Download or read book The Christian s Guide to Designing a Loving Trust Plan the Smart Alternative to Wills and Probate written by Robert A. Esperti and published by Zondervan Publishing Company. This book was released on 1995 with total page 308 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Christian Guide to Wills Living Trusts and Estate Planning 1 written by Lynne Marie Kohm and published by . This book was released on 2000-09 with total page 260 pages. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive guide to estate and charitable planning and how to incorporate the Christian worldview. The objective is to help you understand why Christian estate planning is unique and to help you accomplish all God has for you in that process. Learn how to find an estate planning attorney, whether or not you need a living trust, and how to provide for your loved ones and organizations important to you as part of your personal legacy.
Download or read book The Living Trust Workbook written by Robert A. Esperti and published by Penguin Books. This book was released on 2001 with total page 356 pages. Available in PDF, EPUB and Kindle. Book excerpt: How you and your legal advisors can design, fund, and maintain your living trust plan and secure your family's future.
Download or read book We The People s Guide to Estate Planning written by Ira Distenfield and published by John Wiley & Sons. This book was released on 2005-04-29 with total page 322 pages. Available in PDF, EPUB and Kindle. Book excerpt: WE THE PEOPLE No lawyers. Save money. We The People is America's largest legal document services company. Dedicated to helping every American avoid the high cost of legal fees, We The People gives you the information you need to handle your own legal filings quickly, easily, and inexpensively. Hundreds of thousands of Americans have already liberated themselves from the tyranny of attorneys' fees--and now you can too! We The People's Guide to Estate Planning makes planning for your future as painless as possible--all without the added hassle of hiring a lawyer. This practical, nuts-and-bolts guide covers all the basics of do-it-yourself estate planning, and covers everything you need to know about living trusts, wills, probate, and estate taxes. Extra resources--a glossary of estate planning terminology; a section on frequently asked questions; samples of effective living trusts and a last will and testament; as well as worksheets and essential information on how to settle an estate--make this the best resource available for this important step in planning for the future. You'll have all the information you need to understand the legal language of a will or living trust and learn how to seek state-specific laws and customs so you can tailor your plans accordingly. In addition, you can download sample documents from which you can create your own. Inside, you'll learn all the basics and more: * Whether you need a living trust, a will, or both * Creating a valid last will and testament * Designating a successor trustee or executor to an estate * Deciding who gets what--and making sure they do * Setting up a living trust and funding it with assets * Understanding durable power of attorney documents and living wills * Tax-saving tips that help you leave more for your beneficiaries * Getting to know (in plain English) the legal language of your will or living trust * Where to download sample documents * Settling an estate with or without a valid will or living trust It's important to take care of the ones you love after you're gone. But if your estate planning isn't done clearly, precisely, and legally, you could end up creating more problems for your survivors than you solve. Do it right, do it inexpensively, and do it yourself--with We The People's Guide to Estate Planning.
Download or read book Make Your Own Living Trust written by Denis Clifford and published by Nolo. This book was released on 2023-03-03 with total page 257 pages. Available in PDF, EPUB and Kindle. Book excerpt: Make Your Own Living Trust can help you make an individual or shared living trust that’s valid in your state, saving your family time, money, and headaches. You can use a living trust to name beneficiaries for property and set up property management for young people. In this way, a living trust is like a will. However, unlike a will, a living trust lets your family bypass probate court— which saves everyone money, delay, and hassle. Make Your Own Living Trust provides all of the plain English instructions, worksheets, and forms you need to create an individual or shared living trust and a basic will (for yourself and your family), without the need for a lawyer. Whether you are single or part of a couple, you can use this book to: decide whether a living trust is right for your family keep control over trust property while you live appoint someone to manage trust property, if needed name beneficiaries to inherit your assets set up property management for young beneficiaries, and learn how to transfer all types of assets to your trust, including real estate, stocks, jewelry, art, or business assets. Even if you prefer to hire a lawyer to draw up your trust, you can use this book to learn about living trusts before you go to the lawyer. Using the book to learn about living trusts will save you a considerable amount of money, compared to paying a lawyer to explain it to you. All of the explanations, instructions, and examples are in the book, and the forms are available for download details inside the book. The legal forms in this book are not valid in Louisiana, Canada, or the U.S. Territories.
Download or read book Living Trusts for Everyone written by Ronald Farrington Sharp and published by Simon and Schuster. This book was released on 2017-03-21 with total page 193 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 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.
Download or read book The Living Trust written by Henry W. Abts and published by McGraw-Hill/Contemporary. This book was released on 1997 with total page 388 pages. Available in PDF, EPUB and Kindle. Book excerpt: The failproof way to pass along your estate to your heirs without lawyers, courts, or the probate system.
Download or read book Estate Planning written by Clint W. Smith and published by Createspace Independent Publishing Platform. This book was released on 2013-04-10 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are you among the 50 percent of American adults who do not yet have a will? For many of us, busy day-to-day lives often result in putting the crucial process of estate planning precariously on the back burner. In fact, if you don't have a clear, considered plan, government treasurers and probate attorneys may just have the ultimate say on your estate. Estate Planning: A Plain English Guide to Wills and Trusts is attorney Clint W. Smith's easy-to-read, invaluable book that will demystify the confusing legal issues and dispel the common misunderstandings that can have serious repercussions for anyone with a net worth of over $50,000. Establishing a well-considered estate plan now can save you or your loved ones considerable costs, months of time, and even relationships. While many individuals believe that wills are the most beneficial way in which to handle estates, the author introduces the option of revocable living trusts as a potential alternative to wills. While wills by their nature result in time-consuming probate, public disclosure, estate tax, and attorney fees, Smith explains that revocable living trusts can provide you with a way to minimize taxes, provide flexibility, help navigate the realities of a living will, and solve the problems inherent to joint tenancy, right of survivorship, and community property. Estate Planning: A Plain English Guide to Wills and Trusts also clears up common misconceptions about wills, offers answers to specific questions about trusts, and offers a step-by-step guide to plan your own revocable living trust. This informative, essential book will teach you the questions you need to ask, and motivate you to act immediately. Accessible and illuminating, Estate Planning will ensure that you are empowered to do a better job of it than the state, and that you leave behind a fitting legacy for your loved ones.
Download or read book The Trustee s Legal Companion written by Liza Hanks and published by Nolo. This book was released on 2023-03-03 with total page 417 pages. Available in PDF, EPUB and Kindle. Book excerpt: Serving as the trustee of a living trust after someone has died can be a big task. This book shows trustees how to get organized, get moving, and do a good job. Living trusts are popular estate planning tools, but when you’re chosen to serve as a trustee, you might wonder where to begin. Trustee’s Legal Companion has everything you need to get organized, get started, and get the job done. You’ll learn how to: decide whether to take on the job of trustee set up ongoing trusts for surviving spouses, children, or beneficiaries with special needs invest trust assets get help from lawyers, financial planners, and other experts handle taxes and prepare accountings, and work effectively with beneficiaries and distribute trust property. The authors—attorneys who have helped many a bewildered trustee—show you, step by step, how to administer a living trust with confidence.
Download or read book The Complete Guide to Creating Your Own Living Trust written by Steven D. Fisher and published by Atlantic Publishing Company. This book was released on 2008 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you want to protect your assets and make sure they are distributed according to your wishes, think about establishing a living trust. It can be designed to manage your investments now and provide broader financial management later to make provisions for a surviving spouse, children, or others, and reduce the impact of estate taxes or avoid probate. This book explains the complicated issues, terminology, and planning strategies of living trusts to the layperson. When you meet with a qualified attorney you will be well prepared, versed in the language, and ready to discuss issues and strategies, which saves time, legal fees, and ensures peace of mind. Get started today!
Download or read book Understanding Living Trusts written by Vickie Schumacher and published by Schumacher Publishing. This book was released on 1990 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.
Download or read book The Complete Guide to Trust and Estate Management written by Gerald Shaw and published by Atlantic Publishing Company. This book was released on 2010-11-15 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: One of the most critical decisions a person must make when crafting a will or establishing a trust is whom to name as executor or trustee. Being chosen for these important jobs is an honor, and you must know how to perform the tasks correctly. With the help of this new book, The Complete Guide to Trust and Estate Management, you will understand the complex process of carrying out a person s final wishes. This book will provide insight whether you are a lawyer, accountant, financial consultant, spouse, adult child, relative, or friend; the simple, easy to understand language makes this book accessible to everyone. You will become familiar with many estate and trust management terms, such as beneficiary, probate, remaindermen, trust agreement, trust property, trustor, and trustee. In addition, you will learn the many duties and responsibilities of an executor, including the disbursement of property to the beneficiaries, collecting and arranging for the payment of debts, approving and disproving creditors claims, calculating taxes, filing forms, assisting the estate attorney, acting as the representative of the estate, inventorying and appraising the assets, and acting in the best interests of the deceased. After reading this book, you will know how to initiate probate; how to preserve the value of the estate; how to notify beneficiaries; how to send notices to the post office, banks, utilities, and credit card companies; how to file for Social Security, civil service, and veteran benefits; how to file tax returns; and how to file state death and federal estate tax returns. As executor, you will be responsible for settling the deceased person s estate and as trustee, you will be responsible for holding and administering the trust assets in the best interests of the trust s beneficiaries. Using this book as a guide, you can be assured that you will be prepared to properly perform the necessary duties entrusted to you. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company president'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.
Download or read book The Living Trust Advisor written by Jeffrey L. Condon and published by John Wiley & Sons. This book was released on 2016-03-25 with total page 319 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Download or read book 8 Living Trust Forms written by Peerless Legal and published by . This book was released on 2014-01-11 with total page 116 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 www.PeerlessLegal.com.
Download or read book How to Avoid Probate by Creating a Living Trust written by Gordon Mead Bennett and published by Barnes & Noble Publishing. This book was released on 2004 with total page 232 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Download or read book Living Trust Kit written by Enodare and published by Enodare Limited. This book was released on 2011-04 with total page 132 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Download or read book Living Trusts written by Doug H. Moy and published by John Wiley & Sons. This book was released on 2004-04-28 with total page 434 pages. Available in PDF, EPUB and Kindle. Book excerpt: Everything estate owners need to establish a successful living trust When properly designed, a revocable living trust can provide all of the estate tax-saving benefits available under a decedent’s Last Will, eliminate a lifetime court-supervised financial guardianship of a person’s financial affairs in the event of physical or mental incapacity, and, upon the trustor’s death, facilitate estate administration without the necessity of a court-supervised process, or probate. Shockingly often, however, trusts are poorly designed and underfunded, nullifying all of their considerable advantages. Living Trusts, Third Edition shows the estate owner how to set up, fund, and manage a living trust that will protect the trustor’s financial affairs in both life and death. Order your copy today!
