Estate Planning & Living Trust Secrets: What They Don't Want You to Know

by Frank J. Croke

This is a useful and readable book on its own, but its bonus value is as a reference for the Trust documents available free on the publisher's web site. Step by step instructions are given for... This description may be from another edition of this product.

• Format: Paperback
• Language: English
• ISBN: 1892879301
• ISBN13: 9781892879301
• Release Date: March 2001
• Publisher: Capital Management Press
• Length: 248 Pages
• Weight: 0.40 lbs.
• Dimensions: 0.7" x 5.4" x 8.4"

Customer Reviews

A Great Find and Clear Read

I was happy to find ,in this book,that I could have the provisions I wanted in a Living Trust.They are so important to me and my family. If you want to see if provisions can be had to fit your particular situation I recommend you do what I did.First,I reviewed the example of a Living Trust offered by the book's authors on the web site CCMTRUST.COM. It was easy to understand. Rights I needed to know about to really provide for my family I found in the draft at the web site- and it's free.Key directives are explained briefly and clearly, and page references to the book helped a lot when I wanted more detail. I have now included these directives in my Living Trust.Personal input is important for the protection of my own family

Great Estate Ideas

The book Estate Planning & Living Trust Secrets: What they don't want you to know is one of the best Estate Planning Guides I have ever read. Clients of mine with rather complex estates and investment portfolios have always benefited from Mr. Croke's review of significant trust related issues. The checklist of 24 questions to ask enables my clients to review their existing trust documents to ensure they have not overlooked major planning benefits or have omitted important rights in their trust documents.Mr. Croke's book is readily available in local libraries if the reduced price is too expensive. I have a copy in my office for reference purposes during client sessions. Mr.Croke has provided great insights to me when I drafted my own will in recent years. The book should be required reading for all estate and certified financial planners. Great job take time to buy, read and use this one.

This is a great Book

I just had my trust prepared by a very fine trust attorney. The trust contains many of the recommendations from this book. So you can understand my concern when a friend told me about the negative review by a Toledo trust attorney. I showed the review to my attorney and his opinion is that the person who wrote the review was not an attorney since the information given was incorrect and was carefully avoided in the preparation of my document.My attorney also told me that there is no IRS requirement that I must use the "net income" wording to pay my wife. The wording represents the minimum to be paid, but I gave instructions (which I am allowed to do) to pay a higher annual amount. My wife must have this higher amount since she will receive half of my pension and lower social security once I'm gone. This avoids another problem. She will not have to continually make requests for money and justify her needs to her trustee, in this case our son.Why would a person write a such a bad and incorrect review? Are they trying to stop the sale of a great book? I would recommend that everyone read this book and use the helpful check list for items they want for their family. These are important options to consider and discuss with your attorney. Do yourself a favor, read the book.