[sdsurfer]

Thanks so much for chiming in everyone! I really appreciate the insight.

[sdsurfer]

[quote=mike12]I use Suze Ormans will and trust kit. It is cheap, easy and alows you to change it whenever you want. I think it is $29 for her online versionand $49 for the kit that comes with a case and cd’s. It is easy. All your info is saved and you can print or change it whenever you want.It incluses wills, trust, durable power of attorney and health care directive. I paid alot for the first trust I ever got. It was a joke. You pay a lot to attorneys to revise a trust also.

The important thing is to put all your assets in the trust name when you are done. A lot of people get Trust done and never re title their accounts.[/quote]

Thanks Mike! Has anyone else gone this route or have any reason they believe it is not a good option?

[sdsurfer]

[quote=mike12]I use Suze Ormans will and trust kit. It is cheap, easy and alows you to change it whenever you want. I think it is $29 for her online versionand $49 for the kit that comes with a case and cd’s. It is easy. All your info is saved and you can print or change it whenever you want.It incluses wills, trust, durable power of attorney and health care directive. I paid alot for the first trust I ever got. It was a joke. You pay a lot to attorneys to revise a trust also.

The important thing is to put all your assets in the trust name when you are done. A lot of people get Trust done and never re title their accounts.[/quote]

Thanks Mike! Has anyone else gone this route or have any reason they believe it is not a good option?

[sdsurfer]

[quote=mike12]I use Suze Ormans will and trust kit. It is cheap, easy and alows you to change it whenever you want. I think it is $29 for her online versionand $49 for the kit that comes with a case and cd’s. It is easy. All your info is saved and you can print or change it whenever you want.It incluses wills, trust, durable power of attorney and health care directive. I paid alot for the first trust I ever got. It was a joke. You pay a lot to attorneys to revise a trust also.

The important thing is to put all your assets in the trust name when you are done. A lot of people get Trust done and never re title their accounts.[/quote]

Thanks Mike! Has anyone else gone this route or have any reason they believe it is not a good option?

[sdsurfer]

[quote=mike12]I use Suze Ormans will and trust kit. It is cheap, easy and alows you to change it whenever you want. I think it is $29 for her online versionand $49 for the kit that comes with a case and cd’s. It is easy. All your info is saved and you can print or change it whenever you want.It incluses wills, trust, durable power of attorney and health care directive. I paid alot for the first trust I ever got. It was a joke. You pay a lot to attorneys to revise a trust also.

The important thing is to put all your assets in the trust name when you are done. A lot of people get Trust done and never re title their accounts.[/quote]

Thanks Mike! Has anyone else gone this route or have any reason they believe it is not a good option?

[sdsurfer]

[quote=mike12]I use Suze Ormans will and trust kit. It is cheap, easy and alows you to change it whenever you want. I think it is $29 for her online versionand $49 for the kit that comes with a case and cd’s. It is easy. All your info is saved and you can print or change it whenever you want.It incluses wills, trust, durable power of attorney and health care directive. I paid alot for the first trust I ever got. It was a joke. You pay a lot to attorneys to revise a trust also.

The important thing is to put all your assets in the trust name when you are done. A lot of people get Trust done and never re title their accounts.[/quote]

Thanks Mike! Has anyone else gone this route or have any reason they believe it is not a good option?

[sdsurfer]

I probably should have asked that question. I do believe he mentioned something about owning a few properties and not wanted anyone to know what he owns.

He did state that he gets a lot of his properties through probate so maybe he is trying to avoid others doing the same thing with his properties someday.

[sdsurfer]

I probably should have asked that question. I do believe he mentioned something about owning a few properties and not wanted anyone to know what he owns.

He did state that he gets a lot of his properties through probate so maybe he is trying to avoid others doing the same thing with his properties someday.

[sdsurfer]

I probably should have asked that question. I do believe he mentioned something about owning a few properties and not wanted anyone to know what he owns.

He did state that he gets a lot of his properties through probate so maybe he is trying to avoid others doing the same thing with his properties someday.

[sdsurfer]

I probably should have asked that question. I do believe he mentioned something about owning a few properties and not wanted anyone to know what he owns.

He did state that he gets a lot of his properties through probate so maybe he is trying to avoid others doing the same thing with his properties someday.

[sdsurfer]

I probably should have asked that question. I do believe he mentioned something about owning a few properties and not wanted anyone to know what he owns.

He did state that he gets a lot of his properties through probate so maybe he is trying to avoid others doing the same thing with his properties someday.

[sdsurfer]

Right on sdduuude! Appreciate the insight. Sounds like I have a bit of homework to do, but that definitely puts me on the right track.

Much appreciated!

[sdsurfer]

Right on sdduuude! Appreciate the insight. Sounds like I have a bit of homework to do, but that definitely puts me on the right track.

Much appreciated!

[sdsurfer]

Right on sdduuude! Appreciate the insight. Sounds like I have a bit of homework to do, but that definitely puts me on the right track.

Much appreciated!

[sdsurfer]

Right on sdduuude! Appreciate the insight. Sounds like I have a bit of homework to do, but that definitely puts me on the right track.

Much appreciated!

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