Make Your Own Living Trust
Living trusts made simple! Protect your family with this bestselling book.
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 how to create a living trust, transfer property to the trust and amend or revoke the trust at any time. Specifically, it covers how to:
create various living trusts, including an AB trust (also known as a marital trust or bypass 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
"Make Your Own Living Trust" includes all the forms you need -- as tear-outs and on CD-ROM -- to create your own trust, plus step-by-step instructions for filling them out. Completely updated and revised, the 9th edition covers the latest laws and information about federal and state estate taxes.
Good in all states except Louisiana.
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Review: Make Your Own Living Trust [With CDROM]User Review - Goodreads
With this book, I have all the information I need to create my own living trust. It's not hard or time consuming either. Using the accompanying CD, I've got all of the forms I need without searching online for downloads. Great resource. Read full review
Bank Accounts and Safe Deposit Boxes
Vehicles Boats and Planes
Leaving Unequal Amounts of Property to Children
Second or Subsequent Marriages
Communicating Your Decisions to Family and Friends
Does Everyone Need a Living Trust?
If I Prepare a Living Trust Do I Need a Will?
how Can I Leave Trust Property to Children and Young Adults?
Will My Living Trust reduce Estate Taxes?
Do I Need a Catastrophic Illness Clause in My Trust?
Can I Place real Estate in a Living Trust?
Can I Sell or Give Away Trust Property While Im Alive?
Who Must Know About My Living Trust?
What About Free Living Trust Seminars?
If You Are Single
If You Are Part of a Couple
Basic Shared Living Trusts
TaxSaving AB Trusts
Choosing One of Nolos AB Trusts
The Size of Your Estate
how Nolos AB Trusts Work
Alternatives to Nolos AB Trusts
Listing the Property to Be Put in Your Trust
Property You Should Not Put in Your Living Trust
Property You Can Put in Your Living Trust
Marital Property Laws
Completing the Property Worksheet
The Initial Trustee
The Trustee After One Spouses Death or Incapacity
Kinds of Trust Beneficiaries
Naming Your Primary Beneficiaries
Simultaneous Death Clauses
Some Common Concerns About Beneficiaries
Naming Alternate Beneficiaries
Putting Conditions on Beneficiaries
Property That Is No Longer in Your Trust at Your Death
Property Management Options
Childs Trust or Custodianship?
TaxSaving Educational Investment Plans
Choosing the right Trust Form
Prepare Your Final Trust Document
Sign Your Living Trust in Front of a Notary
registering the Trust
Adding Property to Your Living Trust
When to Amend Your Living Trust Document
Who Can Amend a Living Trust Document
How to Amend Your Trust Document
Revoking Your Living Trust
Who Serves as Trustee After the Grantors Death
The Trustees Duties
Transferring Property to Beneficiaries
Preparing and Filing Tax returns
Administering a Childs Trust
Using a Backup Will
Federal Gift and Estate Taxes
Planning for Incapacity
LongTerm Trusts to Control Property
Why Prepare a Backup Will?
Avoiding Conflicts Between Your Will and Your Living Trust
Filling in the Will Form
Signing and Witnessing Your Will
Hiring a Lawyer to review Your Living Trust
Installing the Form Files Onto Your Computer
Files on the CDrOM
Basic Living Trust for One Person
Basic Shared Living Trust
AB Living Trust
AB Disclaimer Living Trust
Witness Statement for a Florida Living Trust
Assignment of Property to a Trust for One Person
Assignment of Shared Property to a Trust for a Couple
Amendment to Living Trust for One Person
Amendment to Basic Shared Living Trust or AB Trust
Revocation of Living Trust
Basic Will for One Person
Basic Will for a Member of a Couple
Affidavit of Successor Trustee
Individual Living Trust
Basic Shared Living Trust