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The Inheritors Handbook: A Definitive Guide For Beneficiaries (Bloomberg Personal Bookshelf
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 to the heart of the complex issues, both financial and emotional, that beneficiaries face. He demonstrates how future heirs can discuss money and wills, choose advisers, manage investments, and much more. Using real-life examples, Rottenberg provides tested solutions to sensitive inheritance issues -- before the time of death, at the time of death, and years later. The Inheritor's Handbook is the only book you'll need to help you manage the difficulties, decisions, and opportunities that come with inheriting.
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 to the heart of the complex issues, both financial and emotional, that beneficiaries face. He demonstrates how future heirs can discuss money and wills, choose advisers, manage investments, and much more. Using real-life examples, Rottenberg provides tested solutions to sensitive inheritance issues -- before the time of death, at the time of death, and years later. The Inheritor's Handbook is the only book you'll need to help you manage the difficulties, decisions, and opportunities that come with inheriting.
240 pages, Paperback
First published November 1, 1998
12 people want to read
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Displaying 1 - 4 of 4 reviews
March 5, 2022
Not exactly what I needed, but a decent read. The printing I have is very outdated though. I wish we could still deduct more than $300 for giving to charities!
April 20, 2016
A solid, informative read.
Good for anyone who is inheriting, may inherit, or even those who are evaluating their pending estate and making plans to pass it on. This book provided good, factual, contextual and directive information to provide a basic framework of education and FYI points to help people plan for what is likely an inevitable event in everyone's life.
While many of the case studies dealt with instances of significant wealth transfer, the preparation, planning and "to do" checklist of actions and suggestions is valid and applicable to any scenario of estate transfer, regardless of size.
In no way does this supplant the need for sound financial and legal advice from experts in the field, but it does provide a nice starting point to point you in the right direction. If you're assessing your own estate plans, and even moreso if you're anticipating the need or opportunity to speak with your parents about THEIR plans, I'd suggest this as an excellent read.
Good for anyone who is inheriting, may inherit, or even those who are evaluating their pending estate and making plans to pass it on. This book provided good, factual, contextual and directive information to provide a basic framework of education and FYI points to help people plan for what is likely an inevitable event in everyone's life.
While many of the case studies dealt with instances of significant wealth transfer, the preparation, planning and "to do" checklist of actions and suggestions is valid and applicable to any scenario of estate transfer, regardless of size.
In no way does this supplant the need for sound financial and legal advice from experts in the field, but it does provide a nice starting point to point you in the right direction. If you're assessing your own estate plans, and even moreso if you're anticipating the need or opportunity to speak with your parents about THEIR plans, I'd suggest this as an excellent read.
February 19, 2009
I really enjoyed this read because of the case stories included from other families. It really helped to call to mind some specific issues that my husband and I are/may have to deal with in future. It enabled us to start the process with my father-in-law, and he was very appreciative. It's such a difficult subject to talk about, and everyone should have a heads-up on caregiving/beneficiary issues.
December 21, 2009
Excellent and useful tool.
Answered lots of questions and gave
huge amounts of significant information.
Highly recommended
Answered lots of questions and gave
huge amounts of significant information.
Highly recommended
Displaying 1 - 4 of 4 reviews