The Only Estate Planning Book You’ll Ever Need: How to Organize Your Assets, Protect Your Loved Ones, Save Thousands On Legal Fees & Find The Right Lawyer (+ Handle Wills and Trusts) (Wealth Strategy) Paperback – May 10, 2024

This book offers a comprehensive guide to navigating the often daunting world of estate planning. The author breaks down complex legal concepts into easy-to-understand language, making it accessible for readers at any stage of life.Also, the book covers essential topics such as organizing assets, protecting loved ones, and choosing the right legal representation. With practical tips and checklists, it empowers readers to take control of their estate planning process, potentially saving thousands in legal fees.In conclusion, this book is a valuable resource for anyone looking to secure their financial legacy and ensure peace of mind for their family. Whether you're a beginner or seeking to refine your existing plan, this guide is a practical tool that demystifies estate planning effectively. Highly recommended!

Good read

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.

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.

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.

This book is a very useful and practical guide guide for people who are nearing retirement and are looking the a good book in how to determine where to start.

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.

This is a decent estate planning 101 book.I would not say it is the only estate planning book you will ever need. It does not cover more advanced yet common topics like Dynasty trusts, intentionally defective trusts. Sales to IDGTs, GRATS, QTIPs, QPRTs, CRTs, etc.I was looking for a resource book to put some more advanced estate planning concepts in plain language to help clients understand them and validate that they are common recommendations.This book does not do that.