Book Review: Get Your Ducks in a Row: The Baby Boomers Guide to Estate Planning

Get Your Ducks in a Row: The Baby Boomers Guide to Estate Planning is a practical book by elder law and estate planning attorney Harry S. Margolis, who has been in practice for over 30 years in Massachusetts. Your estate plan needs to change as your situation changes. What you need to protect your family at 35 may be very different at 55. If you are in a 2nd marriage you likely have a more complex family situation than during a 1st marriage. And if you own a business, stocks and bonds and other assets you may have generational wealth to protect. The best-selling book was originally released in 2019, and was updated in 2020 to take into account the new SECURE Act governing retirement plan distributions and how those changes affect estate planning, especially with respect to 401(k) and IRA accounts payable to trusts.