Estate Planning & Living Trust Secrets : What They Don't Want You to Know

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Estate Planning & Living Trust Secrets : What They Don't Want You to Know
by Frank J. Croke
from Capital Management Press

Customer Reviews:

• Avg. Customer Rating: 4.0 / 5.0

• A Great Find and Clear Read
  I was happy to find ,in this book,that I could have the provisions I wanted in a Living Trust.They are so important to me and my family. If you want to see if provisions can be had to fit your particular situation I recommend you do what I did.First,I reviewed the example of a Living Trust offered by the book's authors on the web site CCMTRUST.COM. It was easy to understand. Rights I needed to know about to really provide for my family I found in the draft at the web site- and it's free.Key directives are... more info

• Great Estate Ideas
  The book Estate Planning & Living Trust Secrets: What they don't
  want you to know is one of the best Estate Planning Guides I have ever read. Clients of mine with rather complex estates and
  investment portfolios have always benefited from Mr. Croke's
  review of significant trust related issues. The checklist of 24
  questions to ask enables my clients to review their existing trust documents to ensure they have not overlooked major planning benefits or have omitted important rights in their... more info

• This is a great Book
  I just had my trust prepared by a very fine trust attorney. The trust contains many of the recommendations from this book. So you can understand my concern when a friend told me about the negative review by a Toledo trust attorney. I showed the review to my attorney and his opinion is that the person who wrote the review was not an attorney since the information given was incorrect and was carefully avoided in the preparation of my document.

  My attorney also told me that there is no IRS requirement that I... more info

• I Hope Frank Does Not Make Much Money From This One!!!
  Frank's attempt to "place fear" into cleints, by telling them the state's "defaut rules" are "bad" is misplaced and a fraud on the readers, in my opinion. Frank warns the readers that an estate attorney is attempting to "hold-out" on secrets. That is "bunk, unless they used him, perhaps."

  Yes, I am an estate planning attorney with over 25 years of experience, No I am not afraid of Frank's book, because no one in their right mind would fall for his "BS."

  What some people will do to scam money from... more info

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