Jeanne C. Hoff - ...Between Now and Then: What do you plan to do with your time beetween now and then?

After reading this book, I was shocked at how in your face it is. This is a serious financial-planning tool that opens your eyes WIDE.

E. J. Long, President, Long Financial Group

A must read for anyone who wishes to avoid the possibility of creating havoc and heartbreak among and within their loved ones. You say you would like to control the really important things in your life. Well guess what? You can actually have some control over the most profound occurrences in life but only if you act between now and then.

A. T. Al Benelli, CFP

Owner/Founder, The Merlin Group

This book has a wealth of knowledge and recommendations about a part of life that we all share, written by a woman who has a vast knowledge of how to deal with these decisions.

Sherrie P. Schoen, Owner, Signature Gallery

Jeanne has taken the knowledge from her work experience and put it all together in one place to show how those important decisions are interconnected. She translates the language of the professionals into easy-to-understand words to enable people to make these informed life choices.

James J. Heffernen, BS-Econ.; JD; LL.M.-Tax (retired)

As an Estate Tax Attorney for almost 40 years, I found Jeannes book a wonderful primer for ones life it is informative, entertaining and most of all gently directs the reader to consider serious alternatives that we all need to address, but are reluctant to do so. A worthwhile read.

Stephen H. Frishberg, CPA, JD, LL.M-Tax

As someone who has already had to face many landmarks and landscapes of aging, I look back and wish this book had been there to guide me.

Barbara M. Christy

The Library of Congress (retired professional librarian)

Read this book and leave this life without regrets.

Jerry Spinelli,

Newbery Medal-winning author of Maniac Magee

Between now and then is informative, easy to comprehend, and at times even fun to read despite the seriousness of the subject. Relying on her vast experience, research, and interviews, Jeanne Hoff delivers the goods on pretty much everything one needs to know about planning for those events that everyone is destined to face. Its not likely one will find so much information in just one book and where more is needed, Hoff points the way to obtain the best professional advice.

Richard D. Bank, Esquire

Between now and then is a well-organized, clearly written guide for everyone who is now or will eventually face those difficult, often confusing end-of-life decisions. An essential read!

Donald A. Young (retired)

Jeannes attention to the details she has garnered over many years as a legal professional make this book a must read for anyone who hopes to retire with any comfort at all.

Dr. James J. McKeown, Jr.

We all know we cannot avoid Death and Taxes No question this book is a great reference to help us plan for now and for our future. A must read.

Suzanne B. Shank, Owner, Atlas Travel Agency

All rights reserved. No part of this book shall be reproduced or transmitted in any form or by any means, electronic, mechanical, magnetic, photographic including photocopying, recording or by any information storage and retrieval system, without prior written permission of the publisher. No patent liability is assumed with respect to the use of the information contained herein. Although every precaution has been taken in the preparation of this book, the publisher and author assume no responsibility for errors or omissions. Neither is any liability assumed for damages resulting from the use of the information contained herein.

Copyright 2013 by Jeanne C. Hoff
Library of Congress Control Number: 2013907162

ISBN 978-0-7414-8495-6 Paperback
ISBN 978-0-7414-8496-3 eBook

INFINITY PUBLISHING
1094 New DeHaven Street, Suite 100
West Conshohocken, PA 19428-2713
Toll-free (877) BUY BOOK
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THE CONTENTS OF THIS BOOK ARE FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY. FURTHER, THE INFORMATION IS DESIGNED AND INTENDED TO HELP YOU FORM APPROPRIATE QUESTIONS TO ASK SO YOU CAN MAKE INFORMED DECISIONS.

NOTHING IN THIS BOOK IS INTENDED, NOR SHOULD IT BE, IN ANY WAY WHATSOEVER, CONSIDERED OR INTERPRETED AS LEGAL ADVICE, NOR IS IT TO BE THOUGHT OF AS A SUBSTITUTE FOR APPROPRIATE LEGAL OR FINANCIAL ADVICE FROM QUALIFIED PROFESSIONALS. LIKEWISE, NOTHING HEREIN SHOULD BE CONSIDERED A SUBSTITUTE FOR APPROPRIATE RELIGIOUS OR PERSONAL COUNSELING.

THE INFORMATION CONTAINED HEREIN IS BELIEVED TO BE FACTUALLY ACCURATE, BUT NO WARRANTY OR GUARANTEE IS MADE AS TO THE SUITABILITY OF THE INFORMATION. THE ADVICE AND STRATEGIES CONTAINED HEREIN MAY NOT BE SUITABLE FOR EVERY SITUATION; THEREFORE, ALL QUESTIONS REGARDING ANY AND ALL MATTERS CONTAINED HEREIN SHOULD BE DIRECTED TO QUALIFIED PROFESSIONALS.

Jeanne Hoff is an anachronism. She is a genuine throwback to the days when the title of executive secretary or administrative assistant meant something of substance. People who held those positions in a firm were expected to have an array of competencies from postal physics to punctuation. They were usually the last line of defense preventing some highly paid, graduate-educated big shot from looking like a real bonehead to his clients or colleagues as a result of the all-too-ubiquitous dumb mistake the one we all make at one time or another.

I met Jeanne as the result of our search for the Holy Grail of office staff. Years earlier I had founded The Merlin Group, a full-service financial planning firm with a rare, but not totally unique business plan bring values-based, life planning & financial services to the public with a fiduciary standard of competency, commitment and communication. I wanted to make my training as a Certified Financial Planner Practitioner and my personal values work for our clients in an industry riddled with greed and corruption. Our customers made us a success. We were growing like a weed. We desperately needed an office manager who could pull it all together do practically anything with little or no supervision and clearly reflect our commitment to competency. Like I said the Holy Grail!

Jeannes resume documenting vast experiences running her own business, working in key Philadelphia and Montgomery County law firms, personally assisting some near-celebrity estate attorneys led me to ask Why do you want to work here? She was, obviously, way overqualified for what we thought we were able to afford. Someone like her would likely shock our salary budget. Her answer was equally shocking. Im not sure that I do want to work here, she replied. Who was interviewing who, I thought. It became obvious real soon. I want to be a part of something special. I dont need to be a chief but I dont want to be just an Indian either. Challenge me make it worth my time and talent not so much in what you pay me but how you make use of what I know and what I can do! Like I said the Holy Grail. And she was to become a big part of our enterprise. Her undying passion for conveying the need and implementing the details of estate planning made her an invaluable asset to us and our client base. She brought a goldmine of knowledge and experience to the table. She had been there and done that so many times before and now she was part of our planning team. Thus, I feel uniquely qualified and deeply honored to introduce this treasure of a book to you.