The Savvy Client's Guide to Trusts: Is a Trust Right for You? (Savvy Client Series)

Liked the information presented,What’s missing why I gave it a 4 stars, I would have liked electronic templates to make it easier as a template before seeing a lawyer. I bought this for my 97 year old dad-/ not sure he will be able to handle the content, so i’m Going Thur it myself to “translate” to simply in plain English. I did the trust thru a lawyer which makes it easier. Though good idea to read this before seeing lawyer so you have a clue what is going on. I also did the Pc electronic trust form before seeing lawyer which helped.

Works well with our printer, an HP product. Only downside is that the printer recognizes that it is not an HP native product, so it says that the ink is low long before it actually is.

Great information & easy to understand. Read before you have a meeting with your lawyer.

It was just what I was looking for. Explained in simple terms and easy to find the situation that I was considering using the Table of contents.

I wanted a simple introduction into trusts and I got it. Quick read her still very informative. I recommend it.

Do not waste your time and money on this book. I am not an attorney, yet I was evidently expecting more detailed information to learn about trusts. This book is so basic that it is does not even mention or make a reference to the Uniform Probate Code and the Uniform Trust Code, and where to find them for the more savvy client to learn more about about trusts.

Very informative.

The Savvy Client's Guide to Trusts is an excellent resource! For someone like me, who knew very little about estate trusts, the author not only accomplished her goals, but she did so exceptionally well - clearly, in laymen's terms, and succinctly! I now know that there may be applicable places in my estate planning where trusts may be very helpful, and I feel much more confident about my ability to discuss these options intelligently with an attorney. I can't wait to read the other book in the series, The Savvy Client's Guide to Estate Planning, as I'm sure I will learn even more. I would highly recommend this book to anyone interested in improving upon their estate planning knowledge and abilities.