Welcome to The Estate Plan

"Do [good] living trusts perform as advertised? Ask Beth Currie of Tarzana, California, whose husband dies in January, 1990 with a living trust drawn up by the Estate Plan. The ease with which she was able to wind up his affairs has been 'absolutely spectacular' she says."

FORTUNE Magazine

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"The Living Trust, by Henry Abts III . . . explains how a trust protects assets while you are alive, then passes them on."

"The living or inter vivos, trust can be a reasonably priced alternative to a will and it avoids probate altogether." . . . "Even for people of modest means, the living trust can be a good alternative to the traditional will."

American Association of Retired Persons
A Report on Probate

"I met with Henry last month and found his approach to offer what I think we all need, especially as it relates to estate planning and Living Trusts; and that's thoroughness and peace of mind."

Michael Reagan, Former President Reagan's son and radio personality

"Revocable living trusts become [a] popular option in estate planning." . . .More and more Americans are . . . putting their assets in revocable living trusts."

The Wall Street Journal
Your Money Matters column

"Suggested Reading & Source of Information: Chapter 8, Planning your Estate: The Living Trust by Henry W. Abts III."

The Survival Guide for Women, Suggested Reading & Sources of Information Section, by Renee & Don Martin

"Trusts offer something for everyone. Do you want to avoid probate? Minimize estate taxes? Do you need to provide protection for a handicapped child or disabled relative? Are you married but planning to leave an inheritance to children from a prior marriage? If your answer to any or all of these questions is Yes, a trust may be for you."

Modern Maturity Magazine

"The clearest and most comprehensive book we have read on the subject of Living Trusts and related subjects is entitled, The Living Trust, by Henry W. Abts III. If your local library doesn't have this book . . . by all means buy one at a bookstore even if they have to order it for you."

How to Save Money on Just About Everything by William Roberts
Chapter 7 - Estate and Inheritance Taxes

The first and only approved Living Trust vendor for the California School Employees Association, an employee union representing 150,000 classified employees in the state school system.