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Best Intentions
Colleen Barney, Victoria Collins

Kaplan Business, 2002 - 163 pages

average customer review:based on 11 reviews
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   highly recommended  highly recommended





Best Intentions

This is a great book for anyone in the financial services industry or for those specializing in estate planning. These are real world cases that illuminate the need for proper planning by a qualified professional. This is also a great book if you are planning your own estate or you find yourself thrown into managing an estate for parents or loved ones. I can't say enough good things about this book or its authors.


Great estate planning ideas for women

Great estate planning ideas and stories to get you thinking about how you want to provide for your loved ones, so that as you do your estate planning you can also transmit your family values.


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Interesting real stories

Using real stories, the author tried to tell you just a will may not be enough. You have to think, plan carefully before writing a will to make sure it is what you want to do with your leftover.

The stories show you a lot you never thought of. Worth reading for everyone.






Estate Planning Made Easy

An excellent book -- the best I've ever read on the subject. As a financial advisor I can't recommend it enough. Most find estate planning confusing. This book is not confusing. It's an easy read. Each simple, short, touching story illustrates a different problem that can arise by not doing good estate planning. It will make you think about your own situation with more clarity than was possible before. This book could be called Chicken Soup For Your Legacy.


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Great approach to a difficult & complicated subject

I enjoyed the book, Best Intentions, and have given copies to several friends. It includes real-life examples that are easy to understand and addresses hard to face issues well. For those of us 'Baby Boomers' who do have the best of intentions for loved ones we will someday leave behind, it is a good way to start the dialogue and plans for the inevitable.


reviews: page 1, 2, 3



Sometimes, despite careful planning and the best of intentions, life works out differently than expected. In Best Intentions, authors Colleen Barney and Victoria Collins examine the impact of estate planning and share stories and letters from and about real people. These are people who, despite careful planning, did not pass on to their loved ones what they had intended-their own special life lessons, messages and financial inheritance.

Most books on estate planning center on avoiding probate and paying less in taxes. For the first time ever, a noted financial planner (Collins) and a respected estate attorney (Barney) present a completely new look at a subject usually considered dry and technical, even morbid. They use letters and stories by and about children, parents, and others to focus on nontraditional estate planning concepts like passing on visions and ideals, values and morals, work ethic and guidance, and love.

Emphasizing people, their lives, and their desires and goals for future generations, the authors show readers how to:

*Understand their own family, social, emotional, and economic dynamics.

*Identify what is really important to them.

*Tailor uniquely personal estate plans.

*Explore alternatives to traditional estate planning concepts.

*Balance the financial and emotional aspects of estate planning.

Sooner or later, estate planning becomes an important aspect of every individual?s life plan. Best Intentions enables readers to apply practical, topical, and timely recommendations to their own personal circumstances-whether their net worth is $10,000, $10,000,000, or more.


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