Make Your Own Living Trust (Book & CD-ROM) by Denis Clifford Summary and Reviews
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Book Reviews of Make Your Own Living Trust (Book & CD-ROM)
Book Review: Attorney Approved
Summary: 5 Stars
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).
Book Review: Recommend highly...
Summary: 5 Stars
"Make Your Own Living Trust" was so easy to follow I recommend it to all the baby boomers. The disc attached to the back made it easy to print the required forms.
Book Review: Great buy!
Summary: 5 Stars
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!
Book Review: Informative, but "Plan Your Estate" is a much better choice
Summary: 2 Stars
The book explained a lot of things well, but almost nobody is going to make their own living trust with this book. Maybe single people with modest estates and no children.The book has many warnings: "If you want to do blah, blah, blah, see a lawyer. Nolo's living trust program does not handle this situation."
I would give it 3 or 4 stars, except Nolo Press's "Plan Your Estate" by the same author is much more thorough. Better to get that.
Book Review: Make Your Own Living Trust
Summary: 4 Stars
A generally easy to follow and excellent review of the material. However, a shortcoming is the lack of clearly definitive language for determining how to name mutual fund money markey accounts and life insurance policies in order to include in the Trust. For example, do you name yourself as initial trustee or the successor trustee as trustee of children's trusts as beneficiary on life policies? Do you make Trust owner and/or beneficiary of money market mutual funds. One additional crticism is that forms are not set up as "forms" per se. You must eliminate the "fill-in" language such as Name? for each blank.