Living Trusts, Wills & Estate Planning for Seniors: Protect Your Assets, Avoid Probate, and Create a Plan That Brings Peace of Mind Without Costly Law - Paperback
Living Trusts, Wills & Estate Planning for Seniors: Protect Your Assets, Avoid Probate, and Create a Plan That Brings Peace of Mind Without Costly Law - Paperback
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by Marvin Nathanson (Author)
Planning for the future shouldn't feel overwhelming - and it shouldn't require thousands of dollars in legal fees either.
In this clear, compassionate, and easy-to-follow guide, estate planning expert Marvin Nathanson walks seniors and their families through the essential steps to protect their assets, avoid probate, and leave behind a legacy of peace - not paperwork or conflict.
You'll learn how to create a living trust and simple will, assign powers of attorney, safeguard your health care decisions, and organize everything so your family isn't left guessing. With real-life examples, practical checklists, and warm, plain-English explanations, this book helps you plan confidently and without stress.
Inside, you'll discover how to:
- Understand the difference between wills and trusts - and why most seniors need both
- Set up a living trust without an expensive lawyer
- Transfer your home, bank accounts, and key assets into your trust
- Avoid common estate planning mistakes that cost families dearly
- Assign medical and financial decision-makers before it's too late
- Organize your documents in one place with a "Legacy Binder"
- Talk to your family about your plan with clarity and calm
- Protect your future from probate court, government delays, and unnecessary taxes
Whether you're planning ahead for yourself or helping aging parents get their affairs in order, this book offers the peace of mind and practical support every family deserves.
Estate planning isn't just about documents - it's about protecting the people you love. This guide shows you how to do it the right way, the simple way, and the lasting way.