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Make Your Own Living Trust (Make Your Own Living Trust, 5th Ed)

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Title: Make Your Own Living Trust (Make Your Own Living Trust, 5th Ed)
by Denis Clifford
ISBN: 0-87337-781-8
Publisher: Nolo Press
Pub. Date: April, 2002
Format: Paperback
Volumes: 1
List Price(USD): $39.99
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Average Customer Rating: 4 (4 reviews)

Customer Reviews

Rating: 2
Summary: Informative, but "Plan Your Estate" is a much better choice
Comment: 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.

Rating: 4
Summary: Make Your Own Living Trust
Comment: 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.

Rating: 5
Summary: CD present
Comment: I was pleased to see this book has a Mac/Windows CD in a jacket on the inside back cover. Your advertising and reviews did not seem to mention that.

As usual, this book was what I expect from Nolo: the best. Very informative, detailed, and useful.

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