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4.7 ★★★★★
Based on 18 reviews
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Product Reviews
★★★★★ 5
Valuable and accessible information made easy by the authors style
Format: Kindle
The authors offer two books in one, in estate planning and living trusts, which mutually reenforce each other. They also offer education in these intimidating areas in a clear almost outline form so the reader can easily identify topics for each paragraph and determine what to focus on. At a higher level, one of the many quotes stands out as a theme for this book “Education is the premise of progress, in every society, in every family.” This book educates, not only for the reader but for the reader’s protection of his or her family and protecting the assets built for that family. The advice goes beyond the actual instruments, legal, business and tax guidance to recommending strategies to work with the professionals required. From the subject to inspiration to undertake these instruments, this is an excellent source of information.
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Reviewed in the United States on October 19, 2024
★★★★★ 5
Essential understanding
Format: Paperback
Essential content and made it easy to understand how to manage lessening pressure and confusion
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Reviewed in the United States on March 1, 2026
★★★★★ 4
Estate and Trust planning
Format: Paperback
Good read . Informative. Better than going to a seminar .
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Reviewed in the United States on April 17, 2025
★★★★★ 5
Essential Guide to Estate Planning
Format: Kindle
This book is a treasure trove of information for anyone navigating estate planning. It breaks down complex topics into simple, easy-to-understand sections. The downloadable templates for checklists and essential documents are incredibly helpful—they make the planning process much more manageable.
I found the guidance on protecting assets and saving on taxes particularly valuable. It’s clear, practical, and actionable, which is exactly what you need in a resource like this.
Overall, it’s an excellent guide for securing your financial future and ensuring everything is in order. Highly recommend it to anyone starting their estate planning journey!
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Reviewed in the United States on December 4, 2024
★★★★★ 5
So helpful!
Format: Kindle
I was a trustee on my father’s living trust. I wish I had read this before he died.
As a trustee I was so confused and even had to pay his estate attorney to guide me through a few things.
My husband and I have been hesitant to put together our will or trust for that very reason.
After reading this I understand the process so much more. It’s not as confusing as I thought.
I know I can save lots of time and money setting everything up now. Thanks!
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Reviewed in the United States on October 16, 2024