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Author: L. William Schmidt
Publisher:
ISBN: 9781930993419
Category : Estate planning
Languages : en
Pages : 200
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Book Description
Estate planning is as much art as it is science. To successfully guide clients in accomplishing their goals takes experience that is the result of good training and patient observation over many years. The really good estate planners have dedicated their professional lives to mastering the craft. They are good listeners. They are nonjudgmental observers of the human condition. They become impartial counselors rather than merely competent technicians. This monograph is Bill Schmidt's endeavor to pass along the techniques and forms that he has developed or used in many years of enjoyable service to his clients. This represents his collective wisdom gained from many years of practice to help you avoid some of the pitfalls and mistakes in funding revocable living trusts.
Author: L. William Schmidt
Publisher:
ISBN: 9781930993419
Category : Estate planning
Languages : en
Pages : 200
Get Book
Book Description
Estate planning is as much art as it is science. To successfully guide clients in accomplishing their goals takes experience that is the result of good training and patient observation over many years. The really good estate planners have dedicated their professional lives to mastering the craft. They are good listeners. They are nonjudgmental observers of the human condition. They become impartial counselors rather than merely competent technicians. This monograph is Bill Schmidt's endeavor to pass along the techniques and forms that he has developed or used in many years of enjoyable service to his clients. This represents his collective wisdom gained from many years of practice to help you avoid some of the pitfalls and mistakes in funding revocable living trusts.
Author: Carla Neeley Freitag
Publisher: American Bar Association
ISBN:
Category : Law
Languages : en
Pages : 238
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Book Description
The purpose of creating a living trust usually cannot be accomplished unless property is transferred into the trust. This book explains the steps of transferring the ownership of a variety of assets into trust.
Author: Vickie Schumacher
Publisher: Schumacher Publishing
ISBN:
Category : Law
Languages : en
Pages : 230
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Book Description
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.
Author: Doug H. Moy
Publisher: Wiley
ISBN:
Category : Business & Economics
Languages : en
Pages : 440
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Book Description
Revocable living trusts are the #1 estate planning tool, however, they are not part of a will. A revocable living trust is basically a self-trustee trust. Written in plain English for individual consumers, this completely current and comprehensive book provides practical advice on setting up revocable living trusts.
Author: Denis Clifford
Publisher: Nolo
ISBN: 1413330584
Category : Law
Languages : en
Pages : 257
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Book Description
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.
Author: Doug H. Moy
Publisher: Wiley
ISBN: 0471456209
Category : Business & Economics
Languages : en
Pages : 432
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Book Description
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!
Author: Patrick X. Gallagher
Publisher: CreateSpace
ISBN: 9781514675854
Category :
Languages : en
Pages : 72
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Book Description
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!
Author: Henry W. Abts
Publisher: McGraw-Hill/Contemporary
ISBN: 9780809230310
Category : Business & Economics
Languages : en
Pages : 388
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Book Description
The failproof way to pass along your estate to your heirs without lawyers, courts, or the probate system.
Author: Dwight F. Bickel
Publisher: Lexis Nexis Matthew Bender
ISBN: 9780820510811
Category : Law
Languages : en
Pages :
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Book Description
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.
Author: Robert A. Esperti
Publisher:
ISBN: 9780922943050
Category :
Languages : en
Pages : 534
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Book Description
