Items related to The Living Trust Workbook: How You and Your Legal Advisors...

The Living Trust Workbook: How You and Your Legal Advisors Can Design, Fund, and Maintain Your Living - Softcover

Esperti, Robert A.; Peterson, Renno L.

 
9780140240979: The Living Trust Workbook: How You and Your Legal Advisors Can Design, Fund, and Maintain Your Living

Synopsis

A useful guidebook for safe financial planning for those who wish to keep their assets probate-free and private provides money-saving tips, checklists, information on choosing a lawyer, and advice on how to secure a sound future for oneself and one's family. Original.

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Reviews

Trying to overcome the antipathy people feel toward discussing estate matters is like trying to get a child to eat lima beans. Lawyers Esperti and Peterson attempt to make estate planning--specifically, creating a living trust--an act of love. Whether or not they succeed is moot; what they do admirably well is provide logical, clear reasons for establishing a living trust. Almost every chapter includes sample forms, from a letter to confirm a first-time meeting with a new attorney to an assignment to the trust of a lease, with the caveat to consult a lawyer before executing these documents. Barbara Jacobs

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