Living Trusts for Everyone

Why a Will Is Not the Way to Avoid Probate, Protect Heirs, and Settle Estates (Second Edition)

Author: Ronald Farrington Sharp

Publisher: Skyhorse Publishing, Inc.

ISBN: 1621535703

Category: Law

Page: 192

View: 5049

Readers say it best: "Very informative", "saved me a lot of money and headaches!", "recommend it for everyone who has to plan estates for their elderly parents" Living Trusts for Everyone is the best resource for setting up a living trust. Explaining in specific terms what benefits a trust will have, Ronald Farrington Sharp gives the tools necessary to set up a loved one’s trust with no lawyers and no expense. Wills benefit lawyers. Trusts benefit the clients. Too often lawyers sell wills to clients only to sit back and wait to sell their probate services to their clients’ heirs. Ronald Farrington Sharp describes the best way to handle modern estate planning and details the many advantages trusts have over wills in not only eliminating probate but in also protecting your assets for your heirs. Sharp explains why legal services are not needed to do the clerical work in settling a trust after death. This updated edition includes new information on an array of subjects, including: Elimination of the federal estate tax for most estates due to increased exemption amounts Online assets The use of passwords, usernames, and websites Keeping trustees honest and the process of removing trustees for malfeasance Forms for simplifying the planning process Strategies to lower attorneys’ fees>/li> With no legal jargon, just step-by-step instructions and sample form letters, Living Trusts for Everyone takes the mystery out of the process of setting up a trust.

Make Your Own Living Trust

Author: Denis Clifford

Publisher: Nolo

ISBN: 1413323405

Category: Law

Page: 360

View: 5942

Living trusts simplified! Protect your family and avoid probate with this bestselling guide 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 what living trusts are, how they work, why you may want one. You'll learn how to: create an individual or shared living 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 register, amend, or revoke a trust, and make a basic will. Make Your Own Living Trust includes all the forms you need to create your own trust, plus step-by-step instructions for filling them out. Completely updated and revised, this edition includes the latest tax and legal information, including updated information about the federal estate tax. Good in all states except Louisiana.

Your Living Trust and Estate Plan 2012-2013

How to Maximize Your Family's Assets and Protect Your Loved Ones

Author: Harvey J. Platt

Publisher: Skyhorse Publishing Inc.

ISBN: 158115870X

Category: Business & Economics

Page: 339

View: 4970

Covers the essentials of estate planning, details strategies for using a living trust to create a flexible estate plan, and explains the changes to the tax laws.

How to Avoid Probate!

Author: Norman F. Dacey

Publisher: Harmony Books

ISBN: 9780517551509

Category: Estate planning

Page: 598

View: 2689

Provides expanded, detailed coverage of many new types of assets, outlining more than one hundred new trust forms designed to minimize or eliminate court involvement and legal consultations

Living Trust Kit

Author: Enodare

Publisher: Enodare Limited

ISBN: 1906144400

Category: Law

Page: 132

View: 3284

A revocable living trust is a type of trust created for the purpose of holding ownership of an individual's assets during that person's lifetime, and for distributing those assets after their death. This self-help legal book provides you with step-by-step instructions, detailed information and all the legal forms necessary to enable you to establish your own revocable living trust.

The Complete Book of Wills, Estates & Trusts

Author: Alexander A. Bove, Jr., Esq.

Publisher: Holt Paperbacks

ISBN: 1466829001

Category: Law

Page: 384

View: 9072

The best legal guide to wills and estates—with more than 80,000 copies sold—now updated to cover the current asset protection options and estate laws Whether grappling with modest or extensive assets, The Complete Book of Wills, Estates, and Trusts has long been the indispensable guide for protecting an estate for loved ones. In this completely revised third edition, updated to cover the latest changes in estate law, attorney Alexander A. Bove, Jr., clearly explains • how to use a will to avoid probate and legal complications • how trusts work and how to use trusts to save taxes • how to contest a will and how to avoid a contest • how to settle an estate or make a claim against one • how to establish a durable power of attorney • how to protect assets from creditors In his straightforward and humorous style, Bove shares easy-to-understand legal definitions, savvy advice on taxes, and pragmatic and simple sample forms, all illustrated with entertaining examples and actual cases. The Complete Book of Wills, Estates, and Trusts is the best guide available for defending your financial legacy

Understanding Living Trusts

How You Can Avoid Probate, Save Taxes, and Enjoy Peace of Mind

Author: Vickie Schumacher,Jim Schumacher

Publisher: Schumacher Publishing

ISBN: 9780945811121

Category: Estate planning

Page: 266

View: 8839

The fifth edition of this bestseller is packed with the most complete and easy-to-read information on Living Trusts, Wills, probate, taxes and estate planning strategies. Includes step-by-step action plan and free access to directory of estate planning attorneys. Previous editions sold over 350,000 copies.

8 Ways to Avoid Probate

Author: Mary Randolph

Publisher: Nolo

ISBN: 1413325149

Category: Law

Page: 296

View: 7869

By taking some simple steps now, you can spare your family and beneficiaries a lot of time and money. How much? Probate court proceedings after a death can drag on for a year and cost tens of thousands of dollars--money that would otherwise have gone directly to your loved ones. 8 Ways to Avoid Probate offers easy and effective ways to skip the probate process so that property goes directly to the intended beneficiaries. Using the simple, plain English instructions, you'll learn how to create a savvy estate plan. Find out about: naming payable-on-death beneficiaries for financial accounts owning property jointly leaving real estate with transfer-on-death deeds using a living trust naming the right beneficiaries for IRAs, 401 (k)s, and other retirement plans, and using probate shortcuts for small estates procedures for small estates. This (12th) edition provides updates to 50-state rules on probate, including affidavit procedures for small estates and transfer-on-death registration for vehicles and securities.

The Living Trust Advisor

Everything You (and Your Financial Planner) Need to Know about Your Living Trust

Author: Jeffrey L. Condon

Publisher: John Wiley & Sons

ISBN: 1119093317

Category: Business & Economics

Page: 416

View: 6702

A comprehensive guide to living trusts, with expert financial and legal guidance The Living Trust Advisor is an expert guide for both advisors and their clients on the complex process of establishing, living with, and maintaining a living trust. Written by renowned family inheritance attorney Jeffrey L. Condon, this book discusses the various aspects of this important document, and shows you how to manage a seamless transfer of assets to various beneficiaries. This new second edition has been fully updated and revised to reflect the extensive changes to the Estate Tax Law that have taken place since the initial publication, giving you the most up-to-date information and guidance on preserving your wealth and helping your heirs avoid estate tax liability. You'll develop a vision for your trust before you ever meet with an attorney or other key players, and learn how to establish and maintain a trust that remains rock-solid for your lifetime and beyond. As the living trust has replaced the will as the primary means of settling after-death estates, clear guidance and current legal information is of utmost importance for advisors and clients alike. This book is a valuable resource for every stage of planning and execution, helping you ensure that you provide for your beneficiaries the way you intend. Know what to think about before your first meeting with a lawyer Establish and manage your living trust to carry out your wishes Identify potential inheritance problems and build solutions into the trust Distribute assets to future generations, and protect them after the transfer Dealing with complex financial and legal issues while facing our own mortality is a difficult task, but making these decisions is critical to the future outcome of your estate. The Living Trust Advisor expertly guides you through the process so you can be confident that your wishes will be carried out.

How to Avoid Probate by Creating a Living Trust

A Simple Yet Complete Guide

Author: Gordon Mead Bennett

Publisher: Barnes & Noble Publishing

ISBN: 9780760754726

Category: Law

Page: 213

View: 5718

Learn how simple it is to create your own probate-avoiding, tax-saving living trust without the expense and double-talk of a lawyer. Find out: Why a living trust is better than a will, how to quickly and easily transfer assets into your trust, how married couples can double their estate tax exemption, the best way to name a gardian for your underage children, how to protect yourself and your assets in the case of physical or mental incapacity, how to assign financial and health care powers of attorney, and more.

Your New Jersey Wills, Trusts, & Estates Explained Simply

Important Information You Need to Know for New Jersey Residents

Author: Linda C. Ashar

Publisher: Atlantic Publishing Company

ISBN: 1601384203

Category: Law

Page: 288

View: 8220

Few people want to think about what would happen to their family if they become disabled or die; however, planning for these occurrences in advance will reduce potential stress on your family later in life. This new book will take the guesswork out of planning your estate and help you finally understand the complex processes.The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. Your New Jersey Wills, Trusts, & Estates Explained Simply will help you glide through this complicated process. This new book has been adapted to offer New Jersey residents state-specific advice for estate planning. Author Linda C. Ashar, attorney at law, has crafted an estate planning primer, allowing New Jersey residents to become more informed and more involved during the process.Your New Jersey Wills, Trusts, & Estates Explained Simply will provide all the information you need to choose, set up, and execute a will, trust, or estate. You will learn the legal terminology, including beneficiary, probate, trustor, trustee, assets, guardianship, and executor. You will also learn about trust agreements, trust property, settlement costs, life insurance, durable powers of attorney, marital deductions, gift splitting, survivorship deeds, gift tax issues, generation skipping transfer tax, tax deferred accounts, and advance directives. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.

8 Living Trust Forms

Legal Self-Help Guide

Author: Peerless Legal,Sanket Mistry

Publisher: N.A

ISBN: 9781940788043


Page: 116

View: 4413

One of the fastest ways to transfer property after your death is through a living trust because trusts are not required to go through probate court. In addition to saving time and avoiding probate costs, a trust lets you control who will receive property after you die. "8 Living Trust Forms" helps you create your own living trust forms to meet your needs. You'll discover how to: avoid probate, distribute property quickly, keep property distributions private, provide an alternative to creating a will, ensure your possessions will be distributed as you wish, reduce the potential family conflicts, and much more. For many people, a will is their first choice for passing on property to their loved ones, but it's not the only document that should be considered. Both a will and living trust contain your inheritance instructions, meaning they state who gets what property, when they will get it, and how they will get it. To create a living trust, a lawyer is not required or necessary, especially for simple living trusts. All you really need is a little bit of intelligence and the right information. A living trust can be an important part--and in some cases, the most important part--of your estate. A living trust can help ensure that your assets are managed according to your wishes, even if you become unable to manage the trusts yourself. Sample Living Trust Forms Include: Single Person Living Trust Married Living Trust Married AB Living Trust Florida Witness Statement for Living Trust Assignment of Property to a Living Trust Affidavit of Assumption of Duties by Successor Trustee Living Trust Amendment Revocation of Living Trust Checklist The Legal Self-Help Guide series provides information to those who want to understand their legal rights and responsibilities in an effort to resolve legal problems or know enough to feel confident in their decision to retain legal counsel. This Guide provides plain-English explanations as an alternative to the legal jargon that fills legal books. Express Your Rights. At Peerless Legal we believe the law is only useful when people have the tools they need to understand their rights. Join us on our quest to make the law usable and accessible to anyone. No CDs No Confusing Online Application Forms No Monthly (Or Hourly) Fees Save Time Save Money Make It Legal Learn Basics Learn more and get updates at

No Regrets, No Remorse

A Sydney Simone Mystery

Author: R F Sharp

Publisher: Poisoned Pen Press Inc

ISBN: 1615954325

Category: Fiction

Page: 226

View: 2730

For cover, Sydney works as an assistant at the Rose Madder Gallery in West Palm Beach run by Oscar Leopold. Oscar, a sculptor, has left his law practice behind. But now his former partner Roy is arrested for murdering Big Jack, an attorney with a sleazy television advertising presence. At the same time Sydney is dealing with a client who has seemingly penetrated her defenses and demands she complete a job—rubbing out Big Jack.—an assignment where she has accepted, and pocketed, an unusually large fee. So now Sydney the client gives Sydney a new target and Sydney switches gears: dedicated to saving herself, Oscar, and Roy, even as she continues to operate Teaming with Oscar isn’t easy since she can’t tell him all she knows, but soon their investigation leads to a complex insurance fraud scheme that implicates Roy – perhaps he really is guilty. But Oscar becomes an investigative target himself and is arrested, then kidnapped and assaulted as he tries to find the true killer. The story ranges from the corporate offices of South Florida to the

Build Your Own Living Revocable Trust

A Guide to Creating a Living Revocable Trust

Author: Patrick X. Gallagher

Publisher: CreateSpace

ISBN: 9781514675854


Page: 72

View: 1189

Living Revocable Trust: What You Need to Know to Create One Today!? Why wait when it can be done now? Free yourself of future problems with your Will by building your very own Living Revocable Trust. You do not have to be a millionaire in order to build a Trust. Anyone who wants to protect his or her assets should have a Trust. This eBook is here to help you out.This eBook - "Building your Own Living Revocable Trust: A Pocket Guide to Creating a Living Revocable Trust"- was created by author Patrick X. Gallagher with the aim to offer an easy and inexpensive way of creating your very own Trust. The author provides a personal narrative of his experience in creating his own living revocable trust. He turns this narrative into a self-help instructional and in-depth discussion of how you can build your own Trust. If you want to protect your assets while you are still able to do so, then do it now. Create your living revocable trust and you will eliminate the hassle of going to a probate court in the future. Sure you can create your Will to protect your assets and make sure that your family gets them. But after you have died, your family needs to prove in a probate court that the Will is valid. With a Living Revocable Trust, you can save your family from the pain and financial stress of a probate hearing.This new living trust eBook guarantees a clear, straight-forward, and thorough break down of the steps you will undertake in order to write and complete your very own trust. In addition to these steps, the author also includes in his Living Revocable Trust eBook some of the document samples.He guarantees that you will spend less money in building your own Trust that you will normally have to pay a lawyer to make.Patrick X. Gallagher wants to share his experience and know-how on building a living revocable trust to those who would like to know which assets should be included and excluded from a Trust. Those who would also like to empower themselves with the benefits of a creating a living revocable trust will benefit from buying this eBook. Moreover, those who are self-directed will reap the advantages of having this eBook in their hands. You can learn from someone who has already created and funded his own Trust without the help of a lawyer who may seem to be only after the money that they will get from assisting you. While the author is not a lawyer, this plays to the advantage of the eBook reader. The author assures that the eBook will be a healthy exchange of ideas between someone who has experienced creating a Trust all by himself and someone who just want things done thoroughly yet inexpensively. Why keep a Trust for your Assets? Why Not Settle for a Will?Apart from the reasons extensively explained in this eBook, a living revocable trust is a document that can be revoked, changed, or terminated at any time that the Trustee (the creator of the Trust) wishes to do so. In this way, your assets become more fluid. Also, the assets are kept protected as the Trust can be updated while the Trustee is still alive and well.Unlike a Will, a Trust is more flexible and sustainable. A complete analysis and comparison between a Trust and a Will is presented in this eBook.While you are still around to protect your assets, why not start building your own Living Revocable Trust? Do not wait for your family to suffer the consequences of a probate.Get Started with Building a Living Revocable Trust.Protect your assets by creating a document that privately assures the security of your assets that you want to pass down to your family and relatives.Free yourself from the troubles while you still can. This eBook is here to help you complete a living revocable trust easily minus the headache and cost of dealing with lawyers. Be your own financial guru and protect your family today.Wait no Longer - click the buy button now!

Living Trust Kit

Trusts Made Easy

Author: Enodare Limited

Publisher: N.A

ISBN: 9781906144913

Category: Law

Page: N.A

View: 8544

Due to increased media attention, most of us are now aware of the substantial costs and delays associated with probate. Fortunately, these problems can be avoided by simply creating a living trust. A living trust is a trust used for the purpose of avoiding probate. It is easy to set up and simply involves completing and signing a trust agreement in which you name yourself as both grantor (creator of the trust) and trustee of the trust. Once the trust is set up, you then transfer some or all of your assets to it. As trustee, you are responsible for the 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 form part of your probate estate and therefore do not need to go through probate. This allows for the assets to be distributed quickly after your death. 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.* Avoid probate* Manage your property during incapacity* Make gifts to your loved ones* Create trusts for young beneficiaries

Wills and Trusts Kit For Dummies

Author: Aaron Larson

Publisher: John Wiley & Sons

ISBN: 0470507713

Category: Law

Page: 384

View: 5487

Navigate probate, tax issues, and state laws Create an estate plan and protect your family's interests Need a will, but have no idea where to start? This friendly guide shows youhow to prepare a legal will or trust — either on your own or with professional help — and ensure that your wishes are honored. You'll handle everything from planning your bequests and writing and signing a will to selecting a trust and drafting your durable power of attorney. Discover how to: Provide for your children Hire and work with professionals Minimize tax liabilities Amend or revoke a will or trust Avoid common estate planning mistakes Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

The Giver

Author: Lois Lowry

Publisher: Houghton Mifflin Harcourt

ISBN: 054434068X

Category: Juvenile Fiction

Page: 240

View: 6818

Living in a "perfect" world without social ills, a boy approaches the time when he will receive a life assignment from the Elders, but his selection leads him to a mysterious man known as the Giver, who reveals the dark secrets behind the utopian facade.

Quick & Legal Will Book

Author: Denis Clifford

Publisher: Nolo

ISBN: 1413324037

Category: Business & Economics

Page: 208

View: 1726

In all 50 states, if you die without an estate plan, state law determines what happens to your property. To take control of what happens to your property when you die, you can use this book to create a will that distributes your property, names your executor, and sets up guardianships for your children and their property.

Ready for Pretirement

Everything You Need to Know NOW So Your Money Is There When You Need It

Author: Kris Miller

Publisher: Morgan James Publishing

ISBN: 1614481253

Category: Business & Economics

Page: 200

View: 945

Writing a will or living trust can be scary and confusing, but Miller breaks down all the big words into easy-to-understand worksheets and tools readers can use, no matter their age.