The Only Living Trusts Book You’ll Ever Need: How to Make Your Own Living Trust, Avoid Probate & Protect Your Heirs (Plus Protect Your Assets & Save Thousands on Taxes) (Wealth Strategy) Paperback – June 25, 2024

This is truly a book that everyone can benefit from having to better understand how to prepare for end of life affairs. Garrett Monroe did a beautiful job of discussing the necessary steps that someone should take in regards to maintaining his or her affairs with designating someone as a trustee, and a beneficiary of accounts to avoid the hassles and headaches of going through probate court. I love that the author discussed in great depth money, savings, investments, and how gifts have to be accounted for and leaving someone in charge of these assets is a huge responsibility. Next, I love how Garrett Monroe talked about both the beneficiary and the trustee learn, and understand each roles to lessen the burden of confusion when taking care of someone’s final affairs. This book is a great to have to be mentally prepared, and be equipped to move forward with planning a retirement and other important financial affairs.

What I liked about this book is how easy it is to follow. Monroe does a fantastic job breaking down complex legal concepts and making them understandable for those without a legal background. He also includes helpful resources, such as checklists and guides for creating your trust and training your trustee. This is a big plus for readers who want to dive in and start taking action immediately.The book also addresses common concerns like protecting assets from taxes and creditors, which adds great value for those looking to safeguard their estates and reduce financial burdens on their heirs.

Secure Your Legacy is a clear and practical guide to protecting your assets and making sure your loved ones are taken care of. It breaks down estate planning in a simple way, so you don’t need to be a lawyer to understand it. The book covers everything from avoiding probate to handling digital assets and preventing family conflicts. Plus, it includes useful forms to help you get started right away. If you want an easy-to-follow plan for securing your financial future, this book is a great choice.

This book is an overview aimed at novices. It covers the basics of living trusts, common misconceptions about living trusts, probate, how to select a trustee, how to fund the trust, how to update the trusts, trust risks and drawbacks, and how trust administration works after the grantor’s death.The part I found most valuable was the discussion on the advantages and disadvantages of irrevocable versus revocable trusts.Certain sections of the book feel repetitive, such as the often-repeated points about avoiding probate and safeguarding assets, and a thorough edit to eliminate these redundancies could have enhanced the reading experience.

There is wealth of information to be contained in this book! This book aims to be a comprehensive guide for individuals seeking to navigate the often complex world of estate planning. It promises to demystify living trusts, offering a DIY approach to avoid probate, protect assets, and minimize tax burdens. I think that there is comprehensiveness in this book! The book does deliver on its promise of covering a wide range of topics related to living trusts. It addresses the fundamental concepts, explains the benefits of avoiding probate, and delves into asset protection and tax implications.

So much information is this book a must have. For anyone wanting information on living trusts. Has a section on getting familiar with living trusts. Than on to debunking misconceptions for instance you don’t have to be rich to need a living trust, informative read.Discusses protecting your heirs: the gift that keeps giving. Gives you a head up on probate and how to try and avoid it. Also has summarizing retirement and estate planning with trusts. Includes a parting gift of ten free downloads wonderful resources to have. If you want information on living trusts here the book.

Very helpful and informative book. Easy to understand and to follow. Recommended to family and friends

I enjoyed this book, I always like learning new things. I believe this book was well written and informative. I would totally recommend this book.