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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.Current price is: $21.97.

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Updated 2025 Edition and 36 Exclusive Bonuses & Trust Forms In: The 6-in-1 Living Trusts + Wills, Retirement, Tax & Estate Planning Guide ✍️ 📋

🏛️ Your All-in-One Blueprint for Trusts, Financial Security, Legacy Protection & Tax-Smart Wealth Building 💼📜💰

📜 If you’re serious about protecting your legacy, making your money last, and leaving behind more than just memories, this book is your one-stop guide. Living Trusts + Wills, Retirement, Tax & Estate Planning – The 6-in-1 Guide gives you everything you need to create a complete financial and legal game plan for your future—and your family’s.
💰 You’ll get access to the FREE 36-in-1 Wealth Plan Bonus Bundle, loaded with checklists, planning worksheets, IRS audit survival tools, wealth guides, and trust and will forms you can start using immediately. Plus you’ll discover step-by-step strategies to build a living trust, avoid probate, reduce your tax burden, protect your assets, and craft a retirement plan that truly works.

📖 What Makes This Book Special?

✔️ Bypass Probate And Keep Your Estate Out Of Court Using The Same Legal Tool That’s Helped Thousands Of Families Protect Their Assets Quietly And Quickly.
✔️ Use The Rockefeller Wealth Strategy Adapted And Formatted To Set Up Your Financial Legacy.
✔️ Slash Your Future Tax Burden With Timing Tactics And Asset Transfer Tips That Often Go Unmentioned By Traditional Advisors.
✔️ Follow The Same Real Estate Planning Method That Allowed One Couple To Pass Down Their Home Without Triggering Probate, Legal Delays, Or Capital Gains Issues.
✔️ Eliminate Confusion And Family Conflict By Using Clear Decision-Maker Clauses And Pre-Filled Forms Included In The Bonus Bundle.
✔️ Trim Attorney Costs By Thousands Using Ready-To-Use Will And Trust Templates, Plus Walkthroughs That Show You Exactly How To Fill Them Out.
✔️ Learn From Real Stories And Case Studies, Including How One Small Mistake Cost A Family $40,000 In Probate Fees, And How Another Avoided It Entirely.
✔️ Prevent Common Disasters With Estate Planning Checklists That Flag The Red Tape Most People Only Discover When It’s Too Late.
✔️ Simplify The Financial Transition For Your Loved Ones With A Personal Info Organizer And Step-By-Step Legacy Binder Strategy.
✔️ Apply Wealth Protection Tactics Used By High-Net-Worth Families To Make Your Savings Last Longer And Pass Down More To The Next Generation.

🎁 FREE Bonus: Your 36-in-1 Wealth Plan Bundle Includes:

📑 Official Living Trust & Will Forms – Fill-in-the-blank templates to start protecting your estate today

📋 Retirement Planning & Side Hustle Cheat Sheets – Make your money last and generate income long into retirement

🧾 IRS Audit Survival Kit – Including tax-saving checklists, tax planning for couples, and smart year-end strategies

📘 Legacy Planning & Estate Transfer Worksheets – Organize everything from heirs to healthcare to digital assets

📈 Generational Wealth Strategy Guides – Learn how to pass down financial security—not just paperwork

📂 Blended-Family Estate Toolkit – Avoid conflict and ensure fair distribution across stepchildren, remarriages, and complex families

💼 Trustee Training Guide – Teach your chosen trustee exactly how to manage your trust legally, efficiently, and without drama

🧠 5-Step Wealth Plan for Any Income – A simple, repeatable blueprint to build long-term financial stability at any life stage

📦 Scroll Up And Click “Buy Now” To Get Your Copy Today And Take Full Control Of Your Financial Future—For Yourself And For Generations To Come. 📦

From the Publisher

2026 trusts

Living trusts, wills, estate planning, taxesLiving trusts, wills, estate planning, taxes

Easy Estate PlanningEasy Estate Planning

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 TrustCreate Your Living Trust

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 WillWrite Your Will

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 TaxesLower Your Taxes

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 PlanningRetirement Planning

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 TacticsElite Wealth Tactics

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.

Living trusts, wills, estate planning, taxesLiving trusts, wills, estate planning, taxes

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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  1. 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.

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  2. 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!

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  3. PH

    Made a confusing topic way easier
    I’ve 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 it’s a really solid guide if you’re just trying to figure this stuff out without hiring a lawyer right away.Would definitely recommend if you’re starting from scratch like I was.

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  4. 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 “probate court” or made a plan for avoiding it, is gambling with their retirement funds/savings and their families’ future. In brief terms (and my opinion), probate is the government’s way of stripping you of what’s left to your name (money & property) after you die, even though you have spent most of your life working and paying taxes. Anyone who doesn’t 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.

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  5. 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!

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  6. B. Bauer

    Balanced information and strategies
    While I am pretty literate in finance, Will’s 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 “life” 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!!!

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  7. Robert W.Clark

    Proper estate planning!
    Excellent book for the money!!!!

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  8. 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.

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  9. David

    This book is a game-changer for anyone navigating wealth-building and estate planning. Its clear, practical strategies—living trusts, tax-saving tactics, and pre-filled forms—simplify 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, it’s a must-have guide to secure your family’s future. Highly recommended!

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  10. marco rastelli

    I needed to get a handle on wills, retirement, and taxes, but didn’t 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.

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  11. 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.

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  12. 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!

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  13. Elmahna

    Helpful guide to save on taxes and secure your family’s future, clear, practical, and packed with helpful tools. Useful book

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    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)
    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.Current price is: $21.97.

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