You’ve spent years building a life, a home, savings, and a legacy. The question is: will everything pass to the people you choose, in the way you intend, without unnecessary confusion, delay, or expense?
Living Trusts, Wills & Estate Planning for Seniors is a practical, plain-English guide to putting your affairs in order with confidence. Instead of overwhelming you with legal jargon, Marcus Penwick breaks estate planning into clear decisions you can understand and act on.
Inside, you’ll learn how to:
• Understand living trusts, wills, probate, and beneficiary designations
• Decide whether a living trust fits your situation and avoid the costly mistake of leaving it unfunded
• Choose trustees, executors, financial agents, and health care representatives
• Prepare for illness or incapacity with powers of attorney and health care directives
• Coordinate retirement accounts, insurance, real estate, personal possessions, and digital assets
• Plan for blended families, unequal inheritances, and situations that can lead to conflict
• Understand long-term care, Medicaid, estate recovery, taxes, and the limits of revocable trusts
• Organize documents before meeting an attorney, compare legal services, and recognize when professional advice is worth the cost
The book also includes estate-planning myths, guidance after the death of a spouse, frequently asked questions, and a useful glossary.
Whether your estate is simple or more complex, this guide helps you make deliberate choices, keep important documents current, and leave fewer unanswered questions for the people you care about.
Take control of your plans today and give your loved ones greater clarity for tomorrow.