The Living Trust Workbook

The Living Trust Workbook


Format
Paperback
Price
$23.00
 
  • Paperback
  • ISBN 9780140173888
  • 352 Pages
  • Penguin Books

Overview

Revised and updated–the essential workbook for creating a Living Trust and securing your family

Since 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

The Living Trust Workbook

The Living Trust Workbook

Robert A. Esperti, Renno L. Peterson

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