Deborah Jacobs, a boomer, zeroes in on those accustomed to living on home equity and credit who are worried about living comfortably in retirement.
As Deborah Jacobs wisely suggests in 10 Things To Do When You Win The Lottery, hire a tax pro before cashing your ticket.
FORBES: How Much Tax Would You Owe On A $550 Million Powerball Jackpot?
Deborah L. Jacobs, IRS Extends Key Deadline For 2010 Heirs (giving practical, action-steps).
FORBES: Kinder, Gentler IRS Provides Deadline Relief For 2010 Heirs
For advice from Deborah L. Jacobs on planning for the return of the estate tax, click here.
FORBES: Should Congress Let The Next Mark Zuckerberg Prepay His Estate Taxes?
Deborah L. Jacobs, Devising Strategies While the Estate Tax Is in Limbo, New York Times, Sept. 15, 2010.
FORBES: "A Perfect Storm" In 2010: It's Not Too Late To Speak To Your Estate Planning Adviser
Forbes recently added Deborah L. Jacobs as senior editor of the investing channel.
Deborah L. Jacobs, a lawyer and journalist, is the author of Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide.
FORBES: How To Talk To Children About What Happened In Newtown
Deborah L. Jacobs, Estate Planning For Two, Forbes, April 1, 2011.
FORBES: Pssst. Don't Tell The IRS. It's Spring And The Estate Tax Has Been Reinstated
Deborah L. Jacobs, a lawyer and journalist, is the author of Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide (DJWorking Unlimited, 2009).
For more on portability, see How To Get The Latest Tax Break Without Spending A Bundle On Legal Fees, by Deborah L. Jacobs.
FORBES: More Estate Tax Changes Could Follow Fiscal Cliff Deal
On Tuesday, January 25, 2011 from 2:00 pm to 3:00 Deborah L. Jacobs will give a complimentary webinar, Planning for a Disappearing Estate Tax Break.
Deborah L. Jacobs: Choosing the Right Executor for Your Estate.
FORBES: Wealth Strategies Digest: Recent Important Headlines in Estate Planning
Deborah L. Jacobs, a lawyer and award-winning journalist, is the author of the bestselling book, Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide, 2nd Edition (DJWorking Unlimited, 2011).
For a plain-English explanation of how GRATs and other estate planning opportunities work, see Estate Planning Smarts: A Practical, User-Friendly Action-Oriented Guide, the bestselling book by Deborah L. Jacobs .
FORBES: A GRAT Opportunity: Taking Advantage Of Low July 2011 AFRs
With informative articles and webinars, a book that explains estate planning in plain English, and now client education brochures, Deborah L. Jacobs is doing a tremendous service for the estate planning community.
In her recent webinar, Deborah L. Jacobs announced that she created client education brochures that can help lawyers and financial advisers emphasize their value added as they educate clients about estate planning.
In a new column here, The Case Against Do It Yourself Wills, Forbes columnist Deborah L. Jacobs (a lawyer as well as a first-rate journalist and book author), reports a litany of problems with do it yourself-wills.
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