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内容简介:
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
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作者介绍:
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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书籍介绍
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
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