Review by YJ9+ -- Do I Need a Will or a Trust
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Review by YJ9+ -- Do I Need a Will or a Trust
[Following is a volunteer review of "Do I Need a Will or a Trust" by Taylor Willingham.]
Will and trust are legal documents with distinctions from each other concerning a right or a personal property given or left by an individual to a specific person or to certain people. Probate Attorney Taylor Phillip Willingham differentiates a will from a trust in his book, Do I need a Will or a Trust?. Based on his experience in practicing his profession, he has shared the importance, benefits, and processes of preparing a will or a trust. Furthermore, he emphasized that the necessity of investing in such documents are based on what the client’s situation calls for.
The author started by relating an iconic historical figure to the idea of a person properly leaving behind his assets to a prospective heir or beneficiary. Where in, “properly” means assuring the original owner that the assets he will leave will be used according to his primary intention and would benefit the person he chose. From here, the reasons why one ought to invest in either a will or a trust were pointed out one by one while noting the real situations that the author had encountered with his clients. Most of the complicated situations that happened are consequences of not preparing of either a will or a trust. State provisions, family structure, long term advantage, and certain benefits from different types of trusts are some of the factors that support the writer’s reasons. He also gave tips and tricks for cost effective and time efficient processing of these documents and even told his reader to be wary of opportunistic lawyers.
The book, itself, is informative and easy to understand. Honestly, I expected it to have a formal tone since it talks about legal documents and legal terms. But surprisingly, it made me attentive and entertained in between the lines. I like the creativity of the author in maintaining the attention of his reader by expressing witty lines, adding clear pictures to prove his point (and with “clear” I mean literally self - expressing pictures ), by using funny quotations, and by making the context simple and organized through graphical representations. I appreciate that the references to the facts claimed, were cited in the book.
In some chapters, vocabulary banks are included to simplify jargons that are used in legal documents into lay man’s term. An example is the word “bequeath” which means “to give”. I suppose that the book is for the populace of Texas particularly those in the middle aged group. In support to this, the author clearly said that different states have different laws regarding the creation of a will and a trust, including the people and assets involved therein. But, since the topic is general and common to all property owners, I think the book is applicable for people living in or out of Texas. In addition, a reader from a younger age group can find that this book provides a clear background about property planning and legal provisions about inheritance, which can be of use to him in the future. If he is a beneficiary, this can also introduce to him, his rights.
There were no grammatically incorrect sentences as far as I know. The format as well as the font size and font color were fine except for some inconsistencies of the font color in certain pages. Adjustments should also be made to the spacing of the titles of specific topics. Aside from the corrections I mentioned, all in all, Do I Need a Will or a Trust? is a very good read and is an eye opener to the real world so I give it four out of four stars.
******
Do I Need a Will or a Trust
View: on Bookshelves | on Amazon
Will and trust are legal documents with distinctions from each other concerning a right or a personal property given or left by an individual to a specific person or to certain people. Probate Attorney Taylor Phillip Willingham differentiates a will from a trust in his book, Do I need a Will or a Trust?. Based on his experience in practicing his profession, he has shared the importance, benefits, and processes of preparing a will or a trust. Furthermore, he emphasized that the necessity of investing in such documents are based on what the client’s situation calls for.
The author started by relating an iconic historical figure to the idea of a person properly leaving behind his assets to a prospective heir or beneficiary. Where in, “properly” means assuring the original owner that the assets he will leave will be used according to his primary intention and would benefit the person he chose. From here, the reasons why one ought to invest in either a will or a trust were pointed out one by one while noting the real situations that the author had encountered with his clients. Most of the complicated situations that happened are consequences of not preparing of either a will or a trust. State provisions, family structure, long term advantage, and certain benefits from different types of trusts are some of the factors that support the writer’s reasons. He also gave tips and tricks for cost effective and time efficient processing of these documents and even told his reader to be wary of opportunistic lawyers.
The book, itself, is informative and easy to understand. Honestly, I expected it to have a formal tone since it talks about legal documents and legal terms. But surprisingly, it made me attentive and entertained in between the lines. I like the creativity of the author in maintaining the attention of his reader by expressing witty lines, adding clear pictures to prove his point (and with “clear” I mean literally self - expressing pictures ), by using funny quotations, and by making the context simple and organized through graphical representations. I appreciate that the references to the facts claimed, were cited in the book.
In some chapters, vocabulary banks are included to simplify jargons that are used in legal documents into lay man’s term. An example is the word “bequeath” which means “to give”. I suppose that the book is for the populace of Texas particularly those in the middle aged group. In support to this, the author clearly said that different states have different laws regarding the creation of a will and a trust, including the people and assets involved therein. But, since the topic is general and common to all property owners, I think the book is applicable for people living in or out of Texas. In addition, a reader from a younger age group can find that this book provides a clear background about property planning and legal provisions about inheritance, which can be of use to him in the future. If he is a beneficiary, this can also introduce to him, his rights.
There were no grammatically incorrect sentences as far as I know. The format as well as the font size and font color were fine except for some inconsistencies of the font color in certain pages. Adjustments should also be made to the spacing of the titles of specific topics. Aside from the corrections I mentioned, all in all, Do I Need a Will or a Trust? is a very good read and is an eye opener to the real world so I give it four out of four stars.
******
Do I Need a Will or a Trust
View: on Bookshelves | on Amazon
Latest Review: We are Voulhire: Someone Else's End by Matthew Tysz
