How to Use This Guide:
This 4-Step Action Guide explains estate planning, probate, trusts and current laws in an entertaining style that's easy to understand.....even if you have no financial background.
This one-of-kind action guide is divided into four main sections, or steps, each answering a critical question in the estate planning process:
Step #1: Do I need an estate plan?
Step #2: What can my estate plan do for me?
Step #3: What do I need to know to get the right estate plan?
Step #4: How do I get my plan done?
To get a full picture of the estate planning process, read each step from start to finish. If one of the questions above is of particular interest, then find that step number in the table of contents and read that section to get your questions answered. For a short answer to each question, turn directly to the end of the section and review the "TAKE AWAY," an easy-to-read summary of the most critical information for each step in the estate planning process.
If you learn best through stories, then peruse the vignettes within each step to learn from the experience of others. Each vignette is labeled and shown in italics in the Table of Contents. The "Life Lessons," highlighted in grey throughout the guide, give further flavor to the teachings within a section-words of wisdom you might not find in a typical estate planning book.
For an overview and simple explanation of key words, refer to the "Glossary" at the end of the book. You won't find legalese. You will find clear explanations of estate planning terms that you will want to know, making it easier to read the guide.
For visual learners, the book offers diagrams of the three types of Living Trusts discussed in this guide, a chart discussing the pros and cons of specific lifetime gifting opportunities, a sample death beneficiary designation and an estate plan review checklist.
Whether you decide to read this 4-Step Guide from page 1 to the end, or to look at the table of contents to determine which topics will be most helpful, you will find what you need to CREATE YOUR BEST LEGACY.