Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get Your Ducks in a Row

Putting off planning your estate? Don’t know where to start?

This simple-yet-comprehensive guide provides everything you need to know (in plain English) to secure your future – and your family’s. Updated for 2020 with a complete description of the new IRA rules under the SECURE Act.

“Makes complex issues understandable.”

“Written to explain the intricacies of estate planning and managing last stage of life issues. Makes a challenging subject understandable in clear, jargon-free language. Most articles I’ve read leave me as confused at the end as I was at the beginning. This is a step-by-step explanation of how to deal with life stage planning. Down-to-earth, clearly written, and sometimes humorous. Really a terrific book!!

posted by “Fore!” on Amazon

Sample Chapters from the Book

This book takes you through the estate planning process step by step.

Whether you’re currently creating a plan, getting ready to start, or looking for an explanation of documents you’ve already signed, ‘Get Your Ducks in a Row: The Baby Boomers’ Guide to Estate Planning’ will provide the information you need, including:

  • Answers to the most common estate planning questions
  • Common estate planning terms, demystified
  • The Five (or Six or Seven) Essential Documents everyone over 55 needs (and how to fill them out)
  • Description of the new SECURE Act and how it may change your planning.
  • An overview of more complex estate planning scenarios
  • Help deciding when it’s time to consult an attorney
  • And more…

Featuring practical advice and easy-to-follow examples gleaned from the author’s 30-plus years of experience in elder law and estate planning, Get Your Ducks in a Row: The Baby Boomers’ Guide to Estate Planning will help you take control, make a plan, and ensure your family—and yourself—a secure and comfortable future.

Book Contents

Part 1: The Five (or Six or Seven) Essential Documents

Chapter 1: Durable Power of Attorney
Chapter 2: Health Care Directives
Chapter 3: HIPAA Release
Chapter 4: Wills
Chapter 5 Revocable Trust
Chapter 6: “Bonus” Essentials

Part 2: Special Situations in Estate Planning

Chapter 7: Estate and Gift Taxes
Chapter 8: Long-Term Care
Chapter 9: Special Needs
Chapter 10: Second Marriages or Relationships and Non-Traditional Families
Chapter 11: Retirement Plans
Chapter 12: Asset Protection
Chapter 13: Vacation Homes
Chapter 14: Non-U.S. Citizens
Chapter 15: Property in Other Countries
Chapter 16: Pets
Chapter 17: Charitable Giving
Chapter 18: Intergenerational Living
Chapter 19: Financial Planning
Chapter 20: Life Insurance
Chapter 21: Steps for the Next Generation

Part 3: Creating a Plan

Chapter 22: Do You Need an Attorney?
Chapter 23: Finding the Right Attorney
Chapter 24: Online DIY Options
Chapter 25: Worksheets and Forms
Chapter 26: What to Do with Your Documents
Chapter 27: Reviewing and Updating Your Plan

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