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Trust, Taxes, and Wills Bundle: Retirement & Estate Planning Book
Paperback
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Publisher: Trust and Wills
Pages: 120
Weight: 0.38
Height: 0.25 Width: 6.00 Depth: 9.00
Language: English
The most expensive estate mistakes are made by people who already have a will.
A 401(k) that still names a first spouse. A living trust that was drafted, paid for, and never funded. A deed retitled with the wrong three words. Your will overrides none of these - and nobody finds out until the probate clock is running and the lawyer's meter is on.
Trust, Taxes, and Wills is built on one idea: an estate plan is not a document - it's four systems that have to agree with each other. Your will. Your trust. Your incapacity paperwork. Your beneficiary designations and titling. Most families don't lose money to the IRS. They lose it to paperwork that contradicts itself.
Inside you'll find:
- Wills clause by clause - plus a signing checklist built to survive a challenge
- When a living trust earns its price, and the funding steps without which it's an expensive folder
- Powers of attorney, healthcare directives, and HIPAA forms that banks and hospitals will actually accept
- The 2026 federal exemption and portability - and the state estate and inheritance taxes that catch far more families
- SECURE Act rules for inherited IRAs, the 10-year drawdown, and Roth conversions in your low-bracket years
- Blended families, minor children, a child with special needs, a family business, out-of-state property
- Honest guidance on where DIY is fine - and where it will cost your heirs more than an attorney ever would
- A 90-day build calendar, a document location letter, and a script for the conversation with your adult children
This is for you if you're 50 or older with a home, retirement accounts, and people you'd rather not leave a mess to.
It isn't for you if you want theory. Every chapter ends with something to do.
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