Estate Planning (Book 2)

Garrett Monroe’s The Only Estate Planning Book You’ll Ever Need is a comprehensive and researched guide that demystifies the complexities of estate planning. It is an excellent tool to use if you are thinking about your legacy or want to refine an existing plan. This book provides a step-by-step approach to organizing assets, protecting loved ones, and understanding the nuances of legal documents like wills and trusts. It is a helpful guide to help address a subject often avoided. Monroe simplifies legal jargon into plain language, demystifying much of the complexity, especially for those without a legal background. He covers essential topics such as minimizing taxes, choosing the right executor, and avoiding common pitfalls that could cost a family's time and money. The practical advice on selecting the right lawyer can save readers thousands in legal fees and a lot of headaches.

I was a little dubious when I saw the title, including the hyperbolic words: "The ONLY...Estate planning Book you'll need"., Further skeptical when the authors reveal that the Garrett Monroe is a pseudonym for a battery of experts. Well, lo and behold, this book comes through in a big way. You can tell that it was written with intelligence and forethought, as it approaches each facet of Estate Planning in a systematic and concise way. I was struck by how organized and easy to digest the material was. This is the first time I've been moved to write a review on Amazon, but I wanted to impart my enthusiasm after having finished the book. I highly recommend it, and you won't be disappointed.

I purchased this after we had a sudden death in our family and the deceased did not have any will or estate planning done. It made administering the estate much more difficult than it needed to be. When your family is grieving, the last thing they need or want is to have to sort through mountains of paperwork to try to make sense out of everything. I don't want to leave a similar situation for my kids and I found the information in this book invaluable. Highly recommend for everyone! Also don't wait until you are "old" to start thinking about this stuff. Tomorrow isn't promised and you will be doing your family a huge favor by having an organized estate plan in the event of death. I know no one wants to think about this stuff when they are young and healthy but your loved ones will thank you.

I am going though a major update and revision of my trust again to reflect changes in assets, retirement planning, and business succession. I have purchased several paperback and audio books on the subject just to keep me up to date on the many options as I meet with my advisors and legal team. This is the best I have acquired. I like the key takeaways at the end of each chapter that become bullett points for me to review. It is easy to read, understand, and seems to be comprehensive on a subject that can be diverse and complex.

Although I think this book is an EXCELLENT resource for understanding estate planning, I would not actually call this book the ONLY estate planning book you’ll ever need. Only because there is so much more to know about estate planning that is going to depend on your marital situation, if you have children, what assets you own, what state you live in, if you have businesses, etc. However, for a general reference on all things to do with Estate Planning, this is an excellent resource and I’ll be referring back to this book often as I am currently in the stages of planning my Will and Trusts.

As headline suggestions, this is a solid book, like a well-taught 101 class in Estate Planning. It's a really good book to read if you (like me) were pretty unfamiliar with all things Estate Planning. It does leave you hankering for a bit more details at points, so while it is an introductory book and is an easy yet informative read, I'd disagree with the notion that it's the Only Estate Planning Book You'll Ever Need. On the contrary I'd have said "Read this Estate Planning Book First" would be more accurate. All in all, was helpful to have and develop whet my appetite to go further and learn more.

Wonderful book. Takes you step by step through the process with easy to understand instructions. The book to get before you go to an estate lawyer.

Not sure I trust the independently published book written by team of experts under a pen name. In the mid-20s that sounds like it might "AI" generated text, but hopefully not. Obviously this is only for an overview and trained professionals should be a supplement. Book is repetitious and genericly written--potential signs of LLM generation. Lots of bulleted lists that read like wikipedia. Middle chapters are a bit more substantive. Explanations are clear though remain very general--which is fine if you're looking to get some general knowledge and familiarity with the ideas around estate planning. I feel prepared to now go talk to the actual experts and professionals that you need to put the actual plan in place.

This book is an indispensable resource for anyone looking to secure their financial future and protect their loved ones. It breaks down complex estate planning processes into understandable and actionable steps. The inclusion of tax minimization strategies and detailed guides on living trusts are especially valuable. With practical tools and expert advice, it ensures a comprehensive approach to creating a lasting legacy. Highly recommended for its clarity and depth.

This book earnestly simplifies estate planning, with a user-friendly guide to creating living trusts, though sometimes the tone may overshadow the useful advice.

im eading the book and it is very interesting. there are some topics that introduced me to new subjects that i was completely ignoring and that i will defently go in depth

This guide's got everything you need to decode estate planning and lawyer-hunting into a clear path you can feel confident in, no matter how new you are to this

Very informative and written in a clear way so that even beginners can understand the methods introduced.