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Rating: Summary: Great buy! Review: 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: Summary: Make Your Own Living Trust Review: 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: Summary: Excellent! A 'must read' for anyone with assets. Review: Even if you plan to hire an attorney to prepare your living trust, this book will help you know what to ask and what to expect.
Rating: Summary: CD present Review: 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.
Rating: Summary: Informative, but "Plan Your Estate" is a much better choice Review: 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: Summary: Great buy! Review: This book was a god-send! I was skeptical at first because I have no legal backround and I thought that making my own living trust would be complicated at best, impossible at worst. But following a recommendation of a friend I decided to give do-it-yourself law a shot. Boy am I happy I did! I saved a fortune in legal fees and was able to get the job done just as well as if I'd had a lawyer coaching me every step of the way. Make Your Own Living Trust was easy to use and very accessible. It even has all of the forms you'll need on an enclosed CD-ROM. Thanks to this book I was able to transfer assets such as stocks, real estate and jewelry to my trust, appoint someone to manage the property that I'm leaving my children, and keep control over it while I live. So don't be afraid to do it yourself, you'll save money and get your trust done the way you want it!
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