Nancy Dempze and Sarah Waelchli are contributing authors to the 2017 edition of “Practical Guide to Estate Planning (2017).” This book provides an overview of estate planning and charitable giving, offering a wide discussion of planning principles and tools, from simple to sophisticated. This reference includes key information as well as a wide assortment of forms and supporting materials. The text is augmented by well-constructed examples, practice tips, diagrams and charts, making it useful to both the newcomer and the experienced practitioner in the field.
Sarah Waelchli contributed to Chapter 3: Basic Estate Planning Documents; Chapter 7: Issues in Planning for Children; and Chapter 8: Using Gifts in Estate Planning. Nancy Dempze contributed to Chapter 10: Charitable Giving.
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