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.
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Book Description
Editorial Reviews
From Booklist
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
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.
--This text refers to an out of print or unavailable edition of this title.
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Most Helpful Customer Reviews
1 of 4 people found the following review helpful:
5.0 out of 5 stars
considers factors in addition to legal,
By Retiree (Ojai, CA) - See all my reviews
This review is from: The Living Trust Workbook (Paperback)
Got the book from my local library, and it was so good I wanted my own copy.
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Inside This Book
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First Sentence:
MANY PEOPLE TRY TO ACCOMPLISH ESTATE PLANNING WITHOUT knowing what it is or how to specifically define it. Read the first page Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
personal information checklist, funding your trust, living trust planning, postmortem assignments, nominee partnership, evidencing creation, professional corporation stock, federal estate tax planning, living trust plans, overall estate planning, estate planning advisors, joint trust, financial guardianship, income tax ramifications, trust instructions, memorial instructions, other tangible personal property, revocable living trust, initial trustees, foregoing assignment, purposes herein, trust maker, hereby transfer, trust amendment, foregoing instrument Key Phrases - Capitalized Phrases (CAPs): (learn more)
State of Anywhere, Family Trust, Notary Public, Durable Special Power of Attorney, Memorandum of Personal Property, Esperti Peterson Planning Process, Pocketbook Trust, Stock Power, Main Street, Financing Statement, Internal Revenue Code, Planning Pyramid, Postmortem Assignment, Internal Revenue Service, Loving Trust, National Network of Estate Planning Attorneys, Warranty Deed, Common Trust, Location List, Quitclaim Deed, The Living Trust Revolution, Durable Power of Attorney, Magic Wand, Pour-Over Will, United States New!
Books on Related Topics | Concordance | Text Stats Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Index | Back Cover | Surprise Me!
MANY PEOPLE TRY TO ACCOMPLISH ESTATE PLANNING WITHOUT knowing what it is or how to specifically define it. Read the first page Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
personal information checklist, funding your trust, living trust planning, postmortem assignments, nominee partnership, evidencing creation, professional corporation stock, federal estate tax planning, living trust plans, overall estate planning, estate planning advisors, joint trust, financial guardianship, income tax ramifications, trust instructions, memorial instructions, other tangible personal property, revocable living trust, initial trustees, foregoing assignment, purposes herein, trust maker, hereby transfer, trust amendment, foregoing instrument Key Phrases - Capitalized Phrases (CAPs): (learn more)
State of Anywhere, Family Trust, Notary Public, Durable Special Power of Attorney, Memorandum of Personal Property, Esperti Peterson Planning Process, Pocketbook Trust, Stock Power, Main Street, Financing Statement, Internal Revenue Code, Planning Pyramid, Postmortem Assignment, Internal Revenue Service, Loving Trust, National Network of Estate Planning Attorneys, Warranty Deed, Common Trust, Location List, Quitclaim Deed, The Living Trust Revolution, Durable Power of Attorney, Magic Wand, Pour-Over Will, United States New!
Books on Related Topics | Concordance | Text Stats Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Index | Back Cover | Surprise Me!
Citations (learn more)
This book cites 6
books:
See all 6 books this book cites
6
books
cite this book:
See all 6 books citing this book
- The Living Trust Revolution by Renno L. Peterson on 4 pages
- Loving Trust: The Right Way to Provide for Yourself and Guarantee...; Revised and Expanded by Robert A. Esperti in Front Matter (1), Front Matter (2), and page 30
- Estate Planning Text 7th Edition by Kaplan Financial in Front Matter (1), and Front Matter (2)
- The irrevocable life insurance trust by Robert A Esperti in Front Matter
- The Handbook of Estate Planning by Robert A. Esperti in Front Matter
See all 6 books this book cites
- American Bar Association Family Legal Guide (third edition): Everything your family needs to know about the law and real estate, consumer protection, ... Association Complete Personal Legal Guide) by American Bar Association on page 727
- Protect Your Estate: Definitive Strategies for Estate and Wealth Planning from the Leading Experts by Robert Esperti in Back Matter
- And Thou Shalt Honor: The Caregiver's Companion by Beth Witrogen McLeod in Back Matter
- The American Bar Association Guide to Wills and Estates, Second Edition: Everything You Need to Know About Wills, Estates, Trusts, and Taxes (American Bar Association Guide to Wills & Estates) by American Bar Association on page 132
- And Thou Shalt Honor: The Caregiver's Companion by Beth Witrogen McLeod in Back Matter
See all 6 books citing this book
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