How to Avoid Probate by Creating a Living Trust: A Simple Yet Complete Guide
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.
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INTRODUCTION BEHIND THE LEGAL CURTAIN
THE NUTS AND BOLTS OF PROBATE
Dead or Alive
Probate Marches on and on and
DISJOINTING JOINT TENANCY
SO WHAT THE HECK IS A LIVING TRUST?
CONCEPTIONS AND MISCONCEPTIONS
THE TAX AAAN COMETHAND TAKETH
ADDED BLESSINGS BOONSAND TRIBULATIONS
ON YOUR AAARK GET SET CO
FROM ONE POCKET TO ANOTHER
APPENDIX A TWENTYFIVE POPULAR ESTATEPLANNINC MYTHS
APPENDIX B SAMPLE DOCUMENTS OF A LIVING TRUST
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1234 Centerbrook Avenue A-B living trust agent amendment appointed attorney-in-fact attorney's avoid probate bank bond California capital gains taxes certificates of deposit checking account child choose client contingent beneficiary creditors death deceased decedent decedent's decisions Declaration of Trust Department of Revenue disinherited distribution dollars estate planning estate tax exemption expenses federal estate taxes financial custodian health care power heirs income incompetent inheritance inter vivos trust intestate probate investment Jeff John Perkins Trust joint ownership joint tenancy judge legal profession living trust document manage married couple Medicaid Myth patient advocate percent personal guardian personal property personal representative pour-over power of attorney probate court probate procedure probate process probate system quitclaim deed re-titled real estate revocable signature simple stock certificates stockbroker successor trustee surviving grantor surviving spouse Testament transferring assets trust contract Trust Estate trust grantor trustee(s