Make Your Own Living Trust [With CDROM] Book + PRICE WATCH * Amazon pricing is not included in price watch

Make Your Own Living Trust [With CDROM] Book

Most of us know that upon our demise, a succession of fees and taxes will eat into our estates--no matter their size--if we don't plan now to protect them. Unfortunately, many of us still postpone this process because we hesitate to summon the outside legal assistance that's traditionally been required. The folks at Nolo Press have made it their mission to provide us with the means to complete a relatively uncomplicated official arrangement like this without lawyers, however, and their third edition of Make Your Own Living Trust offers hope even to the most hesitant among us. With easy-to-follow instructions, helpful worksheets, and all of the forms necessary, attorney Denis Clifford shows both individuals and couples how to avoid otherwise inevitable delays and costs by preparing on their own to transfer their property directly to their designated heirs. Clifford's method involves the creation of a "living trust," which is a basic legal entity that allows property to be simply passed along in this way immediately upon the death of the person who created it. He outlines advantages and drawbacks, and then clearly lays out the entire process. The excuses stop here. --Howard RothmanRead More

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  • Product Description

    Living trusts made simple! Protect your family with this bestselling book.

    Death may be inevitable, but probate doesn't have to be. By creating a living trust, your property will bypass lengthy and expensive probate proceedings and go directly to the people you've designated, quickly and easily.

    Make Your Own Living Trust explains how to create a living trust, transfer property to the trust and amend or revoke the trust at any time. Specifically, it covers how to:

  • create various living trusts, including an AB trust (also known as a marital trust or bypass trust)
  • transfer assets to your trust, including real estate, stocks and bonds, jewelry, art or a small business
  • name beneficiaries for all trust property
  • sign your document and make it legal
  • appoint someone to manage property left to minors or young adults
  • provide for trust property management if you become incapacitated
  • retain absolute control over trust property while you live

    Make Your Own Living Trust includes all the forms you need -- as tear-outs and on CD-ROM -- to create your own trust, plus step-by-step instructions for filling them out. Completely updated and revised, the 9th edition covers the latest laws and information about federal and state estate taxes.

    Good in all states except Louisiana.

    List of Forms
    Form 1: Basic Living Trust for One Person
    Form 2: Basic Shared Living Trust
    Form 3: AB Living Trust
    Form 4: AB Disclaimer Living Trust
    Form 5: Witness Statement for a Florida Living Trust
    Form 6: Assignment of Property to a Trust for One Person
    Form 7: Assignment of Shared Property to a Trust for a Couple
    Form 8: Amendment to Living Trust for One Person
    Form 9: Amendment to Basic Shared Living Trust or AB Trust
    Form 10: Revocation of Living Trust
    Form 11: Basic Will for One Person
    Form 12: Basic Will for a Member of a Couple
    Form 13: Affidavit of Successor Trustee

  • 141330933X
  • 9781413309331
  • Denis Clifford
  • 23 March 2009
  • NOLO
  • Paperback (Book)
  • 372
  • 9 Pap/Cdr
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