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Product details
File Size: 2467 KB
Print Length: 361 pages
Page Numbers Source ISBN: 1413324681
Publisher: NOLO; 1 edition (January 18, 2018)
Publication Date: January 18, 2018
Sold by: Amazon Digital Services LLC
Language: English
ASIN: B0794PW22M
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Amazon Best Sellers Rank:
#536,620 Paid in Kindle Store (See Top 100 Paid in Kindle Store)
Liza Hanks has been my wills and trust attorney for more than 20 years. She writes the same we she speaks -- clearly, in language everyone can understand and with good humor. She explains estate planning options with their pros and cons clearly for the young, old, wealthy and not-so-wealthy because she makes it clear one size does not fit all people or families over their life-time. Recently, we moved from our home of 25 years to a retirement community so my trust needed to be adjusted, but before sitting down with Liza, I purchased this book. After looking over the topics I hoped to discuss with her, I realized there were issues I needed to discuss that I might not have considered without reading her book. It made our discussion more fruitful and my plan much better informed. If you are beginning an estate plan or updating an existing plan this is a great resource.
I don't have much trust for "professionals" and would rather do things myself on my own schedule. Doing your own trust is not tough at all. It takes time, but so does working with a $500 per hour lawyer! The hardest part was dealing with the County Clerk to change the title of my house. They made it clear that they want you to use a lawyer and wouldn't even tell me which form I needed to fill out! It took me 3 trips to complete.
This is an excellent, informative book and I love the fact that it gives you access to online forms. It explains a lot of different options for setting up an estate plan.
Very useful book. Particularly the information about avoiding California probate.
Well organized, easy for the non-lawyer to follow, comprehensive.A great preparation for a paid meeting with an attorney.
same old information, nothing that hasn't been on the talk shows for years.
Great reference and well written information Highly recommend
The Nolo “Every Californian’s Guide to Estate Planning, Wills, Trusts and Everything Else†is a really excellent reference book/resource for those who either have, or are contemplating getting, a revocable trust within the state of California (which is the route I went). The book covers basic wills, trusts and estate planning but I viewed it thru the lens of having had a revocable trust for years, and the first thing that struck me while reading this book, which became very apparent in the first 2 or 3 chapters, was that all of the material covered was pretty much exactly the same discussion I had with my lawyer when we had our conference to discuss my trust. Topics included when is it appropriate to do a will vs. trust; considerations about spouse/children/who you will be leaving assets to; creating a list of assets and determining what assets should and should not be placed in the trust (and when you should just go the route of beneficiaries, like with insurance and retirement plans); and how the trust process plays out while you are alive and after you die. The book also goes on to explore other specific topics such as health directives and beneficiaries, and making sure you update your planning as circumstances change, given that people are living longer, have multiple marriages/mixed families, etc). Based on my experience, I found this book pretty much hit the key ideas and concepts that most people will need to know when setting up a revocable trust, and did so in easy-to-understand language.I have read several of Nolo’s legal books series (topics including being an executor, trustee, general estate planning and common legal issues that many might face) and their books are affordable and excellent. As always, you should consult a lawyer for your specific situation and to be aware of changes to the law (and in the case of revocable trusts, to make sure real estate deeds are transferred to the trust correctly and that the Trust is correctly recorded by the state) but as a starting point, these are excellent books, and to have a CA-focused volume is welcome (as we do have around 40 million people here).
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