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A Living Trust For The Average Married Joe. *** Scroll down for detailed product description. ***
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A Living Trust For The Average Married Joe. *** Scroll down for detailed product description. ***
A Living Trust For The Average Married Joe. *** Scroll down for detailed product description. ***

A Living Trust For The Average Married Joe. *** Scroll down for detailed product description. ***

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For a limited time, you can download the complete kit for free.
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This book and the enclosed CD will enable an average married Joe to quickly and easily setup and maintain their living trust and pour-over wills.

Step 0 (pre-qualification):
Determine if a living trust is right for you.

Average Married Joes Decision Criteria for 2006 through 2010:
If you are married, have at least one child, and you have a typical modest estate (net worth is between 100k and 2M), you should have a living trust in place right now. A living trust will protect your estate from the high costs of probate, and your estate is currently exempt from the estate tax.

Future Consideration for 2011 through 20xx: In 2011 the estate tax exemption may revert back to 1M. If your estate is above 1M in 2011, you may want to convert to a bypass trust to gain additional protection from the estate tax. Unfortunately if you fall into this category, the best thing you can do is setup this trust, and in 2011 determine if you should convert.

1.) Step 1 provides a spreadsheet that will calculate your estates value. If your estate is in its growth years, it is recommended to update the information annually to determine if your estate has become subject to the estate tax.

Top Benefits:
1.Peace of Mind: You will have the comfort of knowing that you put a financial plan in place to help take care of your family after you are gone.
2.Money: Average probate costs savings is $30,000. A living trust passes the full value of a typical modest estate onto the heirs.
3.Eliminates Probate Hassles: A living trust grants the successor trustee legal authority to take direct control over you assets in order to distribute them to your heirs without any court involvement.
4.Privacy: Since you avoid the probate court system, your estate information stays private. A will on the other hand becomes a public record.
5.Security: Since you create the trust yourself, you control who has access to your financial information.
6.ROI: Average Return On this Investment is a shocking 100,066%. Most likely your biggest investment win ever. Dont diminish a lifetime of investment gains by not getting your trust in place.

Note: A conservative number was used in the ROI calculation: (30k - 29.95 /29.95 x 100). You can calculate your actual number after completing the property inventory spreadsheet, by taking the probate costs number, minus the price of this book, divide that number by the price of this book, and multiply by 100 to convert to a percent.

CD Includes:
*** Free OpenOffice Suite of Programs for Windows and Macintosh.

*** Computer entry Microsoft Excel forms and OpenOffice Calc forms, which work on both Windows and Macintosh computer systems in their respective program.

*** Property Inventory Spreadsheet with Probate Costs Estimation Calculator.
Last Updated: 3 Jul 2015 10:21:16 PDT home  |  about  |  terms  |  contact
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