Estate Planning Smarts

News & Reviews

Recent Articles By Deborah L. Jacobs

A senior editor at Forbes, Deborah covers personal finance for baby boomers, focusing on earning, spending, saving, investing and transferring money. She is also on Twitter and Google+

Archive of Forbes Articles By Deborah Jacobs


Estate Planning Smarts on TV

CBS2 Sunday Morning


Estate Planning Smarts Webinars

Preparing for a Disappearing Tax Break (video replay)


Estate Planning Smarts in Law Schools

An Uncasebook About Estate Planning?


Reviews of Estate Planning Smarts

“A terrific guide for people who are just beginning to grapple with estate planning, as well as those who have (or think they have) their affairs in order.”
– The Wall Street Journal

“This is a category killer: a book so good there’s no need for anyone else to cover the same material.”
– Kaye Thomas, tax lawyer, author, founder of

“Simple—but not simplistic— this is a book you can feel comfortable giving as a business generating action oriented holiday gift.”
– Steve Leimberg’s Estate Planning Email Newsletter

“This book is a keeper for those of us who need help riding the unpredictable currents of the economy and surviving with our estates intact.”
– Saul Friedman, Gray Matters Columnist, Time Goes By Blog

“I was knocked out, and quite surprised to be knocked out, by Deborah Jacobs’s self-published Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide ... It is everything its subtitle claims: simplifying complex issues, humanizing them in terms not just of money but of values, and personalizing them with anecdotes about the estate plans of, among others, Paul Newman, Jacqueline Kennedy Onassis, and Chief Justice Warren Burger.”
Nick Murray Interactive

“I am currently reading Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide, by Deborah L. Jacobs, and I am loving this book. Jacobs is an attorney and an award-winning writer, and I can sense this while reading every page.”
– Hani Sarji, Future of the Federal Estate Tax Blog

“Deborah Jacobs uses her prior years experience of writing in this field to create a book that really is practical, user-friendly, and action-oriented. Because the book uses an easy-to-read format, explains complex topics simply, and prompts the reader to think about and organize for effective estate planning, Estate Planning Smarts is a great book for estate planners to make available to new clients in need of a basic information.”
Gerry W. Beyer, Wills, Trusts & Estates Prof Blog

“A choice pick for those who plan for the worse wisely.”
– Midwest Book Review

“Written with such a positive tone, it could inspire just about anyone to action.”
Thayer Willis, The Navigator