Friday, May 22, 2009

The Weekend Estate Planning Kit - Douglas E. Godbe

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I used this book to put together a living trust for Pete and I - which I now need to update with Baby info. We even had a "real lawyer" look over the documents that they had us put together and they seemed to think it would be sufficient. We haven't actually gone through the (supposedly torturous) process of funding the estate by transferring our assets but the book did have a spill over will that allows you to will all assets to the estate - which will be a catch all just in case something happens before the rest goes through. The material is dry (as you would expect) but I felt like it gave a good overview of how the process works and what your options are. They CD that comes with it has template documents that you customize for your situation. It was about a weekends work to put together.

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