Living Trust Kit

Living Trust Kit
Author: Estatebee
Publisher:
Total Pages: 132
Release: 2021-01-09
Genre:
ISBN: 9781913889074

A living trust is a trust used for the purpose of avoiding the delays and costs associated with probate. They are easy to set up and simply involve completing and signing a trust agreement in which you name yourself as both grantor (creator of the trust) and trustee (manager of the trust assets). Once set up, you transfer some or all your assets to the trust. As trustee, you then take over 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 need to go through probate. This allows for the assets to be distributed quickly after your death, and without the probate fees. 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. ✔ Prepare a living trust quickly and easily. ✔ Avoid the costs and delays of probate. ✔ Protect yourself and your assets during incapacity. ✔ Make gifts to your loved ones. ✔ Create trusts for young beneficiaries.

Make Your Own Living Trust

Make Your Own Living Trust
Author: Denis Clifford
Publisher: Nolo
Total Pages: 312
Release: 2021-03-30
Genre: Business & Economics
ISBN: 1413328407

A do-it-yourself manual for making your own living trust, with checklists, step-by-step procedures, worksheets, and forms.

Suze Orman's Protection Portfolio

Suze Orman's Protection Portfolio
Author: Suze Orman
Publisher:
Total Pages: 166
Release: 2002
Genre: Business & Economics
ISBN: 9781401901189

Suze Orman's Financial Package is a systematic approach for organising your essential documents. The Financial Package is very different from any other product of this type, because Suze has included three CDs that actually include the forms and instructions to create your own advanced directive with durable power of attorney for health care, financial power of attorney, will, and a trust.

Wills and Trusts Kit For Dummies

Wills and Trusts Kit For Dummies
Author: Aaron Larson
Publisher: John Wiley & Sons
Total Pages: 384
Release: 2009-03-09
Genre: Law
ISBN: 0470507713

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 Living Trust

The Living Trust
Author: Henry W. Abts
Publisher: McGraw-Hill/Contemporary
Total Pages: 388
Release: 1997
Genre: Business & Economics
ISBN: 9780809230310

The failproof way to pass along your estate to your heirs without lawyers, courts, or the probate system.

Estate Planning For Dummies

Estate Planning For Dummies
Author: N. Brian Caverly
Publisher: John Wiley & Sons
Total Pages: 397
Release: 2011-03-08
Genre: Business & Economics
ISBN: 1118053958

Planning for your family's future made easy! If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.

Living Trusts

Living Trusts
Author: Dwight F. Bickel
Publisher: Lexis Nexis Matthew Bender
Total Pages:
Release: 1993
Genre: Law
ISBN: 9780820510811

This practice-oriented forms book contains everything necessary to understand, present & implement a living revocable or irrevocable trust. 1 Volume; Looseleaf; updated with annual revision.

Make Your Own Living Trust & Avoid Probate

Make Your Own Living Trust & Avoid Probate
Author: Enodare
Publisher:
Total Pages: 0
Release: 2014-03
Genre: Estate planning
ISBN: 9781906144630

With detailed information, easy-to-follow instructions, helpful worksheets and all of the forms necessary, this book shows both individuals and couples how to avoid the otherwise inevitable delays and costs of probate by preparing their own revocable living trusts and employing other simple probate avoidance strategies.