The Living Trust Workbook: How You and Your Legal Advisors Can Design, Fund and Maintain Your Living Trust Plan

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Overview

A probate-free alternative to wills or conventional substitutes, a Living Trust is an increasingly popular estate-planning tool. This easy-to-use workbook presents detailed information on every aspect of creating and implementing a Living Trust, including:
  • what a Living Trust is, how it works, and how it saves you money;
  • the role of a Living Trust in the event of disability;...
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More About This Book

Overview

A probate-free alternative to wills or conventional substitutes, a Living Trust is an increasingly popular estate-planning tool. This easy-to-use workbook presents detailed information on every aspect of creating and implementing a Living Trust, including:
  • what a Living Trust is, how it works, and how it saves you money;
  • the role of a Living Trust in the event of disability;
  • how to place various properties, such as real estate, money market accounts, livestock, and businesses into your Living Trust;
  • charts, checklists, sample forms, and worksheets, with instructions on how to use and complete them;
  • tips on choosing and working with a lawyer;
  • and much more

Whether it's used by itself or in conjunction with Robert A. Esperti and Renno L. Peterson's bestselling Loving Trust, this essential workbook will help you and your advisors design a trust document tailored for your circumstances and wishes.

This easy-to-use workbook follows a growing trend in personal finance, showing how to create and implement a Living Trust, a probate-free alternative to wills or conventional substitutes. This essential book will help you and your advisors design a trust document blueprinted for your circumstances and wishes.

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Product Details

  • ISBN-13: 9780140240979
  • Publisher: Penguin Group (USA) Incorporated
  • Publication date: 1/1/1995
  • Pages: 336
  • Product dimensions: 7.52 (w) x 9.14 (h) x 0.75 (d)

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