Living Trusts + Wills, Retirement, Tax & Estate Planning – The 6-in-1 Guide: How to Make Your Own Living Trust, Avoid Probate, Save On Taxes & Retire Happy + Elite Wealth Management (Wealth Strategy)
Original price was: $24.95.$21.97Current price is: $21.97.
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From the Publisher


Easy Estate Planning
Use simple checklists to organize your estate plan, avoid common errors, and make sure nothing gets overlooked. Stay in control of your future and protect the people you care about most

Create Your Living Trust
Learn how to set up a trust that keeps your plan organized and your family supported. Avoid delays, reduce stress, and make sure everything you’ve built is passed on clearly and with care

Write Your Will
Follow simple steps to write a valid will that reflects your wishes and secures your legacy. Make decisions that support your long-term goals and provide security for your heirs.

Lower Your Taxes
Use effective timing tactics, asset transfer strategies and overlooked tax loopholes to reduce what you owe now and protect what you pass on later. More savings now for a greater impact later.

Retirement Planning
Stretch your retirement income with smart withdrawal strategies and wealth protection tactics used by the experts. Make your money work harder, last longer, and support the life you earned.

Elite Wealth Tactics
Apply the Rockefeller strategy to grow your wealth, shield your assets, and create a legacy that stands the test of time. Build like the elite without needing millions to start.

ASIN : B0F7FRGV1L
Publisher : Independently published
Publication date : May 3, 2025
Language : English
Print length : 170 pages
ISBN-13 : 979-8316976898
Item Weight : 12 ounces
Dimensions : 8 x 0.39 x 10 inches
Part of series : Wealth Strategy
Best Sellers Rank: #15,523 in Books (See Top 100 in Books) #2 in Estates & Trusts Law #2 in Legal Remedies (Books) #4 in Estate Planning Laws for Wills
Customer Reviews: 4.7 4.7 out of 5 stars (323) var dpAcrHasRegisteredArcLinkClickAction; P.when(‘A’, ‘ready’).execute(function(A) { if (dpAcrHasRegisteredArcLinkClickAction !== true) { dpAcrHasRegisteredArcLinkClickAction = true; A.declarative( ‘acrLink-click-metrics’, ‘click’, { “allowLinkDefault”: true }, function (event) { if (window.ue) { ue.count(“acrLinkClickCount”, (ue.count(“acrLinkClickCount”) || 0) + 1); } } ); } }); P.when(‘A’, ‘cf’).execute(function(A) { A.declarative(‘acrStarsLink-click-metrics’, ‘click’, { “allowLinkDefault” : true }, function(event){ if(window.ue) { ue.count(“acrStarsLinkWithPopoverClickCount”, (ue.count(“acrStarsLinkWithPopoverClickCount”) || 0) + 1); } }); });
13 reviews for Living Trusts + Wills, Retirement, Tax & Estate Planning – The 6-in-1 Guide: How to Make Your Own Living Trust, Avoid Probate, Save On Taxes & Retire Happy + Elite Wealth Management (Wealth Strategy)
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Original price was: $24.95.$21.97Current price is: $21.97.

joanne bergeron –
This book will help you establish solid plans for your heirs
This comprehensive 6-in-1 guide provides a thorough overview of essential topics in estate planning, retirement, and wealth management. The book covers:1. Living trusts and wills: Instructions on creating a living trust, avoiding probate, and ensuring assets are distributed according to one’s wishes.2. Retirement planning: Strategies for maximizing retirement savings, managing taxes, and securing a stable financial future.3. Tax planning: Tips on minimizing tax liabilities and optimizing financial efficiency.4. Estate planning: Guidance on protecting assets, naming beneficiaries, and ensuring a smooth transfer of wealth.The book’s strengths include:1. Comprehensive coverage: The 6-in-1 format provides a broad understanding of interconnected topics.2. Practical advice: Readers will find actionable steps and strategies to apply to their own planning.3. Clear explanations: Complex concepts are explained in an accessible manner.Overall, “Living Trusts + Wills, Retirement, Tax & Estate Planning” is a valuable resource for individuals seeking to take control of their estate planning, retirement, and wealth management. By following the book’s guidance, readers can make informed decisions and work towards a more secure financial future.
Student and Mom –
Great Intro to Estate Planning
As a first-time reader with no background in trusts or wills, this book was exactly what I needed. It explains complex topics in simple terms and helped me understand how to start planning for the future. Clear, practical, and very beginner-friendly!
PH –
Made a confusing topic way easier
Iâve been reading through a few estate planning books at this point as estate planning always felt super overwhelming to me, but this book broke it down in a way that actually made sense. Easy to read, super practical, and the checklists were a big help.Some parts repeated a bit, which got a little old, but overall itâs a really solid guide if youâre just trying to figure this stuff out without hiring a lawyer right away.Would definitely recommend if youâre starting from scratch like I was.
Elite-Girl –
The time to plan for your family and set your house in order is now!
Anyone who lives in the United States and has not heard of âprobate courtâ or made a plan for avoiding it, is gambling with their retirement funds/savings and their familiesâ future. In brief terms (and my opinion), probate is the governmentâs way of stripping you of whatâs left to your name (money & property) after you die, even though you have spent most of your life working and paying taxes. Anyone who doesnât plan how to avoid probate court upon their demise might as well sign over their life savings to the government and creditors. This book contains all the information you need to plan your estates within the boundaries of the law, and ensure that the family you leave behind is well cared for. In addition to estate planning, it also covers how to establish wills, trusts, and retirement funds for optimal benefits. The knowledge and education contained within this book are definitely worth investing in.
Chris C. –
Informative book on everything estate planning
As parents of young kids, my spouse and I have been taking a more serious look at organizing our affairs to ensure our kids are properly cared for if something were to happen to us. It’s an intimidating topic, so we wanted to better inform ourselves about living wills and trusts and estate planning before hiring an attorney. This book is exceptionally well-written, in a matter-of-fact style, and covers everything you need to know about estate planning beyond just living trusts. It also goes into tax strategies and retirement planning options, which are increasingly important as you age. We’ll definitely be referring back to this resource throughout the process!
B. Bauer –
Balanced information and strategies
While I am pretty literate in finance, Willâs and Trusts are a weak area of knowledge for me. This book gave me a very well balanced and understandable insight into this very important facet of âlifeâ we all face one day.I am still learning more and more, but this book gave me an excellent foundation in the knowledge of these documents! Great job, Thanks!!!
Robert W.Clark –
Proper estate planning!
Excellent book for the money!!!!
Bev Schiefer –
A must read for retirees
The book is exactly what it states: “Your all in one blueprint for Financial Security, Legacy Protection” and Tax-Smart direction. I have recently retired. I use the book to protect our assets and benefit my children, not the government. I strongly recommend this book.
David –
This book is a game-changer for anyone navigating wealth-building and estate planning. Its clear, practical strategiesâliving trusts, tax-saving tactics, and pre-filled formsâsimplify complex processes. Real case studies and a bonus bundle, including wills and legacy worksheets, make it great value. Perfect for beginners or those refining their financial legacy, itâs a must-have guide to secure your familyâs future. Highly recommended!
marco rastelli –
I needed to get a handle on wills, retirement, and taxes, but didnât know where to start. This book gave me not only simple explanations but also practical tools I could use right away. The sections on trusts and estate planning were eye-opening, and I really appreciated the ready-to-use templates. The author manages to make complex topics accessible without ever dumbing them down. Highly recommended for anyone who wants to avoid costly mistakes and finally feel prepared.
Terrance York Smithy –
As a young man looking to build wealth for my future and future generations, this is a great purchase. I don’t come from money or know anyone that does, so it’s pretty much just youtube and books for me. It’s one thing to hear the stories and general advice, but it’s different when things are laid out neatly like a gameplan in the way that this book does. It puts things into perspective, and organizes a trajectory cleanly through a complicated and overwhelming path.
ETS –
From estate and trust planning, LLCs, to charitable giveaways and philanthropy. Basic intro book, useful only for those in the USA, which oddly, is not mentioned anywhere in the marketing. Enjoyable quotes at each chapter heading to make a technical read more engaging.If you are serious about setting up a trust, will, or estate of some sort, please consult a professional!
Elmahna –
Helpful guide to save on taxes and secure your family’s future, clear, practical, and packed with helpful tools. Useful book