Resources & Links
Reading Resources
If you are looking to educate yourself more before doing any estate planning, I recommend looking into some of these books and authors, or going to this site.
| Estate Planning Basics | Planning with Trusts |
| Planning for Pets | Planning for Same Sex Couples |
| Guidance for Heirs/ Generation Planning | Planning for Special Needs |
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Estate Planning Basics |
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Estate Planning For Dummies by N. Brian Caverly |
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JK Lasser’s New Rules for Estate and Tax Planning by Stewart H. Welch III, Harold Apolinsky and Craig Stephens |
Planning with Trusts |
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Understanding Living Trusts: How You Can Avoid Probate, Save Taxes and Enjoy Peace of Mind by Vickie Schumacher |
Planning for Special Needs |
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The Special Needs Planning Guide: How to Prepare for Every Stage in Your Child’s Life by John W. Nadworny and Cynthia R. Haddad |
Planning for Pets |
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All My Children Wear Fur Coats by Peggy R. Hoyt Our pets are loved family members. We worry about them, just like our children. For all these reasons, and so many more, you should explore all the alternatives for planning for your pet’s future without you and for your future without your pet. |
Planning for Same Sex Couples |
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Estate Planning for Same-Sex Couples by Joan M. Burda |
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Loving Without a License – An Estate Planning Survival Guide for Unmarried Couples and Same Sex Partners Peggy R. Hoyt and Candace M. Pollock |
Guidance for Heirs/ Generation Planning |
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Family Wealth–Keeping It in the Family: How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations by James E. Hughes Jr. |
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Parlay Your IRA into a Family Fortune: 3 EASY STEPS for creating a lifetime supply of tax-deferred, even tax-free, wealth for you and your family by Ed Slott |
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Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values by Roy O. Williams |
