Know exactly what you need -- and what you don't -- before you walk into an estate planning attorney's office.

This book helps you determine whether a will or a living trust is the best approach for your specific circumstances. You'll also learn how to find the right estate planning attorney and understand the key considerations for each planning decision.

Discover:

• Why revocable living trusts don't save you taxes (despite what trust-mill seminars claim) -- and the one tax issue with ongoing trusts you should understand

• When living trusts actually make sense -- and when you don't need the added complexity and cost

• How to easily assess candidate attorneys -- so you know what working with them will really be like before you hire them

• How digital estate planning actually works -- the legal authorization your attorney creates and the software you must set up so loved ones can find and access your digital assets

• What to do if you have minor children, a blended family, family members with disabilities, or own a business -- and why these scenarios often call for a trust-based plan

Get the clarity and confidence you need to move forward and protect what matters most to you.

How this book is organized:

Part 1: Choosing between the will and living trust paths (Chapters 1-2)

Start by understanding the fundamental choice between wills and trusts.

Chapter 1 cuts through the confusion and marketing hype to show you which approach makes sense for your specific situation.

Chapter 2 gives you the practical knowledge you need to understand how wills and trusts actually work, from probate proceedings to trust funding requirements.

Part 2: Finding and working with the right attorney (Chapters 3-4)

Chapter 3 walks you through finding a qualified estate planning attorney you like and trust using a simple but systematic process.

Chapter 4 explains what to expect from the three-meeting process most attorneys use, preparing you to be an effective collaborator rather than a passive recipient of legal services.

Part 3: The decisions your estate plan requires (Chapters 5-10)

Chapter 5 covers keys things to consider for the decisions everyone must make: choosing executors or trustees and determining how beneficiaries should receive their inheritance.

Chapters 6-9 help you evaluate the standard options for addressing specific circumstances, such as minor children, blended families, family members with disabilities, and business ownership.

Chapter 10 tackles digital estate planning -- essential for everyone in our increasingly digital world -- and teaches you what your attorney will do for you and what tools you'll need to implement on your own to ensure your loved ones discover and can access valuable assets.

Part 4: Implementation and maintenance (Chapters 11-12)

Chapter 11 guides you through completing your estate plan after signing documents, with particular emphasis on the critical trust funding process that makes or breaks trust-based planning.

Chapter 12 explains how to keep your plan current as your life evolves, including when to update, how to work with your attorney for changes, and what review schedule ensures ongoing protection.

Plus: Estate Planning Worksheet

When you purchase this book, you'll get access to a comprehensive Pre-Meeting Asset & Decision Organizer -- a detailed digital worksheet that helps you organize your assets, think through and capture key estate planning decisions, and prepare for your first attorney meeting.

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• Print Length: 169 Pages
• File Size: 16 KB