Publisher's Synopsis
Navigate the New Era of Estate Planning with Confidence, Clarity, and Strategy
In a world where laws, life stages, and family dynamics are constantly evolving, traditional estate planning is no longer enough. The Complete Guide to Estate Planning for the Post-Transition Period is your indispensable roadmap to protecting assets, securing your legacy, and adapting to major life changes-from retirement and divorce to new tax policies and shifting family structures.
Whether you're an attorney, financial advisor, executor, or an individual planning for yourself or your loved ones, this comprehensive guide delivers everything you need to master the complexities of post-transition estate strategy. Packed with practical tools, legal insights, real-life case studies, and forward-thinking strategies, this book empowers you to:
Develop airtight wills, trusts, and durable powers of attorney for post-transition scenarios
Navigate estate planning after retirement, death of a spouse, divorce, or business succession
Understand the implications of policy changes, tax reforms, and asset reallocation
Protect vulnerable beneficiaries, blended families, and digital estates
Maximize tax efficiency and minimize risk using proactive legal instruments
Communicate legacy intentions effectively with heirs, co-executors, and fiduciaries
Align estate planning with evolving healthcare, guardianship, and charitable giving objectives
Written in clear, accessible language by estate planning expert Jordan L. Whitmore, this guide bridges the gap between legal theory and practical application. With up-to-date legal references and actionable checklists, it's a must-have for anyone looking to secure their future or advise others during life's pivotal transitions.
Whether planning ahead or facing change today, this guide equips you to plan wisely, protect fully, and preserve what matters most.
