"Everything you need to get organized...Do your loved ones know where to find your insurance policies, passwords, title to your car, real estate deeds, health care directive, or even your will? If you're like a lot of people, you keep important information -- from automated bill-pay details to passwords to the location of important documents -- in your head or stashed in the odd desk drawer. Unfortunately, this disorganization will cause hassles for...

This revised fifth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a flexible estate plan. Platt explains the latest tax laws, including the American Taxpayer Relief Act of 2012, the broadening of statutes for amending trusts, and the rule against perpetuities (RAP). Platt also addresses updates on many existing topics, including lifetime exemptions; the estate, gift, and...