The Inheritor's Handbook

The death of a loved one can be a shattering experience. Unfortunately, it is usually at this vulnerable point in time that you are forced to make critical financial decisions on behalf of your family. In addition, because you may be standing in the receiving line for an inheritance, planning is crucial to avoid a fiscal meltdown.

In his book, The Inheritor`s Handbook, Dan Rottenberg presents a comprehensive reference manual designed to guide you through the inheritance process. He gets right to the emotional and financial heart of the matter, offering estate planning advice in three stages: when loved ones are still living (Part 1); at the time of death and the months following death (Part 2); and several years following death, e.g., a beneficiary who is unsatisfied with a trustee`s administration of a trust (Part 3). 

Using examples of real-life situations, the author demonstrates how you can sort through the difficulties and opportunities of inheriting to safeguard your windfall, avoid a hefty tax bill, and preserve your family relationships. 

Dan Rottenberg has 20 years of experience working as an editorial page columnist for The Philadelphia Inquirer. He is the author of several books and has written numerous articles for magazines such as Forbes and the New York Times Magazine.


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