Perry, Ann 1953-

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PERRY, Ann 1953-

PERSONAL:

Born 1953. Education: Stanford University, B.A.; Columbia University Graduate School of Journalism, M.A.

ADDRESSES:

Home—Encinitas, CA. Office—San Diego Union-Tribune, P.O. Box 120191, San Diego, CA 92112-0191. E-mail—[email protected].

CAREER:

Journalist and columnist. San Diego Tribune, reporter, 1985-92; San Diego Union-Tribune, personal finance columnist, 1992—.

WRITINGS:

The Wise Inheritor: Protecting, Preserving, and Enjoying Your Inheritance, Broadway Books (New York, NY), 2003.

Internet shopping columnist for Knight-Ridder newspapers. Contributor to Bloomberg Personal and Women's Financial Network.

SIDELIGHTS:

Journalist and personal finance columnist Ann Perry offers "encouragement and fine practical advice" on topics related to estate planning and inheritances, noted Library Journal reviewer Richard Drezen. In her book, The Wise Inheritor: A Guide to Managing, Investing, and Enjoying Your Inheritance, Perry covers in depth issues related to dealing "efficiently with an inheritance, be it in cash, securities, real estate, or other intangibles," Drezen remarked. Perry offers tips on handling practical matters, such as broaching and discussing the inheritance topic with elderly relatives, identifying obvious and hidden assets, deciding how estates will be split up among recipients, distributing heirlooms, and dividing up family businesses. She also stresses the critical importance of executing the proper paperwork, from inventories of assets, to powers of attorney, to correctly prepared wills.

BIOGRAPHICAL AND CRITICAL SOURCES:

PERIODICALS

Library Journal, May 1, 2003, Richard Drezen, review of The Wise Inheritor: Protecting, Preserving, and Enjoying Your Inheritance, p. 132.

U.S. News & World Report, August 18, 2003, Jodie T. Allen, review of The Wise Inheritor: Protecting, Preserving, and Enjoying Your Inheritance, p. 24.