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Designed Especially for Entrepreneurs and Business Owners. If you’re single and have assets over $600,000, or combined assets of $1,200,000 if you’re married (or have parents or grandparents who fit into this category), you need a living trust. Without one, you’ll be giving hundreds of thousands to the government when you die, rather than passing your hard-earned assets on to your heirs. Living Trust Builder gives you the mechanisms and sound planning advice that can save you from paying estate taxes, gift taxes and probate fees. Protect your family, business and estate!
Includes
Living Trust Builder Included Documents:
Organizing Your Estate
Probate, Estate Taxes, Incompetence & Other Bad Things
Guardianship for Minor Children
How Does a Living Trust Differ From a Will?
What Are the Benefits of a Living Trust?
Information Collection Form
Net Estate Worksheet
Components of Your Trust
Single Person’s Trust
Married Trusts
Children’s Trusts
Pour-Over Wills
Powers of Attorney
Assignment Deed of Trust
Quitclaim Deed
Transfer of Assets Letter
After Death Checklist
Amendment to Trust
Revocation of Trust
Directive to Physicians (Living Will)
Advanced Estate and Business Planning
Qualified Domestic Trust (QDOT)
Insurance Trusts
Family Limited Partnership
General Partnership Agreement
Corporate Buy-Sell Agreement
and more
Windows Requirements
Windows 95, 98, Me, 2000, NT, XP, Vista
Pentium II 300MHz or better processor
32 MB RAM or more
40 MB free hard disk space
4X speed CD-ROM drive or faster
Mouse
Printer
Works with 602 Pro (included)
Compatible with most word-processing software and spread-sheet software (including: Microsoft Word, WordPerfect, ClarisWorks, Microsoft Works, Ami Pro, Professional Write, WriteNow, Microsoft Excel, Lotus 1-2-3, and Quattro Pro)
Macintosh Requirements
G3 (350MHz) or better
System 8, 9, or 10
32 MB RAM or more
10 MB free hard disk space
4x speed CD-ROM drive or faster
Mouse and Printer for printing
Requires a word-processing and spreadsheet software such as:
Microsoft Word, WordPerfect, ClarisWorks, Microsoft Works, Ami Pro, Professional Write, WriteNow, Microsoft Excel, Lotus 1-2-3, Quattro Pro.
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