The Living Trust Workbook: How You and Your Legal Advisors Can Design, Fund, and Maintain Your Living Trust Plan and Secure Your Family's Future - Softcover

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, with David 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

Revised and updated, this workbook for creating a Living Trust as a probate-free alternative to wills explains everything that readers need to know. Includes and explanation of what a Living Trust is and how it works; how to place various properties into the trust; charts, checklists, worksheets, and sample forms with instructions; and tips on choosing a lawyer.