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Helping you protect and control your assets during your lifetime and after your death.
Contains all the step-by-step instructions and materials needed to prepare your own living trust.
Living trusts are becoming more and more popular today because they allow you to protect your beneficiaries from the high costs of probate and reduce estate taxes as well. A living trust provides more protection than a will, ensures immediate transfer of your assets to your named beneficiaries and allows you full control of your property during your lifetime. With this comprehensive kit, you have the know-how to set up your own living trust without incurring costly legal fees, allowing you and your beneficiaries to rest easy knowing your assets are protected now and for the future.
TOPICS COVERED IN THE INSTRUCTIONAL GUIDE:
- what a living trust is
- specific advantages of a living trust
- what living trusts cannot do
- living trusts and your will
- living trusts and joint ownership
- living trusts and marital property rights
- selecting trustees for your living trust
- what property can be placed in a living trust
- managing your living trust
- how living trusts are taxed
- rights to the living trust property
- naming beneficiaries
- how to transfer assets to your trust
- recording the living trust
- revoking or changing the living trust
18 FORMS AND DOCUMENTS INCLUDED:
- 4 living trust forms and filled out samples of each:
- living trust form for married individual with children with trust for children
- living trust form for married individual with children but without trust for children
- living trust form for married individual without children
- living trust form for nonmarried individual
- revocable two-party living trust
- revocable one-party living trust
- assignment of property to trust
- schedule of beneficiaries and distributive shares
- schedule of assets
- amendment to trust
- revocation of trust
- certificate of trustee’s powers
- bill of sale
- affidavit of succession
All contents reviewed and approved by attorneys or industry experts.
System Requirements
All software products require a permanent registration code for full access.
- Software purchased online as "Downloadable Software" already comes with a permanent registration code.
Compatible with all PCs running Microsoft Windows 2000, Microsoft Windows XP (Home or Professional) plus Apple Macintosh systems running Microsoft Windows. Not compatible with Apple or MAC O/S.
This product also requires:
- Adobe Acrobat Reader 6.0 or higher
- Microsoft Internet Explorer 6.0 or higher
- Microsoft Word 2000 or higher
- Microsoft Excel 2000 or higher
- Microsoft .NET Framework 1.1 Service Pack 1 (SP1)
This product is not intended to provide legal or financial advice or substitute for the advice of an attorney or advisor.
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