Why a Living Trust Is the Only Intelligent
Choice: (PDF)
This is the full brochure detailing the numerous advantages
of a living trust over a will including a side by side comparison
of the issues and costs. It also explains why a living trust is superior
to other alternative probate avoidance techniques.
Problems
With Joint Tenancy: (PDF)
Learn why Joint Tenancy, joint titling,
gift deeds, and other misguided probate avoidance techniques usually
end up being terrible and costly mistakes.
Don't Confuse Estate Tax Levels With What Triggers Probate
(Understanding What Triggers Probate):
As will be discussed in this section, there
are certain threshold levels that trigger full probate -- but what
many people have trouble differentiating is the fact that probate
and what triggers probate has nothing at all to do with taxes or how
much you can pass tax free. Again, probate (what you are trying to
avoid) and what triggers probate has zero to do with Federal Estate
Tax Exemption amounts (how much you can pass tax free). It is fundamental
to understand that these are two completely separate issues that have
no relation to each other.
Chapter by Chapter breakdown on Why a Living Trust Is the
Only Intelligent Choice:
This is the full brochure from above but broken down into
individual chapters.
