."- Warren Buffett

OBK #55

1998 Lincoln Continental - Sold
Max 1984 300TD 285,000 miles - Sold
The Dee8gonator 1987 560SEC 196,000 miles - Sold
Orgasmatron - 2006 CLS500 90,000 miles
2002 C320 Wagon 122,000 miles
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Old 02-18-2007, 11:28 AM
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I agree - if you're going to lawyer anyway, then just get it done. Pick a good one; it's not complicated work.

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