Keep Every Last Dime: How to Avoid 201 Common Estate Planning Traps and Tax Disasters

Rating:
Summary: A Useful, Readable (Oxymoron?) tax guide
Review: Many people of moderate wealth can learn tax planning from this book in a simple and accessible way, from anecdotes combined with excellent brief tax explanations. Younger (30 to 40) folks can benefit the most because they have more financial years to gain from good decisions made today.

As a manager of separate individual stock market accounts, I have been interested in financial planning, but skeptical. This book really reaches me because it offers simple real life examples where I see the point and recognize client situations which can benefit from the solutions.

Dunn uses high profile individuals for many of his cases, drawing from news reports and other sources. When you hear about very good and woefully bad decisions made by folks such as Sam Walton, Warren Buffet, Jackie Kennedy and many others, the magnitude of savings from good decisions really comes home. You will see good reasons to get some competent help.