Today’s baby boomers and retirees have amassed an unprecedented level of wealth. They will have a unique opportunity to retire in comfort, and provide for their family members and favorite charities. Yet, while these individuals may be skilled at handling their investments, chances are they have not paid adequate attention to preparing their estate plans.
J. K. Lasser’s Estate Planning for Baby Boomers and Retirees is a comprehensive guide to estate planning. It addresses the most important wealth preservation issues for baby boomers and retirees in one easy-to-use reference. In three main sections, nationally recognized financial adviser, Stewart H. Welch III, leads baby boomers and retirees through the process of understanding estate planning fundamentals, using trusts, and developing multigenerational estate transfer strategies.