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LIVING TRUST BUILDER If you’re single and have assets over $600,000, or combined assets of $1,200,000 if you’re married (or have parents or grandparents who fit into this category), you need a living trust. Without one, you’ll be giving hundreds of thousands to the government when you die, rather than passing your hard-earned assets on to your heirs. LivingTrustBuilder gives you the mechanisms and sound planning advice that can save you from paying estate taxes, gift taxes & probate fees.
Included Documents:
Organizing Your Estate
Probate, Estate Taxes, Incompetence & Other Bad Things
Guardianship for Minor Children
How Does a Living Trust Differ From a Will?
What Are the Benefits of a Living Trust?
Information Collection Form
Net Estate Worksheet
Components of Your Trust
Single Person’s Trust
Married Trusts
Children’s Trusts
Pour-Over Wills
Powers of Attorney
Assignment Deed of Trust
Quitclaim Deed
Transfer of Assets Letter
After Death Checklist
Amendment to Trust
Revocation of Trust
Directive to Physicians (Living Will)
Advanced Estate and Business Planning
Qualifed Domestic Trust (QDOT)
Insurance Trusts
Family Limited Partnership
General Partnership Agreement
Corporate Buy-Sell Agreement
and More
“The important thing is to do something now. Get a complete living trust in place because it can really pay off when you need it most.” --John Barrus, Attorney, Christensen, Bacigalupi & Barrus, Fresno, CA
602 Pro PC Suite: This free, fast, compatible alternative to Microsoft(R) Office has it all! Four full-featured applications: a word processor, spreadsheet, photo editor, and photo organizer. Add effects to your text, quickly make graphs, retouch photos, and more!
Best of all it's fully compatible with Word and Excel formats to open these templates in Windows(R). (602 Pro PC Suite 2001 is freeware.)
System Requirements for Windows
Windows® XP/Me/2K/NT/98/95
Pentium® II (300MHz) or better
32 MB RAM or more
40 MB free hard disk space
4x speed CD-ROM drive or faster
Mouse and Printer for printing
Works with 602 Pro (included) Also compatible with most word-processing software and spread-sheet software (see list below)
Microsoft Word, WordPerfect, ClarisWorks, Microsoft Works, Ami Pro, Professional Write, WriteNow, Microsoft Excel, Lotus 1-2-3, Quattro Pro.
System Requirements for Macintosh
G3® (350MHz) or better
System 8, 9, or 10
32 MB RAM or more
10 MB free hard disk space
4x speed CD-ROM drive or faster
Mouse and Printer for printing
Requires a word-processing and spreadsheet software such as: Microsoft Word, WordPerfect, ClarisWorks, Microsoft Works, Ami Pro, Professional Write, WriteNow, Microsoft Excel, Lotus 1-2-3, Quattro Pro.
