Books on wills, trusts, inheritance and passing on wealth, mostly by attorneys and planners who draft these plans for families every week. They explain in plain words what usually only comes up in a lawyer's office.
This list holds 12 books published between 2018 and 2026. A book is on it only when estate planning and inheritance is a central subject of the book, judged from the book's own description, not when it comes up in passing. The most-rated on Amazon come first.
Naz Barouti
No one likes talking about death, taxes, or financial planning. But too many smart, capable, well-educated women like you are blindsided when unexpected curveballs complicate their personal and financial lives. You need a comprehensive, easy-to-follow guide…
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Transferring Wealth, Wisdom, and Financial Smarts to Future Generations
Lori Gervais · 2020
You’ve spent years building and protecting wealth that you one day hope to pass on to your children. But as you dig into that planning, fear starts to creep in. You’re worried that, lacking proper experience or financial education, your children will fail to…
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Jennifer Luzzatto · 2019
The loss or decline of a loved one is always an emotionally wrenching experience. Having to deal with their finances as well in this already difficult time can seem like an overwhelming burden. But Jennifer Luzzatto is ready to extend a helping hand. In…
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Justin Elrod
You need a plan. Whether you’re a new parent, a member of the growing sandwich generation, a boomer eyeing retirement, or one of the record number of eighty-year-olds in America, you crave the peace of mind that comes with being prepared. Not everyone needs…
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Justin Biance
Will your great-great-grandchildren know your name? Will they know your story, your beliefs, and the principles you hold dear? Research has shown that 90 percent of inherited wealth disappears by the third generation. And if the money you leave behind never…
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A Father's Guide to Leaving Your Legacy
Mark A. Aho · 2018
You want your children to be successful, and you’ve always worked hard to raise them with strong spiritual values. In today’s uncertain world, these goals are more essential than ever. And now you can help the people you love achieve financial security…
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James Butler, Jr. · 2023
Money won't save you from suffering. Though generational wealth is a blessing, it can also present significant challenges. Failure, heartache, and tragedy can happen to anyone, regardless of income or class. No one corners the market on success. James Butler…
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A Family's Guide to Special Needs Trusts, Guardianship, and Peace of Mind
Annette Hines · 2026
For many, estate planning is the same as updating a will. While this is only part of the process, when a loved one has a disability, estate planning becomes even more complex. Estate planning for caretakers is about ensuring care, maintaining continuity, and…
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Ali Katz · 2023
Now that you're a parent, wearing clean underwear in case you are in an accident, is not enough. There are critical legal planning steps you need to take. Do you have a sure-to-work plan to make sure your children would stay in the care of people you know and…
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by Sandy Pollack (Author) Format: Kindle Edition
Sandy Pollack · 2022
Building wealth, managing wealth, and transitioning wealth are not the same thing. You’ve built your business, dedicated vast amounts of time and money to it, and now you’re ready to consider your legacy. What are you passing on, and how does it reflect your…
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What You Need to Know Before You Talk to the Right Lawyer
James Cunningham · 2022
Too many people make the wrong choices when it comes to estate planning. If it's not done properly, you could leave your loved ones facing trouble when you pass away or become incapacitated. Fortunately, you can learn from others' mistakes and be prepared…
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Personal Wealth Management for Business Owners
Bill & Chad Hrapmann · 2022
Only 30 percent of families maintain wealth through the third generation. You’ve spent a lifetime sacrificing and building wealth, and as you and your adult children grow older, you’ve begun to wonder: Will I be part of the 70 percent who fail, or among those…
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