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Your Living Trust and Estate Plan (3rd Edition)
By Harvey J. Platt
This completely up-to-date guide explains the latest strategies for using a living trust to create a flexible estate plan. The author clearly and concisely discusses the effects of The Economic Growth and Tax Relief Reconciliation Act of 2001 and the fundamentals of estate, financial, and tax planning in easy-to-understand terms, mapping out effective techniques for saving money and property, and including important subjects not covered in other books (such as estate planning for the HIV positive). Readers will learn strategies for reducing probate costs, creating flexible estate plans, and planning for disability. This valuable planning tool will make its readers more informed participants in the estate-planning process, pointing out the dangers of the “do-it-yourself” guides and reducing the risks involved in establishing a living trust. A glossary of significant legal terms is included. |
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Reviews
"Attorney Platt has designed his book to prepare the reader to become better informed to participate in the planning process with estate professionals. He is clearly an advocate of the living trust . . . . Platt's treatment of the topic is expansive and timely. He devotes entire chapters to unique problems of people with AIDS and for those with children with special needs. There is a solid glossary and a worksheet for determining new worth. Recommended for subject collections."
—Library Journal
"If you want your money and assets to go to those you love, and not the Government, Your Living Trust and Estate Plan is an essential aid. For a minuscule cost, you can have the quality advice that lawyers charge thousands of dollars to give. Current, broader in coverage than other books, and unfailingly accurate, Your Living Trust and Estate Plan can help you plan for the best future for yourself and your loved ones."
—Barry Mansfield, Director, The Center for Estate Planning
"This is a thorough, step-by-step guide to using a living trust to create a flexible estate plan. It goes through the gamut of the available options and solutions to the puzzles inherent in the estate planning process. . . . Employing this book is like having unlimited access to your own personal advisor for the cost of only $16.95."
—Personal Finance
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