The Living Trust Advisor

The First Quarter Establishing Your Living Trust

If you have picked up this book, my hope is that you are finally at the point where the concept of actually establishing your Living Trust has entered the combined minds of you and your spouse. No more procrastination or excuses for not getting to it. You’re here! You can’t get more here than right here.

This is the beginning of your Living Trust training. Do you want to cross the goal line, spike that football, and revel in the roar of the crowd? Well, you know the drill. You first have to learn what a football is. To get to point Z, you must get to—and through—point A, which is getting you to understand what the Living Trust is, what it does, and how it works.

I wish I had the ability to get you through your Living Trust training in a 30-second workout montage, à la Rocky. But with this being real life, I can only offer you this mundane instruction: Turn the page and introduce yourself to the various components and players that make up your Living Trust.