The Inheritors Handbook: A Definitive Guide For Beneficiaries (Bloomberg Personal Bookshelf)

By in Wills on March 17, 2013

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THE ONLY GUIDE YOU’LL NEED TO WISELY MANAGE YOUR INHERITANCE AND MAKE IT GROW FOR FUTURE GENERATIONS…

You’re not alone. Sixty million Americans stand to be on the receiving end of an inheritance in the coming years. Planning is crucial if you hope to preserve your windfall, save on taxes, and avoid family squabbles. In The Inheritor’s Handbook, expert Dan Rottenberg offers a comprehensive guide through the inheritance process that gets to the heart of the complex issues, both financial and emotional, that beneficiaries face. He demonstrates how future heirs can discuss money and wills, choose advisers, manage investments, and much more. Using real-life examples, Rottenberg provides tested solutions to sensitive inheritance issues — before the time of death, at the time of death, and years later. The Inheritor’s Handbook is the only book you’ll need to help you manage the difficulties, decisions, and opportunities that come with inheriting.

2 thoughts on “The Inheritors Handbook: A Definitive Guide For Beneficiaries (Bloomberg Personal Bookshelf)

  1. 1
    16 of 16 people found the following review helpful
    4.0 out of 5 stars
    A very good book!, January 5, 1999
    By A Customer

    As a potential beneficiary, I found this to be a very helpful and very readable primer on estate planning, the legal issues, and the emotional fallout that can occur as a result of inheritances. The advice given is all good. The appendices and lists of other contacts are very good. I was disappointed, however, that the author did not include any discussion on: the importance of titling of assets to aid in the estate planning; and how election of beneficiaries for insurance policies, retirement accounts, trusts, and financial accounts can affect the estate plan.

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  2. 2
    22 of 27 people found the following review helpful
    1.0 out of 5 stars
    Might be so basic it’s not worth your time, January 19, 2000
    By 
    CV “CV” (USA) –

    If you’re looking for solid guidance as an executer or fiduciary, go elsewhere. “How to Settle and Estate” is the better choice. The handbook gives a scant 7 pages of practical advice on what to do if/when someone close has died. Things like: Contact the funeral director, determine your parent’s wishes concerning the funeral, ascertain whether your parents have already paid for their funeral, notify friends, locate the original copy of the will – - you get the idea. I was very disappointed especially given the glowing reviews provided by others.

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