Provides money saving tips, checklists, information on choosing a lawyer, and advice on how to secure a sound future for oneself and one's family.
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Revised and updated--the essential workbook for creating a Living Trust and securing your familySince Robert A. Esperti and Renno L. Peterson's groundbreaking book,Loving Trust, was published in 1988, more and more people have chosen Living Trusts as a probate-free alternative to wills or conventional substitutes. Now in this revised edition, Esperti and Peterson, withDavid K. Cahoone, have updated and expanded this easy-to-use guide that explains everything you need to know about creating and implementing a Living Trust. This essential workbook will help you and your advisors design a trust tailored for your circumstances and wishes. In this workbook you will learn:* what a Living Trust is, how it works, and how it will save you money and your family stress during a difficult time* the role of a Living Trust in the event of disability* how to place various properties, such as real estate, market accounts, and businesses into your Living Trust* charts, checklists, worksheets, and sample forms with instructions on how to use them* tips on choosing and working with a lawyer
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