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Make Your Own Living Trust | 
 enlarge | Author: Denis Clifford Attorney
Publisher: NOLO
Category: Book
List Price: $39.99
Buy New: $24.74
You Save: $15.25 (38%)
(as of 7/31/10 05:56 PDT - Details)
New (22) Used (12) from $17.99
Rating:  20 reviews
Sales Rank: 33559
Media: Paperback
Edition: 9
Pages: 372
Number Of Items: 2
Shipping Weight (lbs): 2
Dimensions (in): 10.8 x 8.3 x 0.9
ISBN: 141330933X
Dewey Decimal Number: 346.73052
EAN: 9781413309331
ASIN: 141330933X
Publication Date: March 6, 2009
Availability: Usually ships in 1-2 business days
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| Features:
| • | ISBN13: 9781413309331 | | • | Condition: New | | • | Notes: BUY WITH CONFIDENCE, Over one million books sold! 98% Positive feedback. Compare our books, prices and service to the competition. 100% Satisfaction Guaranteed |
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| Editorial Reviews:
Amazon.com Review
Most of us know that upon our demise, a succession of fees and taxes will eat into our estates--no matter their size--if we don't plan now to protect them. Unfortunately, many of us still postpone this process because we hesitate to summon the outside legal assistance that's traditionally been required. The folks at Nolo Press have made it their mission to provide us with the means to complete a relatively uncomplicated official arrangement like this without lawyers, however, and their third edition of Make Your Own Living Trust offers hope even to the most hesitant among us. With easy-to-follow instructions, helpful worksheets, and all of the forms necessary, attorney Denis Clifford shows both individuals and couples how to avoid otherwise inevitable delays and costs by preparing on their own to transfer their property directly to their designated heirs. Clifford's method involves the creation of a "living trust," which is a basic legal entity that allows property to be simply passed along in this way immediately upon the death of the person who created it. He outlines advantages and drawbacks, and then clearly lays out the entire process. The excuses stop here. --Howard Rothman
Product Description
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
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| Customer Reviews:
Showing reviews 1-5 of 20
 Great buy! May 17, 2004
97 out of 99 found this review helpful
This book was a god-send! I was skeptical at first because I have no legal backround and I thought that making my own living trust would be complicated at best, impossible at worst. But following a recommendation of a friend I decided to give do-it-yourself law a shot. Boy am I happy I did! I saved a fortune in legal fees and was able to get the job done just as well as if I'd had a lawyer coaching me every step of the way.
Make Your Own Living Trust was easy to use and very accessible. It even has all of the forms you'll need on an enclosed CD-ROM. Thanks to this book I was able to transfer assets such as stocks, real estate and jewelry to my trust, appoint someone to manage the property that I'm leaving my children, and keep control over it while I live. So don't be afraid to do it yourself, you'll save money and get your trust done the way you want it!
Attorney Approved March 10, 2006
Jason A. Shyres (Long Beach, CA)
62 out of 63 found this review helpful
I am an attorney (shyreslaw.com) and I highly recommend this book for those who could use a simple trust and want to avoid probate. Even if you decide to hire an attorney, this book is invaluable because it offers great insight into trusts and avoiding the probate system.
Attorney Denis Clifford wrote this great do-it-yourself book which provides everyone a way to create their own simple living trust. A CD-ROM is also provided so you can easily input your information and print it out.
For a more complete estate plan, the book introduces the importance of pourover wills in case the trust fails to encompass all the property. You may want to peruse Mr. Clifford's Simple Will Book as well (another recommended buy).
CD present June 13, 2000
137 out of 148 found this review helpful
I was pleased to see this book has a Mac/Windows CD in a jacket on the inside back cover. Your advertising and reviews did not seem to mention that.As usual, this book was what I expect from Nolo: the best. Very informative, detailed, and useful.
Excellent! A 'must read' for anyone with assets. April 14, 1999
106 out of 115 found this review helpful
Even if you plan to hire an attorney to prepare your living trust, this book will help you know what to ask and what to expect.
Best resource on the subject August 16, 2007
Oregon (Portland, OR)
23 out of 23 found this review helpful
In order to help my parents with their trust, I had checked out about a dozen books on the subject from the library. I found Denis Clifford's to be the easiest to follow and easiest to read on a fairly complex subject. I found the book (and his "Plan Your Estate" book) so informative I bought a set for myself.
This book offers lots of "real life" examples of different types of financial scenarios and the best options for setting up a trust that will protect the assets from excessive legal fees and/or estate taxes. It covers almost everything you need to know to either write your own trust or carefully check the details of your trust if prepared by a lawyer.
The CD included provides you with the language you need to write your own by filling in the blanks, as well as the step-by-step procedure to cover all the bases to be certain the trust meets all the legal & tax requirements for trusts.
This book is also apparently updated each year, as the tax and estate laws are frequently being revised. I highly recommend this book, and also highly recommend as a companion book that covers other aspects of financial planning, wills, etc., Dennis Clifford's Plan Your Estate.
I was so impressed I also bought copies of both books for my parents and my sister so we could all get our finances in order.
Showing reviews 1-5 of 20
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