Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Thursday, November 23, 2017

Book on Missing Pieces Plan: Providing You and Your Loved Ones Peace of Mind

41eveEnvMzLJody Giles, published a book entitled, Missing Pieces Plan: Providing You and Your Loved Ones Peace of Mind (2017). Provided below is a summary of the book:

If something happens to you today, would your loved ones know your wishes?

82% of people say it’s important to put their wishes in writing, but only 23% have actually done it. The Missing Pieces Plan is here to help change that.

The Missing Pieces Plan is ONE book designed to guide you through the process of documenting all your wishes and leaving you - and your loved ones - well prepared.

There’s a saying, “leave a legacy, not a mess.” Incorporating these missing pieces into your plan allows you to leave a legacy, not a mess and provides you and your loved ones the greatest gift – peace of mind.

While giving you peace of mind, this book is also a gift to your loved ones. It spares them stressful decisions and needless frustrations when you’re ill or upon your death. The book also presents loved ones with your legacy, your story.

By completing the worksheets in this one-of-a-kind guide, you will have it all done - allowing you to live a more fulfilled life NOW.

What makes it unique?

Written by a CPA and CFP® with over 20 years financial and life experiences

Unconventional guidance that helps you fills in missing pieces of traditional financial plans

Includes uniquely crafted worksheets to help readers put their wishes to paper

Will provide you and your loved ones with a priceless gift of peace of mind

November 23, 2017 in Books, Estate Planning - Generally | Permalink | Comments (0)

Friday, November 3, 2017

Book on Cunningham and Cunningham's The Logic of The Transfer Taxes: A Guide to the Federal Taxation of Wealth Transfers

2289754Laura E. Cunningham & Noel B. Cunningham recently published a book entitled, Cunningham and Cunningham's The Logic of The Transfer Taxes: A Guide to the Federal Taxation of Wealth Transfers (2017). Provided below is a summary of the book:

The Logic of the Transfer Taxes: A Guide to the Federal Taxation of Wealth Transfers, offers a broad survey of the federal transfer tax system. It thoroughly covers all of the fundamental rules of the gift, estate and generation skipping transfer taxes and provides numerous illustrative examples. It also offers a glimpse of some popular tax planning techniques, including FLPs, GRATS and IDGT’S, and the Special Valuation Rules of Chapter 14. It is appropriate for use as a coursebook for a two or three credit JD or LLM course, or as a reference for newcomers to the area. Teachers using the book as a principal text will have access to a related Problem Set and Teacher’s Manual.

November 3, 2017 in Books, Books - For Practitioners, Books - For the Classroom, Estate Planning - Generally, Estate Tax, Generation-Skipping Transfer Tax, Gift Tax, Trusts | Permalink | Comments (0)

Sunday, October 22, 2017

Book on How to Get the Death You Want: A Practical and Moral Guide

41dHHMq1r+L._SX331_BO1 204 203 200_John Abraham Rev., published a book entitled, How to Get the Death You Want: A Practical and Moral Guide (2017). Provided below is a summary of the book:

This is a comprehensive manual for anybody reaching the end of life, and for their caring friends, relatives, advocates, and caretakers. The author, an Episcopal priest, describes in detail the formidable challenges faced by those who wish to avoid months or years of painful treatment after they no longer have any hope of recovering any reasonable quality of life. Specific subjects include:

the nature of physical death;
legal documents to clarify one's wishes;
the need for a strong advocate to have the patient's wishes honored
moral questions that must be considered;
means of dying painlessly once the decision is made;
and much more, including how to respond to reluctant doctors, and the value of humor in communicating with a dying patient.

Abraham emphasizes that despite is position as a priest, this is not a religious book. It is intended for people of all faiths or no faith. People develop their own views on end-of-life issues, and for those who have not yet given it much thought, he offers facts and insights that are useful in forming one's moral beliefs. The decision, of course, must always be made by the patient, usually well ahead of time while he or she is able to make a sound judgment. If the patient desires continued medical treatment despite suffering and no means of recovery, that person's wishes must be honored. However, he argues strongly that those who hope to avoid the terrible suffering that comes so often at the end of life should also have their wishes honored.

The book carries strong endorsements from a number of well-known authorities on death, dying, grief, and mourning, including Rabbi Earl A. Grollman, the author of numerous best-selling books on death and grieving, and Derek Humphry, founder of the Hemlock Society and author of Final Exit.

October 22, 2017 in Books, Death Event Planning, Disability Planning - Health Care, Disability Planning - Property Management, Estate Administration, Estate Planning - Generally, Wills | Permalink | Comments (0)

Sunday, October 15, 2017

The Gentle Art of Swedish Death Cleaning: How to Free Yourself and Your Family from a Lifetime of Clutter

51RHKNQvXPL._SX326_BO1 204 203 200_Margareta Magnusson published a book entitled, The Gentle Art of Swedish Death Cleaning: How to Free Yourself and Your Family from a Lifetime of Clutter (2017). Provided below is a summary of the book:

A charming, practical, and unsentimental approach to putting a home in order while reflecting on the tiny joys that make up a long life.

In Sweden there is a kind of decluttering called döstädning meaning “death” and städning meaning “cleaning.” This surprising and invigorating process of clearing out unnecessary belongings can be undertaken at any age or life stage but should be done sooner than later, before others have to do it for you. In The Gentle Art of Swedish Death Cleaning, artist Margareta Magnusson, with Scandinavian humor and wisdom, instructs readers to embrace minimalism. Her radical and joyous method for putting things in order helps families broach sensitive conversations, and makes the process uplifting rather than overwhelming.

Margareta suggests which possessions you can easily get rid of (unworn clothes, unwanted presents, more plates than you’d ever use) and which you might want to keep (photographs, love letters, a few of your children’s art projects). Digging into her late husband’s tool shed, and her own secret drawer of vices, Margareta introduces an element of fun to a potentially daunting task. Along the way readers get a glimpse into her life in Sweden, and also become more comfortable with the idea of letting go.

October 15, 2017 in Books, Estate Planning - Generally | Permalink | Comments (1)

Friday, October 13, 2017

Book on Extreme Measures: Finding a Better Path to the End of Life

51Zn380w53L._SX329_BO1 204 203 200_Dr. Jessica Nutik Zitter, M.D., published a book entitled, Extreme Measures: Finding a Better Path to the End of Life (2017). Provided below is a summary of the book:

In medical school, no one teaches you how to let a patient die.

Jessica Zitter became a doctor because she wanted to be a hero. She elected to specialize in critical care—to become an ICU physician—and imagined herself swooping in to rescue patients from the brink of death. But then during her first code she found herself cracking the ribs of a patient so old and frail it was unimaginable he would ever come back to life. She began to question her choice.

Extreme Measures 
charts Zitter’s journey from wanting to be one kind of hero to becoming another—a doctor who prioritizes the patient’s values and preferences in an environment where the default choice is the extreme use of technology. In our current medical culture, the old and the ill are put on what she terms the End-of-Life  Conveyor belt. They are intubated, catheterized, and even shelved away in care facilities to suffer their final days alone, confused, and often in pain. In her work Zitter has learned what patients fear more than death itself: the prospect of dying badly. She builds bridges between patients and caregivers, formulates plans to allay patients’ pain and anxiety, and enlists the support of loved ones so that life can end well, even beautifully.


Filled with rich patient stories that make a compelling medical narrative, Extreme Measures enlarges the national conversation as it thoughtfully and compassionately examines an experience that defines being human.

October 13, 2017 in Books, Death Event Planning, Estate Planning - Generally | Permalink | Comments (0)

Wednesday, October 4, 2017

Book on Getting Grief Right: Finding Your Story of Love in the Sorrow of Loss

519mCZT+XzL._SX326_BO1 204 203 200_Patrick O’Malley, PhD & Tim Madigan, published a book entitled, Getting Grief Right: Finding Your Story of Love in the Sorrow of Loss (2017). Provided below is a summary of the book:

When the New York Times ran Patrick O’Malley’s story about the loss of his infant son—and how his inability to “move on” challenged everything he was taught as a psychotherapist—it inspired an unprecedented flood of gratitude from readers.
 
What he shared was a truth that many have felt but rarely acknowledged by the professionals they turn to: that our grief is not a mental illness to be cured, but part of the abiding connection with the one we’ve lost.
 
Illuminated by O’Malley’s own story and those of many clients that he’s supported, readers learn how the familiar “stages of grief” too often mislabel our sorrow as a disorder, press us to “get over it,” and amplify our suffering with shame and guilt when we do not achieve “closure” in due course.
 
“Sadness, regret, confusion, yearning—all the experiences of grief—are a part of the narrative of love,” reflects O’Malley. Here, with uncommon sensitivity and support, he invites us to explore grief not as a process of recovery, but as the ongoing narrative of our relationship with the one we’ve lost—to be fully felt, told, and woven into our lives.
 
For those in bereavement and anyone supporting those who are, Getting Grief Right offers an uncommonly empathetic guide to opening to our sorrow as the full expression of our love.

 

October 4, 2017 in Books, Estate Planning - Generally | Permalink | Comments (0)

Sunday, October 1, 2017

Book on Resilient Grieving: Finding Strength and Embracing  Life After a Loss That Changes Everything

41AVq7AVUoL._SX331_BO1 204 203 200_Lucy Hone, PhD, published a book entitled, Resilient Grieving: Finding Strength and Embracing  Life After a Loss That Changes Everything (2017). Provided below is a summary of the book:

“This book aims to help you relearn your world . . . to help you navigate the grieving process as best you can—without hiding from your feelings or denying the reality, or significance, of your loss.”
—from Resilient Grieving

The death of someone we hold dear may be inevitable; being paralyzed by our grief is not. A growing body of research has revealed our capacity for resilient grieving, our innate ability to respond to traumatic loss by finding ways to grow—by becoming more engaged with our lives, and discovering new, profound meaning.

Author and resilience/well-being expert Lucy Hone, a pioneer in fusing positive psychology and bereavement research, was faced with her own inescapable sorrow when, in 2014, her 12-year-old daughter was killed in a car accident. By following the strategies of resilient grieving, she found a proactive way to move through her grief, and, over time, embrace life again.

Resilient Grieving offers an empowering alternative to the five-stage Kübler-Ross model of grief—and makes clear our inherent capacity for growth following the trauma of a loss that changes everything.

October 1, 2017 in Books, Estate Planning - Generally | Permalink | Comments (0)

Wednesday, September 27, 2017

Book on A Grief Observed

51i+vFRii2L._SX330_BO1 204 203 200_C.S. Lewis published a book entitled, A Grief Observed (1961). Provided below is a summary of the book:

Written after his wife's tragic death as a way of surviving the "mad midnight moment," A Grief Observed is C.S. Lewis's honest reflection on the fundamental issues of life, death, and faith in the midst of loss. This work contains his concise, genuine reflections on that period: "Nothing will shake a man -- or at any rate a man like me -- out of his merely verbal thinking and his merely notional beliefs. He has to be knocked silly before he comes to his senses. Only torture will bring out the truth. Only under torture does he discover it himself." This is a beautiful and unflinchingly honest record of how even a stalwart believer can lose all sense of meaning in the universe, and how he can gradually regain his bearings.

September 27, 2017 in Books, Death Event Planning, Estate Planning - Generally | Permalink | Comments (1)

Wednesday, September 20, 2017

Book on The End of Alzheimer's: The First Program to Prevent and Reverse Cognitive Decline

BookDale Bredesen recently published a book entitled, The End of Alzheimer's: The First Program to Prevent and Reverse Cognitive Decline (2017). Provided below is a summary of the book:

A groundbreaking plan to prevent and reverse Alzheimer’s Disease that fundamentally changes how we understand cognitive decline.
 
Everyone knows someone who has survived cancer, but until now no one knows anyone who has survived Alzheimer's Disease.  
 
In this paradigm shifting book, Dale Bredesen, MD, offers real hope to anyone looking to prevent and even reverse Alzheimer's Disease and cognitive decline.  Revealing that AD is not one condition, as it is currently treated, but three, The End of Alzheimer’s outlines 36 metabolic factors (micronutrients, hormone levels, sleep) that can trigger "downsizing" in the brain. The protocol shows us how to rebalance these factors using lifestyle modifications like taking B12, eliminating gluten, or improving oral hygiene. 
 
The results are impressive. Of the first ten patients on the protocol, nine displayed significant improvement with 3-6 months; since then the protocol has yielded similar results with hundreds more. Now, The End of Alzheimer’s brings new hope to a broad audience of patients, caregivers, physicians, and treatment centers with a fascinating look inside the science and a complete step-by-step plan that fundamentally changes how we treat and even think about AD.

Special thanks to Lewis Saret (Attorney, Washington, D.C.) for bringing this article to my attention.  

 

September 20, 2017 in Books, Disability Planning - Health Care, Estate Planning - Generally | Permalink | Comments (0)

Friday, September 15, 2017

Book on Retire Inspired: It’s Not an Age; It’s a Financial Number

Z1Chris Hogan recently published a book entitled, Retire Inspired: It’s Not an Age; It’s a Financial Number (2016). Provided below is a summary of the book:

What do you think of when you hear the word retirement? Do you see yourself spending weeks at a time with your grandchildren? Volunteering your time to a worthy cause? Traveling to remote vacation spots you’ve always wanted to visit? Those dreams simply don’t line up with the reality of many working Americans. Rather than packing their bags for a month-long escape, many retirees will be packing their lunch for an eight-hour shift. And it’s not because they want to; it’s because they’re broke! In Retire Inspired, Chris Hogan teaches that retirement isn’t an age; it’s a financial number—an amount you need to live the life in retirement that you’ve always dreamed of. Whether you’re twenty-five or fifty-five, you can start now. Chris will equip you with a plan to make your own investing decisions, set proper expectations with your family for retirement, and build a dream team of experts to get you there. You don’t have to retire broke, stressed, and working long after you want to. You can retire inspired!

September 15, 2017 in Books, Estate Planning - Generally | Permalink | Comments (0)