Any good will, trust, trustee, estate planning books out there?

Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills
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fortfun
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Any good will, trust, trustee, estate planning books out there?

Post by fortfun » Thu Apr 09, 2020 12:48 pm

Can anyone recommend a good/simple, Boglehead like, will, trust, trustee, and estate planning book/guide? Basically, what you need to know, even if you plan to hire an attorney.
Thanks,
Ff

percy
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Re: Any good will, trust, trustee, estate planning books out there?

Post by percy » Thu Apr 09, 2020 1:03 pm

American Bar Association's Guide to Wills and Estates is a good book. Also, useful books and other resources here: https://store.nolo.com/products/wills-trusts

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fortfun
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Re: Any good will, trust, trustee, estate planning books out there?

Post by fortfun » Thu Apr 09, 2020 1:45 pm

percy wrote:
Thu Apr 09, 2020 1:03 pm
American Bar Association's Guide to Wills and Estates is a good book. Also, useful books and other resources here: https://store.nolo.com/products/wills-trusts
Thanks Percy.

orlandoguy
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Re: Any good will, trust, trustee, estate planning books out there?

Post by orlandoguy » Thu Apr 09, 2020 1:57 pm

Beyond the Grave by Jeffrey Condon is often referenced here and I found it to be excellent for my own situation. YMMV.

Orlandoguy

senex
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Re: Any good will, trust, trustee, estate planning books out there?

Post by senex » Thu Apr 09, 2020 4:31 pm

Beyond the Grave is popular here. For me it is akin to an episode of Jerry Springer -- it has lots of up-close-and-personal disaster stories, but not much positive advice on what to do (or even many useful definitions, from what I recall). My one-line summary is "don't try to rule from the grave; it probably won't work."

A boglehead once recommended Wills, Trusts, and Estates, Examples & Explanations by Gerry Beyer ( https://www.amazon.com/Examples-Explana ... 793&sr=8-2 ). It is written like a textbook. I believe it is intended for law students.

The first few chapters are gold: they give a bunch of precise definitions and useful history & concepts. From there it gets increasingly academic and detailed, beyond most layman's interest. But those first few chapters cleared up a lot of concepts for me.

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