The Baby Boomers Guide to Trusts

Do you have a trust, but don’t really understand how it works?

Whether you’re creating a plan, managing a trust, or are a beneficiary of a trust, ‘The Baby Boomers Guide to Trusts: Your All-Purpose Estate Planning Tool’ is your easy-to-read roadmap.

The Baby Boomers Guide to Trusts

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Putting off planning your estate? Don’t know where to start?

This simple-yet-comprehensive guide provides everything you need to know to secure your future – and your family’s. Updated for 2020 with the new IRA rules under the SECURE Act.

In this easy-to-read guide, Harry distills more than 35 years of practical experience with trusts.

Whether you’re creating a planmanaging a trust, or are a beneficiary of a trust, ‘The Baby Boomers Guide to Trusts: Your All-Purpose Estate Planning Tool’ is your roadmap. It:

The Baby Boomers Guide to Trusts explains how estate planners use trusts to tailor estate plans to the needs of their clients and how the resulting trusts should be managed to meet the goals for which they were created.

This book takes you through the estate planning process step by step.

Whether you’re currently creating a plangetting ready to start, or looking for an explanation of documents you’ve already signed, ‘Get Your Ducks in a Row: The Baby Boomers’ Guide to Estate Planning’ will provide the information you need, including:

Featuring practical advice and easy-to-follow examples gleaned from the author’s 30-plus years of experience in elder law and estate planning, Get Your Ducks in a Row: The Baby Boomers’ Guide to Estate Planning will help you take control, make a plan, and ensure your family—and yourself—a secure and comfortable future.

Download the Finding the Right Attorney Chapter

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Download the Special Needs Chapter

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Download the Powers of Attorney Chapter

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Download the Trustee Responsibility Chapter

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