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Provide & Protect
You are about to start a journey that will have great importance to you and your family. You will learn how to pass benefits to children, grandchildren, nephews, nieces and other family members in ways that are truly helpful...
276 pages, Paperback
Published January 1, 2010
2 people want to read
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February 24, 2022
A good starter book to gift planning. Easily digestible with short ‘chapters’ of just a few pages on each topic that can be read and thought about and processed, and reread quickly if it doesn’t quite sink in. Down side to the book - it’s a bit outdated, as with any financial book, tax laws have changed in the past 5 years so not everything is as applicable as when written. Also, the website doesn’t seem to work, which again as access to online changes so do books that promote some of their online features. It also tends to get a bit repetitive in the last 1/4 of the book and probably should be shortened if future versions are written.
Displaying 1 of 1 review