Everand Logo

Welcome to Everand!

  • Discover millions of ebooks, audiobooks, and so much more with a free trial

    Only $11.99/month after trial. Cancel anytime.

    Unavailable
    Make Your Own Living Trust
    Unavailable
    Make Your Own Living Trust
    Unavailable
    Make Your Own Living Trust
    Ebook655 pages8 hours

    Make Your Own Living Trust

    By Denis Clifford

    5/5

    ()

    Currently unavailable

    Currently unavailable

    About this ebook

    Save your family time, money, and headaches

    Unlike a will, a living trust lets your family bypass probate court—which saves everyone money, delay, and hassle. Whether you are single or part of a couple, Make Your Own Living Trust can help you make a living trust that’s valid in your state. Use this book to:

    • decide whether a living trust is right for your family
    • name beneficiaries to inherit your assets
    • appoint someone to manage trust property inherited by children
    • keep control over trust property while you live
    • appoint someone to manage trust property if needed, and
    • transfer all types of assets to your trust, including real estate, stocks, jewelry, art, or business assets.

    The legal forms in this book are not valid in Louisiana.

    Downloadable forms for book through a special link.

    LanguageEnglish
    PublisherNOLO
    Release dateMar 21, 2019
    ISBN9781413326024
    Unavailable
    Make Your Own Living Trust
    Author

    Denis Clifford

    Denis Clifford, a graduate of Columbia Law School, where he was an editor of The Law Review, is a lawyer who specializes in estate planning. He is the author of many Nolo titles, including Quick and Legal Will Book, Make Your Own Living Trust and Plan Your Estate and coauthor of A Legal Guide for Lesbian and Gay Couples. He has been interviewed by such major media as The New York Times, Los Angeles Times, and Money Magazine.

    Read more from Denis Clifford

    Related to Make Your Own Living Trust

    Related ebooks

    Personal Finance For You

    View More
    View More

    Related podcast episodes

    Related articles

    • Article

      You Have a Will - Is It Time for an Estate Plan?

      Jun 21, 2018

      Most people have a will. But a simple will often doesn't cover some complex issues facing your heirs, which is why I recommend an estate plan. I work with doctors, accountants and other professionals, small-business owners and people getting ready to

      3 min read

    • Article

      Are You Ready for Longevity? 4 Steps to Take Now

      Aug 13, 2018

      Did you know that a non-smoking 65-year-old woman today has a 50% chance of living until 88? A non-smoking 65-year-old man has a 50% chance of living until 85? That's how life expectancy works - the longer you live, the more likely you will live lon

      4 min read

    • Article

      Estate Planning 101: 5 Lessons for New Parents

      Aug 6, 2018

      Whether you are adopting or giving birth to a child, overseeing a minor's life is fraught with expansive (and expensive) tasks: Feeding, fretting, toileting and procuring seem to consume the new parent. So, while it is understandable why new parents

      5 min read

    • Article

      No Children? Why You Still Need an Estate Plan

      Feb 11, 2019

      Estate planning is an extremely personal process, not a one-size-fits-all endeavor. When an individual has no close relatives (other than perhaps a spouse), the decisions required to prepare an estate plan can sometimes feel overwhelming. Over the

      3 min read

    • Article

      Estate Planning for Surviving Spouses: What to Do ASAP

      Sep 18, 2018

      After the death of a spouse, most of the attention for legal services is paid to administering the estate of the decedent. Often times, little time is spent focusing on the legal needs of the surviving spouse. From personal experience, I can tell y

      4 min read

    • Article

      How Much Should Go into Your Special Needs Trust?

      Jun 10, 2019

      One of the most difficult challenges in planning for a child with special needs is figuring out how much money it is going to cost to provide for the child, both while the parents are alive, and after the parents pass someday. All too often, it seem

      4 min read

    • Article

      Trusts 101: Why Have a Trust?

      Jun 11, 2019

      It's a well-documented fact that most people do no estate planning. Of those who do, the majority use a last will to pass their estate to a spouse or divide it among their children. Most estate plans do not establish a trust. I suggest that if you c

      2 min read

    • Article

      Trapped by Capital Gains? Opportunity Zone Funds Provide a Way Out

      Nov 29, 2019

      It's tough to think of a highly appreciated asset as the problem child in a portfolio. The goal is to choose investments that will flourish, after all. And those strong performers are typically the ones you love best and hold onto the longest. But t

      2 min read

    • Article

      I’m Not a Millionaire, But I Just Gave $250,000 to Morehouse College: Here’s How (and Why)

      Nov 23, 2020

      If someone just told you they gifted $250,000 to their alma mater, what would you think? That they were just flexing? That they were worth millions? Or maybe even that they would be a great person to ask about making you a 100% “forgivable loan”! Whe

      6 min read

    • Article

      Estate Planning Is More Important Than You Think

      Apr 6, 2020

      An estate plan is a necessary tool that allows you to protect, maintain and manage your property if you become ill or pass away. But more than that, it can also help people make sure their minor children are protected in the event of an emergency or

      4 min read

    • Article

      To Trust Or Not To Trust

      Aug 1, 2019

      To Trust Or Not To Trust
      6 min read

    • Article

      How a Special Needs Trust for Your Child Can Fall Apart

      Sep 18, 2019

      Parents of disabled children must juggle a lot of responsibilities: work, bills and of course caregiving. But one ball they can't afford to drop is special needs planning. One wrong move in this complicated ballet balancing benefits and services with

      4 min read

    • Article

      The Do Over Trust: Protecting Your Adult Children from Themselves

      Mar 4, 2019

      Wealthy parents and grandparents who have dutifully planned ahead for their children's futures should consider this cautionary tale. It's 1998: You accumulated sizable estate assets and you and your lawyer created an irrevocable dynasty trust for y

      2 min read

    • Article

      Gifts to Minors: LLCs Can Protect Them from Creditors and Predators

      Aug 11, 2020

      Uniform Gifts to Minor Accounts are very popular for parents and other relatives when establishing financial accounts for minor children. They are a means of making a “controllable” gift to a minor, but they come with some caveats that anyone conside

      3 min read

    • Article

      Consider Your Trustee Carefully: It Makes a Difference

      Oct 14, 2019

      You've made it to a place in your estate planning where it's been determined that setting up a trust will help accomplish the many goals you have for your family. You've done extensive research and worked with your adviser to select the type of tr

      2 min read

    • Article

      Borrow $5,000, Repay $42,000 — How Super High-Interest Loans Have Boomed in California

      Jan 22, 2018

      LOS ANGELES - JoAnn Hesson, sick with diabetes for years, was desperate. After medical bills for a leg amputation and kidney transplant wiped out most of her retirement nest egg, she found that her Social Security and small pension weren't enough to

      12 min read

    • Article

      There is No Place Like Home: Mature Foreign Asset Protection Trusts Are Coming Home

      Feb 14, 2018

      Do you have a foreign asset protection trust (FAPT)? Has it been established for more than 10 years? Are you interested in ways you can save on the costs of maintaining your FAPT? You may now bring your trust home to a qualifying state and still ma

      2 min read

    • Article

      Could Your Trust Be Disregarded By The Courts?

      Mar 20, 2021

      THE fact that you have a written trust deed is no guarantee that your assets are secure and the trust is safe from attack. If you never intended to create a genuine trust from the outset, it may be attacked and labelled a sham trust. On the other han

      3 min read

    • Article

      A Risk-Averse Approach to Real Estate Investing

      Mar 22, 2021

      The highest profile professional real estate developers and investors are typically those who have won big or lost big — they made their names taking oversized risks that in some cases paid off handsomely and in other cases crashed and burned. But re

      3 min read

    • Article

      20 IRS Audit Red Flags

      Nov 14, 2019

      20 IRS Audit Red Flags
      11 min read

    • Article

      The New Hard Money

      Dec 12, 2018

      The New Hard Money
      3 min read

    • Article

      Life Insurance: Beyond Just Estate Planning

      Sep 13, 2019

      If you've never said, "I do," or live on your own and don't have any children, you probably think you don't need life insurance. Most people may not realize that life insurance can provide benefits well beyond paying for funeral expenses. You'll wan

      5 min read

    • Article

      Nerves Of Steel

      Mar 26, 2020

      Nerves Of Steel
      4 min read

    • Article

      Once You Create a Living Trust, Don’t Forget to Fund It

      Oct 26, 2020

      Far too often, when I review prospective clients’ trust documents and financial statements, I find that their accounts haven’t been titled in the name of the trust they created. Did they mistakenly believe that simply by having a trust, their assets

      3 min read

    • Article

      Pay Now or Pay Later: Reducing Taxes Should Be a Retirement Priority

      Oct 1, 2019

      Do you have a plan to help reduce income taxes in retirement? That's become one of my top questions for the pre-retirees who attend my financial planning classes or come to my office for help. If they have to think about it, it means they likely do

      3 min read

    • Article

      How to Protect Your Digital Assets

      Apr 25, 2019

      If you have a normal corporate job and don't own a website, you may be thinking you don't have to worry about protecting digital assets. Heck, you may even think you don't have any assets online! The reality, however, is that you do have digital ass

      4 min read

    • Article

      How Can a Trust Help You Avoid Nursing Home Costs?

      Apr 28, 2020

      Contrary to the marketing messages you hear from Wall Street, retiring successfully is about much more than reaching some "magic number" in investment savings. It's also about protecting that money from retirement risks, such as taxes and long-term

      4 min read

    Reviews for Make Your Own Living Trust

    5/5

    1 rating1 review

    What did you think?

    Tap to rate

    Review must be at least 10 words

    • 5/5
      As with almost all NOLO books, this is an excellent and thorough legal guide that is clear and useful.