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Your Estate Matters: Gifts, Estates, Wills, Trusts, Taxes and Other Estate Planning Issues, by Patti S. Spencer
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Patti Spencer has learned everything there is to know on this subject and has written down a good bit of it in this book. This is a tremendous help to individuals as they try to sort out their estate and tax planning needs - Matthew J. Creme, Jr. Partner at Nikolaus & Hohenadel LLP, Former President of the PA Bar Association "When it comes to estate planning and tax law, there's simply no one better than Patti Spencer. She demystifies estate planning in a way that is accessible for all. Known for her no nonsense style and humor, this book is a must-have for anyone making their estate plans or just trying to understand the process" - Samuel Bressi, President & CEO of Lancaster County Community Foundation "I have read Patti Spencer's newspaper column on a weekly basis for several years now, and never tire of learning more about estate planning and tax law. Patti manages to take complicated issues and reduce them to their simplest form" - David Griffith, Former Business Editor at Intelligencer Journal We don't intend to neglect our estate and financial plans, but it is so easy to be overwhelmed with conflicting financial advice. Your Estate Matters will bring clarity to those pesky, rapidly changing tax laws and will provide you with the accurate information you need to properly manage your estate. Your Estate Matters offers a practical down-to-earth approach that explains the ins and outs of estate planning, tax savings, and other issues that directly affect your family's pocketbook: income tax, living wills, trusts, prenuptial agreements, college savings, and retirement planning. If you want to stay ahead of the curve, are ready to plan your own estate, have aging parents, or have recently retired, this is the book you need to read.
- Sales Rank: #302967 in Books
- Published on: 2015-01-13
- Released on: 2015-01-13
- Original language: English
- Number of items: 1
- Dimensions: 9.00" h x 1.44" w x 6.00" l, 1.70 pounds
- Binding: Paperback
- 574 pages
About the Author
Patti S. Spencer, Esq, is widely recognized as a preeminent estate planning attorney and is the founder and owner of Spencer Law Firm LLC (SLF) in Lancaster, PA. In her 35 years of practicing law, she has assisted both clients and other professionals with estate planning, probate, taxation, expert witness case work, and closely held business issues such as fiduciary income tax, business succession planning, and corporate tax planning. Spencer is a peer-nominated fellow of the American College of Trust and Estate Counsel (ACTEC) and has been a super lawyer for six years, placing her in the top five percent of state-wide lawyers. Spencer graduated summa cum laude from Dickinson College and received her J.D. and LL.M. in Taxation from Boston University School of Law. For 12 years Spencer has written a weekly column called Taxing Matters for the business section of the Lancaster Intelligencer New Era, the primary area newspaper. In addition, Data Trace publishes Spencer's two-volume loose leaf Pennsylvania Estate Planning, Wills and Trusts Library Forms and Practice Manual, which is updated annually with a supplement.
Most helpful customer reviews
14 of 15 people found the following review helpful.
Highly Recommended
By D. Feldman
If you just came back from your lawyer and are having trouble understanding the difference between a living trust and a living will, this is the book for you! My dad used to tell me that you don't really understand something unless you can explain it to someone else. Patti can explain complex concepts like charitable trusts, remainder interests, and applicable exclusion amounts so that anyone can understand them. I particularly enjoyed the section on Estate Planning for the Family Business which included helpful discussions of how to plan for the business after the owner's retirement.
16 of 18 people found the following review helpful.
Highly Recommended Lifetime Guide on How to Prepare, Preserve and Protect Your Estate Matters
By J. Glenn Ebersole, Jr.
Patti Spencer, Esquire, is widely recognized as an authority on estate planning matters. She has written a weekly column in the Lancaster Intelligencer Journal, "Taxing Matters" since 1999. Her book, "YOUR ESTATE MATTERS" grew out of those weekly columns. Patti is known for her "down to earth" conversational style and for using humor in presenting what most times is a dry and dull subject. Patti presents very valuable information and advice which will enable the reader to greatly incerease their knowledge on the subject. The book is easy to read and helps debunk many myths about estate planning, including the one about: if you don't have a will, the state gets everything." This book is the one resource I have found that provides practical and understandable advice and reasonings regarding estate matters. Patti has really hit a home run with this book. It is a must read for anyone, from an individual, a retiree, a business person or anyone who is getting prepared to address their estate matters. In 35 years of professional life, this is one of those valuable resources that has the potential to have a profound impact on changing the way people think about the subject of estate planning. I highly recommennd this book and will be sure that my business clients, especially those with family owned businesses, get this book and read it cover to cover. It should become a part of every business owner's business survival kit and everyone's personal library.
J. Glenn Ebersole, Jr., Founder & Chief Executive, J. G. Ebersole Associates and The Renaissance Group (TM), and author of "Glenn's Guiding Lines - Thoughts From Your Strategic Thinking Coach" Newsletter.
12 of 14 people found the following review helpful.
Understandable and readable
By Sam Sweeney
Your Estate Matters is a great introduction to the whole topic of estate planning. I started reading this with little or no knowledge regarding any of the topics...trusts, estate plans, tax strategies, etc. I feel that I now have a good, basic understanding of them. This book is accessible to all, even the non-experts, but does not talk down to the reader in any way.
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