Our Bookshelf

Estate Planning for Everyone

“My primary goal is to see your legacy wishes fulfilled. For that to happen, information about estate planning needs to be accessible to you. One way I hope to accomplish that is by writing. My first co-authored book is now available, and I have begun planning my second.”

— Natalia Kabbe

Books

I co-authored the book “Estate Planning Strategies: Collective Wisdom, Proven Techniques” along with 90 other estate-planning attorneys from around the country. Our goal was to create an introductory guide to estate planning that was accessible to everyone.

Estate Planning Strategies explains:

  • The goals and objectives of estate planning
  • The basic and advanced documents used in estate planning today
  • Basic rules for titling assets and property ownership
  • Retirement plan rules and principles
  • Asset protection strategies
  • Business succession planning
  • Life insurance strategies and techniques
  • How today’s changing estate, gift, and income tax rules affect legacy planning
  • How to plan for today’s blended and non-traditional families

“If you’ve ever received advice you didn’t understand, or had a question about any estate planning matter, this book will give you clear answers. This is one of the most valuable estate planning resources I’ve seen, and shall serve as a great resource on the book shelf of any professional or high net worth family.”

John P. Napolitano, CFP®, CPA, PFS, MST, RLP®, President and CEO of U.S. Wealth Companies and author of The Complete Idiot’s Guide to Success as a Personal Financial Planner

“This book is an invaluable resource and ‘must-have’ for both professionals and consumers who are interested in maximizing their wealth through estate planning. It makes complex estate planning strategies easy to read and comprehend for virtually anyone…which is quite an accomplishment.”

Deborah Price, CEO and Founder, The Money Coaching Institute