The Living Trust Workbook

Robert A. Esperti; Renno L. Peterson; Contributor-David K. Cahoone

Published by Penguin (Non-Classics), 2001
ISBN 10: 0140173889 / ISBN 13: 9780140173888
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Synopsis: Revised and updated--the essential workbook for creating a Living Trust and securing your family

Since Robert A. Esperti and Renno L. Peterson's groundbreaking book, Loving Trust, was published in 1988, more and more people have chosen Living Trusts as a probate-free alternative to wills or conventional substitutes. Now in this revised edition, Esperti and Peterson, with David K. Cahoone, have updated and expanded this easy-to-use guide that explains everything you need to know about creating and implementing a Living Trust. This essential workbook will help you and your advisors design a trust tailored for your circumstances and wishes. In this workbook you will learn:

* what a Living Trust is, how it works, and how it will save you money and your family stress during a difficult time
* the role of a Living Trust in the event of disability
* how to place various properties, such as real estate, market accounts, and businesses into your Living Trust
* charts, checklists, worksheets, and sample forms with instructions on how to use them
* tips on choosing and working with a lawyer

About the Author: Robert A. Esperti, Renno L. Peterson and David K. Cahoone are partners and practicing attorneys. Esperti and Peterson co-founded the National Network of Estate Planning Attorneys. The authors frequently lecture on estate and business planning to professional groups nationwide.

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Title: The Living Trust Workbook
Publisher: Penguin (Non-Classics)
Publication Date: 2001
Binding: Paperback
Book Condition: Used: Very Good

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Esperti, Robert A., Peterson, Renno L.
Published by Penguin Books (2001)
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