Modest Estate Magic Tricks
$0.99
Modest Estate Magic Tricks
By Paul Mauro
You don't need a mansion or a family trust to have an estate worth protecting.
In Modest Estate Magic Tricks, financial planning expert Paul Mauro shows everyday Americans how to make the most of what they have — passing on more to the people they love and far less to the IRS.
This guide covers:
- How to use beneficiary designations, TOD accounts, and joint titling to avoid probate entirely
- Why a simple Roth conversion strategy can save your heirs tens of thousands in taxes
- The Medicaid spend-down trap and how to plan around it
- How to give smarter — annual exclusion gifts, 529s, and charitable strategies that work at any income level
- What most people get wrong about IRAs, Social Security timing, and survivor benefits
Whether your estate is $150,000 or $1.5 million, this book gives you practical, actionable tools to protect it.
Download for $0.99 at SmartFinancialLifestyle.com