Book Review: Thomson Reuters - Estate Planning
Reviewed by Deborah Gordon & Carla Spivak
Two-Comma Wealth: Investment, Tax, and Estate Strategies to Consider When Your Net Worth Exceeds a Million Dollars was reviewed in the August 2025 issue of Estate Planning, a Thomson Reuters journal. The review was written by Deborah Gordon, Professor of Law at Drexel University Thomas R. Kline School of Law, and Carla Spivack, Justice Josiah Brewer Distinguished Professor of Law at Albany Law School.
Gordon and Spivack describe Two-Comma Wealth as an accessible and engaging roadmap for people navigating the financial, behavioral, emotional, and legacy considerations that often emerge after reaching a net worth of $1 million or more. The review highlights George Stefanou's focus on a group that often falls between traditional wealth-building advice and the sophisticated planning resources available to the ultra-wealthy: people who have successfully accumulated substantial wealth and are now asking what comes next.
The reviewers particularly note the book's conversational approach to topics such as tax planning, estate and legacy planning, business succession, retirement strategies, and purpose-driven financial planning. They also highlight the book's SWIM Lessons, which conclude each chapter with practical questions and action items designed to help readers reflect on the material and apply it to their own financial lives.
Ultimately, Gordon and Spivack praise the authenticity of Stefanou's approach, which combines technical financial topics with stories drawn from his family and years of working with clients. They conclude that Two-Comma Wealth is a worthwhile read and note the sense that Stefanou is guiding readers with the same personal concern he brings to planning for his own family.
Deborah Gordon is a Professor of Law at the Drexel University Thomas R. Kline School of Law, where she teaches Trusts & Estates, Legal Methods, and Law & Literature. She is a member of the American Law Institute and has chaired the AALS Trusts & Estates Section. She has written many articles in the area of trusts and estates, and has co-authored a casebook called Experiencing Trusts and Estates published by West.
Carla Spivack is Justice Josiah Brewer Distinguished Professor of Law at Albany Law School. She is a Fellow of the American College of Trusts and Estates Counsel, has written many articles in the area of trusts and estates, and has co-authored a casebook called Experiencing Trusts and Estates published by West.
