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Estate Planning Strategies

Estate Planning Strategies

Read the news release (at the end of this entry) about the 385 page book, Estate Planning Strategies, Collective Wisdom, Proven Techniques, edited by Leslie Daff and Randy Gardner.  The book is available on or by calling (949) 497-5056 or emailing

Reviews of the book:

“Estate planning today is a dauntingly complex challenge. The experts in this book cut through that complexity to offer useful insights into trusts, taxation, insurance, and many other estate-related topics.” 

Kenneth Silber

Senior Editor, Research magazine

Hoboken, New Jersey


“WealthCounsel [] has brought together a collection of articles that should be read by both the professional adviser and the theoretician who wants to understand how the financial concepts discussed can be used in practical applications.  This collection of articles is both timely and relevant and will prove to be a valuable resource for consumers, financial planners, and estate planning professionals.”


Robert J. Lindner, ChFC, CFP, AIF

CEO of Lindner Capital Advisors, Inc.

Marietta, Georgia


“This book is a great tool. It can help you gain an easy understanding of the many estate strategies available. The information discussed throughout this book is invaluable. It is a “must have” for advisors that work with high net worth clients.”


Jeffrey A. Carbone, CFP®

Cornerstone Financial Partners

Cornelius, North Carolina

“WealthCounsel's new book, Estate Planning Strategies, clearly shows the reader who has an interest in preserving and protecting his or her hard-earned wealth the procedures to make sure those dollars and benefits go to the ones they love.  Written and edited by experienced estate planning experts, it flows, is easy to follow, and has good illustrations and flowcharts to boot.”

John J. Checki Jr.  CPA, CFP®, CRC®

Richardson, Texas


“This book is a treasury of wisdom, usable suggestions, and resource information that will be of great benefit to readers.  Its broad coverage will appeal to the novice as well as the seasoned professional.”


Burk Rosenthal, CFP®, ChFC®, CRC®, CFS
President of Rosenthal Retirement Planning, LP

“This is a state-of-the-art, best practices compendium of estate planning tools and thinking. Estate planning continues to be, if done properly, a priceless gift to the ones we care about and this publication can greatly enhance that gift.”


Gary L. Myers, J.D., LL. M. in estate planning

Family Investment Center, Inc.


"This book could create the 'new' state-of-the-art of estate planning, written at the intersection of a high level of expertise and practical client application.  A critical reference tool for the client looking for unbiased planning tools based upon multiple lifetimes of experience (and ‘written in English’ for non-lawyers), this work contains a plethora of useful material for the practitioner in the financial planning, legal, and accounting fields as well. What makes this work so fascinating is its approach in the delivery of dozens of experts over multiple topics, complete with enough overlap to create an inherent second opinion."

Andrew Samalin
Samalin Investment Counsel, LLC
Mount Kisco, New York


“A remarkably practical and useful book! Think of it as Everything You Always Wanted to Know about Estate Planning, But Were Afraid to Ask. Short and to-the-point chapters, clear definitions, abundant worksheets, and (best of all) many practical examples to help us get our heads around this arcane but vitally important field. I especially appreciate the inclusion of unexpected topics such as: transferring your values and ideals (and not just your stuff); non-traditional relationships and evolving definitions of marriage; “modest philanthropy” (i.e., expressing your values with small gifts); and Pet Trusts. WealthCounsel® Estate Planning Strategies lives up to the promise of its subtitle: “Collective Wisdom. Proven Techniques.” A great reference for financial planners and their clients!”


Ed Jacobson, Ph.D.

Author of Appreciative Moments: Stories and Practices for Living and Working Appreciatively


“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 of The Money Coaching Institute

Author of Money Magic: Unleashing Your True Potential for Prosperity and Fulfillment

“Fantastic!  It’s like a "Chicken Soup for the Wealth Advisor's (and their clients) Soul!" This book is smart, easy to read and full of great ideas.  I love the variety of estate planning insights and the geographic diversity of the attorneys who present them.  It’s a "first step" resource I can use to help my clients understand what can often be challenging concepts.”

Lisa Dickholtz, CFP®
President of Dickholtz Wealth Management
Northbrook, Illinois  

“This book is the perfect book for the lay person.  Confusion melts away as the reader reviews the simple examples and clearly written chapters.”


John L. Jenkins, AEP, EA, CFP®

Fellow, Esperti Peterson Institute

President and CEO of Asset Preservation Strategies, Inc.
San Diego, California


“By far, the best book on estate planning I've ever seen.  It offers everything consumers and allied professionals need:  it's comprehensive, authoritative, up-to-date and clearly written, answering all the common questions people ask about estate planning, and then some.  I can't wait to give this book to my financial planning clients.  They're going to love me!”


Peter W. Johnson, Jr.

Principal of PWJohnson Wealth Management

Host of Pro Money Talk

Founder of The Financial Literacy Project

“The WealthCounsel Estate Planning Strategies book will be one of those publications you keep within reach as a comprehensive, search-here-first resource for all of your estate planning questions.  Nearly 100 estate planning attorneys and experts give you brief, to-the-point guidelines for every imaginable estate planning scenario, complete with worksheets and information tables.  And this book isn't just for advisors’ clients; with chapters like 'Business Succession Planning' and 'Limited Liability Companies,' you'll find it essential in running your own business, too.” 

David J. Drucker, MBA, CFP
Columnist for Morningstar Advisor and frequent contributor to Financial Planning, Research, Wealth Manager and Financial Advisor magazines
Author of three books including Tools and Techniques of Practice Management (National Underwriter Company, 2006)
President of Drucker Knowledge Systems and Principal, Virual Office News, LLC 

"A great resource for financial advisors and anyone wanting a robust, easy-to-use guide to the ins and outs of estate planning.  I highly recommend this book to professional financial advisors and anyone wanting to take control of his or her personal financial life and legacy."


Sheryl Garrett, CFP®

Founder of the Garrett Planning Network

Author of Just Give Me the Answers


“You need not be threatened by estate planning any longer; this book introduces straight-forward, easy to understand answers to life’s questions about crafting continuity for your family’s legacy. In today's complex world, simplicity is a welcome gift.  Tie a bow around this book.” 


Marc S. Freedman CFP®

President and CEO of Freedman Financial

Author of Oversold and Underserved:  A Financial Planner's Guidebook to Effectively Serving the Mass Affluent

Peabody, Massachusetts


“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®

Chairman and CEO of U.S. Wealth Management

Editor of

Author of The Complete Idiot's Guide to Success as a Personal Financial Planner 

News Release about the Estate Planning Strategies Book


If you have any questions or concerns about any aspect of estate planning, probate, or trust law, please feel free to call (949) 497-5056 or email  I'll be happy to hear from you and will do my best to help - Leslie

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