Estate Planning (in Plain English)
Leonard D. DuBoff, Amanda Bryan
- 336 Pages
- April 7, 2020
- ISBN: 9781621537274
Description
"An invaluable tool to help you collect the information your attorney needs." —Michael Cragun, Utah State Tax Commissioner
An Accessible Guide to Estate Planning
With Estate Planning (in Plain English)®, readers will learn to comprehend the legal jargon and navigate the complex rules involved in preparing one’s estate. The authors provide clear information and cite actual cases to help readers approach the process with the confidence and knowledge they need to make the best decisions for their heirs. Chapters discuss important topics such as:
- Estate plans, wills, and a variety of trusts
- Guardians, powers of attorney, advance directives, and other essential documents
- Life insurance
- Digital assets
- Gifts
- Tax considerations
- Avoiding probate
- Identifying and caring for estate property
- Settling business assets
- Finding a lawyer
Authors
Leonard DuBoff is the founder of the DuBoff Law Group, PC. He graduated magna cum laude from Hofstra University with a degree in engineering and summa cum laude from Brooklyn Law School, where he was the research editor of the Brooklyn Law Review. He was a professor of law for almost a quarter of a century, teaching first at Stanford Law School and then at Lewis & Clark Law School. He resides in Portland, Oregon.
Amanda Bryan is a practicing lawyer representing clients from all over the world specializing in intellectual property including copyright, trademark and related subjects. She received her master’s degree in writing with an emphasis in book publishing from Portland State University. She graduated magna cum laude from Lewis & Clark Law School with a certificate in intellectual property law. She resides in Portland, Oregon.
Amanda Bryan is a practicing lawyer representing clients from all over the world specializing in intellectual property including copyright, trademark and related subjects. She received her master’s degree in writing with an emphasis in book publishing from Portland State University. She graduated magna cum laude from Lewis & Clark Law School with a certificate in intellectual property law. She resides in Portland, Oregon.
Reviews
“Estate Planning (in Plain English)® is an invaluable tool to help you collect the information your attorney needs to prepare your estate plan and to help your family put your plan into action. I strongly recommend that you add this book to your library.” —Michael Cragun, Utah State Tax Commissioner
“When the time for transitioning to the Great Beyond approaches, more than one half of all Americans follow in the shadows of actor James Dean, business mogul Howard Hughes, and President Abraham Lincoln and perish without a will, leaving a mess for others to sort. It is better for your loved ones if you read DuBoff and Bryan’s Estate Planning (in Plain English)® and organize your estate so that others don’t have to. This treasure of a book, written in language for the lay audience, even explains how to dispose of your digital assets. Buy this book and start happily planning your estate!” —Sherri Burr, coauthor of Wills and Trusts in a Nutshell
“In my tradition, money is considered neither evil nor good. What matters is how one gets it and how one uses it. As always, we have an obligation to be responsible and thoughtful stewards of the resources with which we are entrusted. Estate Planning (in Plain English)® is an indispensable guide to doing just that. It will prove very useful to those of us who wish to put our affairs in order and thus spare those we love an unnecessary burden.” —Rabbi David Kosak
“Having an up-to-date estate plan is one of the greatest gifts you can give your loved ones. Without one, you leave unintended burdens and potentially divisive pain for those you love and have left behind. Estate Planning (in Plain English)® offers a practical road map for addressing all the issues in developing a solid estate plan, from the simplest estate with few assets to consideration of more complex matters that need to be addressed.” —Dan Schutte, composer-in-residence, University of San Francisco
“Death is certain, and disability is likely. Unfortunately, the majority of individuals plan for neither. In Estate Planning (in Plain English)®, experienced practitioners Leonard D. DuBoff, and Amanda Bryan provide expert guidance in layperson-friendly language on the multitude of reasons everyone needs an estate plan so that their wishes and desires are followed. Then, they succinctly explain the basic techniques available to carry out their intent. I am confident readers of this book will be motived to take action to make the inevitable transition more palatable for themselves, their family members, and their friends.” —Gerry Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law
“There is no doubt that when one is caught up in the never-ending wave of a wide range of emotions upon the news and reality of a loved one’s death, dealing with the practical parts of a loved one’s passing is made more complicated and overwhelming. A sense of loss brings a family and gathering of friends into a strange new land, where there is no ready guide for understanding our next step on the journey of life. That’s why it is incredibly helpful to have one part of the ‘next step’ of life’s pilgrimage figured out before the loss of a loved one’s life. Estate Planning (in Plain English)® does just that: it provides an incredibly helpful, easy-to-read road map for what to do, today, before a loved one's death.” —Rev. Dr. Brett Webb-Mitchell, ordained Presbyterian pastor
“When the time for transitioning to the Great Beyond approaches, more than one half of all Americans follow in the shadows of actor James Dean, business mogul Howard Hughes, and President Abraham Lincoln and perish without a will, leaving a mess for others to sort. It is better for your loved ones if you read DuBoff and Bryan’s Estate Planning (in Plain English)® and organize your estate so that others don’t have to. This treasure of a book, written in language for the lay audience, even explains how to dispose of your digital assets. Buy this book and start happily planning your estate!” —Sherri Burr, coauthor of Wills and Trusts in a Nutshell
“In my tradition, money is considered neither evil nor good. What matters is how one gets it and how one uses it. As always, we have an obligation to be responsible and thoughtful stewards of the resources with which we are entrusted. Estate Planning (in Plain English)® is an indispensable guide to doing just that. It will prove very useful to those of us who wish to put our affairs in order and thus spare those we love an unnecessary burden.” —Rabbi David Kosak
“Having an up-to-date estate plan is one of the greatest gifts you can give your loved ones. Without one, you leave unintended burdens and potentially divisive pain for those you love and have left behind. Estate Planning (in Plain English)® offers a practical road map for addressing all the issues in developing a solid estate plan, from the simplest estate with few assets to consideration of more complex matters that need to be addressed.” —Dan Schutte, composer-in-residence, University of San Francisco
“Death is certain, and disability is likely. Unfortunately, the majority of individuals plan for neither. In Estate Planning (in Plain English)®, experienced practitioners Leonard D. DuBoff, and Amanda Bryan provide expert guidance in layperson-friendly language on the multitude of reasons everyone needs an estate plan so that their wishes and desires are followed. Then, they succinctly explain the basic techniques available to carry out their intent. I am confident readers of this book will be motived to take action to make the inevitable transition more palatable for themselves, their family members, and their friends.” —Gerry Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law
“There is no doubt that when one is caught up in the never-ending wave of a wide range of emotions upon the news and reality of a loved one’s death, dealing with the practical parts of a loved one’s passing is made more complicated and overwhelming. A sense of loss brings a family and gathering of friends into a strange new land, where there is no ready guide for understanding our next step on the journey of life. That’s why it is incredibly helpful to have one part of the ‘next step’ of life’s pilgrimage figured out before the loss of a loved one’s life. Estate Planning (in Plain English)® does just that: it provides an incredibly helpful, easy-to-read road map for what to do, today, before a loved one's death.” —Rev. Dr. Brett Webb-Mitchell, ordained Presbyterian pastor