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Product Description

Should you have a trust as part of your estate plan?

Maybe you’ve heard things like, “everyone needs a trust,” “you need a trust to protect your assets,” “you need a trust to save taxes,” or “you need a trust to avoid probate.”

But do you really need one? Why? What kind of trust? What does it do? How does it work? Is it worth the cost in time and money?

Would you like to be well-informed and confident before you meet with an attorney?

With this book you’ll discover:

  • what trusts can, and cannot, do for you
  • some of the different types of trusts and how they’re used
  • whether a trust may be right for you
  • how to weigh the costs and benefits of setting up a trust

In this second volume in the Savvy Client Series, attorney Mary L. Barrow, author of Estate Planning for the Savvy Client: What You Need to Know Before You Meet With Your Lawyer, answers your questions about trusts in a practical, easy-to-understand way, just as she has done for her clients and students  With a handy list of questions to point you in the right direction, this book will help you consider whether a trust may be right for you—before you meet with your lawyer.

The Savvy Client is You!

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