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Author : Carla Neeley Freitag
Publisher : American Bar Association
Page : 238 pages
File Size : 48,5 Mb
Release : 2004
Category : Law
ISBN : STANFORD:36105063715291
The purpose of creating a living trust usually cannot be accomplished unless property is transferred into the trust. This book explains the steps of transferring the ownership of a variety of assets into trust.
Author : Vickie Schumacher,Jim Schumacher
Publisher : Schumacher Publishing
Page : 230 pages
File Size : 51,5 Mb
Release : 1990
Category : Law
ISBN : PSU:000017742337
Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.
Author : Doug H. Moy
Publisher : Wiley
Page : 440 pages
File Size : 41,6 Mb
Release : 1997
Category : Business & Economics
ISBN : STANFORD:36105060479412
Revocable living trusts are the #1 estate planning tool, however, they are not part of a will. A revocable living trust is basically a self-trustee trust. Written in plain English for individual consumers, this completely current and comprehensive book provides practical advice on setting up revocable living trusts.
Author : Dwight F. Bickel
Publisher : Lexis Nexis Matthew Bender
Page : 128 pages
File Size : 50,7 Mb
Release : 1993
Category : Law
ISBN : 0820510815
This practice-oriented forms book contains everything necessary to understand, present & implement a living revocable or irrevocable trust. 1 Volume; Looseleaf; updated with annual revision.
Author : L. William Schmidt,Continuing Legal Education in Colorado
Publisher : Unknown
Page : 200 pages
File Size : 46,7 Mb
Release : 2005-01-01
Category : Estate planning
ISBN : 1930993412
Estate planning is as much art as it is science. To successfully guide clients in accomplishing their goals takes experience that is the result of good training and patient observation over many years. The really good estate planners have dedicated their professional lives to mastering the craft. They are good listeners. They are nonjudgmental observers of the human condition. They become impartial counselors rather than merely competent technicians. This monograph is Bill Schmidt's endeavor to pass along the techniques and forms that he has developed or used in many years of enjoyable service to his clients. This represents his collective wisdom gained from many years of practice to help you avoid some of the pitfalls and mistakes in funding revocable living trusts.
Author : Denis Clifford
Publisher : Nolo
Page : 257 pages
File Size : 52,5 Mb
Release : 2023-03-03
Category : Law
ISBN : 9781413330588
Make Your Own Living Trust can help you make an individual or shared living trust that’s valid in your state, saving your family time, money, and headaches. You can use a living trust to name beneficiaries for property and set up property management for young people. In this way, a living trust is like a will. However, unlike a will, a living trust lets your family bypass probate court— which saves everyone money, delay, and hassle. Make Your Own Living Trust provides all of the plain English instructions, worksheets, and forms you need to create an individual or shared living trust and a basic will (for yourself and your family), without the need for a lawyer. Whether you are single or part of a couple, you can use this book to: decide whether a living trust is right for your family keep control over trust property while you live appoint someone to manage trust property, if needed name beneficiaries to inherit your assets set up property management for young beneficiaries, and learn how to transfer all types of assets to your trust, including real estate, stocks, jewelry, art, or business assets. Even if you prefer to hire a lawyer to draw up your trust, you can use this book to learn about living trusts before you go to the lawyer. Using the book to learn about living trusts will save you a considerable amount of money, compared to paying a lawyer to explain it to you. All of the explanations, instructions, and examples are in the book, and the forms are available for download details inside the book. The legal forms in this book are not valid in Louisiana, Canada, or the U.S. Territories.
Author : Robert A. Esperti,Renno L. Peterson
Publisher : Penguin Mass Market
Page : 340 pages
File Size : 48,9 Mb
Release : 1995
Category : Business & Economics
ISBN : 0140240977
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.
Author : Thomas P. Roberts
Publisher : Unknown
Page : 169 pages
File Size : 48,6 Mb
Release : 1996-06-01
Category : Living trusts
ISBN : 0965259218
Author : Ira Distenfield,Linda Distenfield
Publisher : John Wiley & Sons
Page : 322 pages
File Size : 50,7 Mb
Release : 2005-04-29
Category : Business & Economics
ISBN : 9780471730910
WE THE PEOPLE No lawyers. Save money. We The People is America's largest legal document services company. Dedicated to helping every American avoid the high cost of legal fees, We The People gives you the information you need to handle your own legal filings quickly, easily, and inexpensively. Hundreds of thousands of Americans have already liberated themselves from the tyranny of attorneys' fees--and now you can too! We The People's Guide to Estate Planning makes planning for your future as painless as possible--all without the added hassle of hiring a lawyer. This practical, nuts-and-bolts guide covers all the basics of do-it-yourself estate planning, and covers everything you need to know about living trusts, wills, probate, and estate taxes. Extra resources--a glossary of estate planning terminology; a section on frequently asked questions; samples of effective living trusts and a last will and testament; as well as worksheets and essential information on how to settle an estate--make this the best resource available for this important step in planning for the future. You'll have all the information you need to understand the legal language of a will or living trust and learn how to seek state-specific laws and customs so you can tailor your plans accordingly. In addition, you can download sample documents from which you can create your own. Inside, you'll learn all the basics and more: * Whether you need a living trust, a will, or both * Creating a valid last will and testament * Designating a successor trustee or executor to an estate * Deciding who gets what--and making sure they do * Setting up a living trust and funding it with assets * Understanding durable power of attorney documents and living wills * Tax-saving tips that help you leave more for your beneficiaries * Getting to know (in plain English) the legal language of your will or living trust * Where to download sample documents * Settling an estate with or without a valid will or living trust It's important to take care of the ones you love after you're gone. But if your estate planning isn't done clearly, precisely, and legally, you could end up creating more problems for your survivors than you solve. Do it right, do it inexpensively, and do it yourself--with We The People's Guide to Estate Planning.
Author : Robert A. Esperti,Renno L. Peterson
Publisher : Viking Adult
Page : 504 pages
File Size : 44,5 Mb
Release : 1992
Category : Business & Economics
ISBN : UCAL:B4160250
"Robert A. Esperti and Renno L. Peterson taught Americans how to properly plan for themselves, their spouses, their children, their grandchildren, and charities in their landmark book, Loving Trust. In this new book, The Living Trust Revolution, they offer a point-by-point comparison of wills and living trusts that debunks the commonly held beliefs that wills better serve average Americans and that they can reasonably accommodate their estate planning needs. There are shocking deficiencies in the American legal system's approach to estate planning; The Living Trust Revolution exposes them and tells readers what they can do now to avoid problems - and probate - later on." "The Living Trust Revolution is written in clear, straightforward language and specifically addresses the anxieties most of us have about protecting ourselves, our assets, and our loved ones from unreasonable fees, red tape, and putting ourselves under the control of nonfamily members." "Authoritative and deeply reassuring, The Living Trust Revolution empowers readers to care for their loved ones now - and keep on caring for them in the future - with new confidence."--BOOK JACKET.Title Summary field provided by Blackwell North America, Inc. All Rights Reserved
Author : Estatebee
Publisher : Unknown
Page : 132 pages
File Size : 42,7 Mb
Release : 2021-01-09
Category : Electronic
ISBN : 1913889076
A living trust is a trust used for the purpose of avoiding the delays and costs associated with probate. They are easy to set up and simply involve completing and signing a trust agreement in which you name yourself as both grantor (creator of the trust) and trustee (manager of the trust assets). Once set up, you transfer some or all your assets to the trust. As trustee, you then take over management of the trust assets. When you die, the assets are distributed to the beneficiaries named in the trust agreement. However, as the assets are held in the trust's name rather than in your personal name, they will not need to go through probate. This allows for the assets to be distributed quickly after your death, and without the probate fees. This self-help kit provides you with step-by-step instructions, detailed information and all the legal forms necessary to help you create your own revocable living trust and avoid probate. ✔ Prepare a living trust quickly and easily. ✔ Avoid the costs and delays of probate. ✔ Protect yourself and your assets during incapacity. ✔ Make gifts to your loved ones. ✔ Create trusts for young beneficiaries.
Author : Henry W. Abts
Publisher : McGraw-Hill/Contemporary
Page : 388 pages
File Size : 40,8 Mb
Release : 1997
Category : Business & Economics
ISBN : 0809230313
The failproof way to pass along your estate to your heirs without lawyers, courts, or the probate system.
Author : Ronald Farrington Sharp
Publisher : Skyhorse Publishing Inc.
Page : 147 pages
File Size : 45,8 Mb
Release : 2010
Category : Business & Economics
ISBN : 9781581156744
Explains how living trusts work, discusses the different types of trusts, compares living trusts with wills, and offers advice on selecting an attorney.
Author : N. Brian Caverly,Jordan S. Simon
Publisher : John Wiley & Sons
Page : 384 pages
File Size : 46,6 Mb
Release : 2011-03-08
Category : Business & Economics
ISBN : 9781118053959
If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.
Author : Suze Orman
Publisher : Unknown
Page : 166 pages
File Size : 47,8 Mb
Release : 2002
Category : Business & Economics
ISBN : 1401901182
Suze Orman's Financial Package is a systematic approach for organising your essential documents. The Financial Package is very different from any other product of this type, because Suze has included three CDs that actually include the forms and instructions to create your own advanced directive with durable power of attorney for health care, financial power of attorney, will, and a trust.