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Introduction

Welcome to the Wonderful World of Estate Planning

I admit that I’m a bit of an odd duck: I find the law, and taxes in particular, just fascinating. I have spent 15 years talking to people just like you about how to take advantage of tax law. Usually, people find themselves on one side or the other of the law—the right side or (and I hope you avoid this) the wrong side.

Estate planning is different. Although estate planning laws create an outline of how you transfer your property, for the most part the law creates default answers to the question “What happens to my stuff when I die?” The great part is that you’re free to change the ...

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