Estate Planning Smarts

About the Author

Deborah L. Jacobs is a lawyer and award winning journalist specializing in legal topics. In her best-selling book, Estate Planning Smarts, she draws on 17 years of writing about the stressful issues that surround estate planning. Her articles for The New York Times, Bloomberg Wealth Manager, Forbes, BusinessWeek and many other publications have been widely cited and circulated by both advisers and consumers. Readers appreciate her clear, concise explanations of complex subjects and her ability to combine real-life stories with reassuring, practical advice.

Estate Planning Smarts is a product of Jacobs’ personal experience, as she notes in her introduction:

Like many other people, I didn't used to think much about estate planning. Longevity ran in my family, and hardly anyone ever died. Then, in the space of Deborah Jacobsthree months, three major events gave me a cold shot of reality. I became a parent, lost a parent, and following my father's death found myself in charge of a trust that my grandmother had set up. Soon after, an editor at Bloomberg called to say he was looking for someone to write about estate planning. I decided to turn my attention to this important topic that had suddenly become so relevant to my own life.

A former senior editor at Forbes and now columnist for Morningstar, she has also been interviewed as an expert by reporters from many different media outlets, including The New York Times , Bloomberg News, Reuters, U.S. News & World Report , MarketWatch and CBS TV.

A dynamic speaker, Jacobs has addressed audiences of professionals and consumers. Listeners say they feel like they’re sitting at the kitchen table with a knowledgeable, trusted friend. Jacobs has been a syndicated newspaper columnist, newsletter editor and entrepreneur – she has had her own company, producing a variety of written products on legal and financial matters, for most of her career. She is the author of Small Business Legal Smarts (Bloomberg Press).

A native of New York and a graduate of Barnard College, Jacobs received her J.D. degree from Columbia Law School and her M.S. from the Columbia Graduate School of Journalism. She lives in New York City with her husband and son.