Estate taxes can take a significant bite out of the legacy you intend to leave behind. Without a proper estate plan, families may find themselves losing a large portion of their inheritance to federal or state tax authorities. A new book by tax attorney Stephen A. Bonfa, Esq., aims to change that.
Disinheriting the IRS: Tips & Tactics to Stop Uncle Sam from Taking Your Legacy is now available in paperback and Kindle format. Bonfa brings decades of legal experience to this accessible, actionable guide that helps individuals, families, and professionals better understand how to keep more of their wealth in the family.
This easy-to-follow book covers:
Estate planning basics, including how assets pass to heirs and the importance of proper documentation
Tax reduction techniques, such as charitable giving strategies and the effective use of exemptions
Trust structures designed to protect wealth, including Credit Shelter Trusts, Irrevocable Life Insurance Trusts (ILITs), and Medicaid Asset Protection Trusts
Real-life case studies that show how these concepts apply in everyday situations
Plain-language explanations of complex legal and tax issues
Bonfa’s writing is clear, practical, and designed to demystify the often-confusing world of estate tax law. With the right tools and information, he argues, almost anyone can take meaningful steps to protect their estate and reduce the tax burden on their heirs.
Whether you are just starting your estate planning journey or reviewing an existing plan, this book offers valuable insights to help you stay ahead of potential pitfalls.
The government has a plan for your money. The question is, do you?
Where to Get the Book
You can purchase Disinheriting the IRS directly from Amazon:
As an Amazon Associate, we may earn a small commission if you make a purchase through this link. There is no additional cost to you.
Book Details:
Title: Disinheriting the IRS: Tips & Tactics to Stop Uncle Sam from Taking Your Legacy
Author: Stephen A. Bonfa, Esq.
Format: Paperback and Kindle
Pages: 222
Publication Date: May 3, 2025
ISBN-13: 978-1964046648
Why It Belongs on ClevelandLawLinks.com
This title is especially relevant to Ohio residents handling estate planning, probate matters, or fiduciary responsibilities. Our platform highlights tools and educational resources for families, attorneys, and financial professionals throughout the region. Adding this book to our public records and probate resource listings helps fulfill that mission.
Have a resource or book you recommend? Let us know. We are always looking to feature practical, useful content that empowers Ohio families and the professionals who serve them.
