Free update to “Estate Planning Smarts” by Deborah Jacobs now available
Dear Readers,
As we turn the page to 2020, Estate Planning Smarts marks a milestone. It’s been a decade since I published the first edition of this consumer-oriented book. At the time, I promised to keep readers current with future editions and free updates that could be downloaded from the book’s website. In four editions and numerous updates I’ve chronicled the developments that may affect your finances, and those of your heirs.
You can download the latest, free, update to the fourth edition here. This update replaces earlier ones. It reflects the current state of the law, including the Setting Every Community Up for Retirement Enhancement, or SECURE, Act, passed just before the holiday recess. Like earlier updates, this one alerts you to key changes that may influence your planning.
Nearly 2.5 million Americans die each year, and many haven’t signed the basic documents needed to protect loved ones. If you are one of those people, make a New Year’s resolution to tackle this subject — and keep it! Otherwise, I hope you will use this update to revisit your plan in light of recent changes.
To be notified of future updates and books, please keep your contact information current. You might also want to check out my latest book, Four Seasons in a Day: Travel, Transitions and Letting Go of the Place We Call Home. It, too, confronts the subject of mortality, but with a different twist: by reminding us to make the most of the time we have left. The Wall Street Journal named it one of “the best books of 2017 about healthy aging.”
My blog is now well established in a new home, which also comprises an archive of my work. I’ve expanded my coverage to include travel and the sharing economy, along with other topics that have been continuing themes in my writing, including: personal finance and work as a tool for self-actualization. Life doesn’t stand still, and neither should your estate planning.
Happy New Year!
Carpe diem,
Deborah L. Jacobs