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תקציר הספר
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.
List of Forms
Form 1: Basic Living Trust for One Person
Form 2: Basic Shared Living Trust
Form 3: AB Living Trust
Form 4: AB Disclaimer Living Trust
Form 5: Witness Statement for a Florida Living Trust
Form 6: Assignment of Property to a Trust for One Person
Form 7: Assignment of Shared Property to a Trust for a Couple
Form 8: Amendment to Living Trust for One Person
Form 9: Amendment to Basic Shared Living Trust or AB Trust
Form 10: Revocation of Living Trust
Form 11: Basic Will for One Person
Form 12: Basic Will for a Member of a Couple
Form 13: Affidavit of Successor Trustee
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:
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.
List of Forms
Form 1: Basic Living Trust for One Person
Form 2: Basic Shared Living Trust
Form 3: AB Living Trust
Form 4: AB Disclaimer Living Trust
Form 5: Witness Statement for a Florida Living Trust
Form 6: Assignment of Property to a Trust for One Person
Form 7: Assignment of Shared Property to a Trust for a Couple
Form 8: Amendment to Living Trust for One Person
Form 9: Amendment to Basic Shared Living Trust or AB Trust
Form 10: Revocation of Living Trust
Form 11: Basic Will for One Person
Form 12: Basic Will for a Member of a Couple
Form 13: Affidavit of Successor Trustee
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