A Beginner’s Explanation of Living Trusts and Estate Planning
How to Save Money on Probate & Taxes, Understand How to Protect Your Assets & Safeguard Your Legacy
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A Beginner’s Explanation of Living Trusts and Estate Planning
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Narrated by:
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Josh Adams
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By:
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George Munson
About this listen
Master estate planning essentials in just days.
Ensure your assets remain protected and your legacy secured, even if you have no experience navigating legal jargon.
Are you overwhelmed by the complexity of estate planning, fearing expensive legal mistakes and probate entanglements? Do terms like "Living Trust" and "Beneficiary" feel written in a foreign language? Are you looking for a straightforward, cost-effective way to secure your family's future without overburdening them financially when you're gone?
You're not alone!
For many, the daunting nature of estate planning stems from not knowing where to begin or who to trust for guidance. Fear of costly errors and confusion about laws often keep individuals from protecting their hard-earned assets.
Here's a peek at what you'll find inside this essential reference:
- Demystify estate planning legal jargon.
- Set up a Living Trust while avoiding common pitfalls.
- Scenarios illustrate real-life applications of estate planning in various life transitions.
- Activities designed to walk you through your unique estate planning journey.
- Common tax implications and how to navigate them efficiently.
- Techniques to protect your heirs from the probate court.
This book can provide the comprehensive guidance you need. Rest assured, this book is crafted with the understanding that your time is precious and your situation unique. The structured approach ensures you'll gain the clarity and knowledge required to make informed decisions about your estate. It focuses on information accuracy and practical applicability. Developed with input from respected legal and financial professionals, you're in good hands.
©2024 Donald Munson (P)2025 Donald MunsonWhat listeners say about A Beginner’s Explanation of Living Trusts and Estate Planning
Average customer ratingsReviews - Please select the tabs below to change the source of reviews.
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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- Kasey at Bat
- 28-02-25
Legal Jargon Explained in Simple Terms
I appreciate that this book lays out a clear plan, but even more appreciated that it explained all the legal terms in easy to understand terms. I had no idea what a living trust was, nor it's implications. I didn't even understand fully what probate was. There were many takeaways from this book that really helped me.
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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- Moe
- 25-02-25
Tax Savings!
I love that this book addresses tax implications and tax savings as part of the estate planning process. As I look forward to planning my estate, this is a big part of what I am planning for. This book is a great guide to get started on your planning. I appreciated the way that things were laid out and found it gave very logical steps. Thank you.
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4 people found this helpful
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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- Angelika
- 24-02-25
Simplify Estate Planning.
This is a great book to listen to because it is a topic I find many don't know much about it. Estate planning seems very intimidating but this book simplifies things like a living trust and describes it in easy-to-understand language. It's a great guide to estate planning and I recommend it.
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7 people found this helpful
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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- Happy Camper
- 28-02-25
Two Thumbs Up!
This is a two thumb's up book. Great book to listen to if you want to learn about how to set up a living trust and make arrangements for your estate. Well done and I would recommend this to anyone.
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3 people found this helpful
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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- Rico
- 27-02-25
I learned so much!
Protecting my assets was not a big priority in my 20s and 30s. But now that I am a bit older, I knew it was time to think about the future and my family. I was attracted to this book because it was designed for beginners, which I am. I didn't realize there was so much I could do now to save on taxes today and in the future for my family. This is definitely a great book to listen to!
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3 people found this helpful
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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- PK
- 27-02-25
Probate and Taxes Oh My!
Well Im always a bit of a procrastinator, but I recently had to manage my dad's estate and it was a ton of work. Tt made me realize that I wanted to be organized for my own kids. So I got this beginner book on estate management and am so glad I did. I absolutely recommend this book as a great way to start the ball rolling.
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2 people found this helpful
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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- Ardelia
- 24-02-25
Escape the Probate Challenge
No one wants to end up in probate - Its a real burden to your family and is very confusing to navigate. That's why its so important to set up your estate in a way that is easy for your family to follow and to not pay excess taxes, etc, This book was very helpful in explaining how to start estate planning and what steps to take and what questions to ask. I learned to much!
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5 people found this helpful
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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- All about the Books!
- 24-02-25
Real Life Scenarios
If you are looking for a practical book that has lots of stories and real-life scenarios, you will enjoy this book. It fits every stage of life and really makes sense. This isn't a book that you need to wait until you are older - the practical knowledge surprised me by how beneficial this is to know even for a young person.
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4 people found this helpful
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Overall5 out of 5 stars
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- Sofi Mishiyeva
- 25-02-25
Great Book!
I love this audible! If you are a perfectionist like me, this book will hit home. It really made me think about my choices and how to change them into positive action. It really points out how to "quiet the noise" and stop the spiraling. I found it very inspirational.
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3 people found this helpful
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Overall5 out of 5 stars
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- JoleneA
- 24-02-25
No law degree required!
I literally had no idea where to start. That's not a problem after you read/listen to this book. It is a straightforward guide that spells things out in simple, easily understood instructions. I found it very helpful. I loved the clear explanations and real-world examples.
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4 people found this helpful