
Living Trusts + Wills, Retirement, Tax & Estate Planning: The 6-in-1 Guide
How to Make Your Own Living Trust, Avoid Probate, Save on Taxes & Make Your Money Last + Elite Wealth Management Strategies (Wealth Strategy)
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Narrated by:
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N.W. Edwards
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By:
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Garrett Monroe
About this listen
Your All-in-One Blueprint for Financial Security, Legacy Protection & Tax-Smart Wealth Building
If you're serious about protecting your legacy, making your money last, and leaving behind more than just memories, this book is your one-stop guide. Living Trusts + Wills, Retirement, Tax & Estate Planning–The 6-in-1 Guide gives you everything you need to create a complete financial and legal game plan for your future—and your family's.
What Makes This Book Special?
Bypass Probate And Keep Your Estate Out Of Court Using The Same Legal Tool That’s Helped Thousands Of Families Protect Their Assets Quietly And Quickly.
Use The Rockefeller Wealth Strategy Adapted And Formatted To Set Up Your Financial Legacy.
Slash Your Future Tax Burden With Timing Tactics And Asset Transfer Tips That Often Go Unmentioned By Traditional Advisors.
Follow The Same Real Estate Planning Method That Allowed One Couple To Pass Down Their Home Without Triggering Probate, Legal Delays, Or Capital Gains Issues.
Eliminate Confusion And Family Conflict By Using Clear Decision-Maker Clauses And Pre-Filled Forms Included In The Bonus Bundle.
Your 36-in-1 Wealth Plan Bundle Includes:
Official Living Trust & Will Forms–Fill-in-the-blank templates to start protecting your estate today
Retirement Planning & Side Hustle Cheat Sheets–Make your money last and generate income long into retirement
IRS Audit Survival Kit–Including tax-saving checklists, tax planning for couples, and smart year-end strategies
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Unlock a stress-free retirement and achieve the financial freedom you deserve with this ultimate guide! Imagine possessing a comprehensive resource that breaks down retirement planning into simple, actionable steps, turning complex financial decisions into opportunities for a secure future. Whether you’re starting from scratch, looking to enhance your current retirement plan, or are near retirement without much savings, this book will guide you through every stage of the process and ensure you're fully prepared for the next chapter of your life.
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Great information in this audiobook
- By Mercedes Pan on 01-30-25
By: Garrett Monroe
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Trusts, Asset Protection, and Estate Planning - Ultimate Guide 2 in 1 Edition
- How to Protect Your Assets, Secure Your Family’s Future, Save on Taxes-Forms, Tools and Multilayered Strategies That Work
- By: Anna Eiken
- Narrated by: Tracie Busby
- Length: 7 hrs and 41 mins
- Unabridged
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This is the audiobook edition of the ultimate 2-in-1 guide to trusts, asset protection, and estate planning—packed with proven strategies, clear guidance, and practical tools to help you safeguard your future. If you're serious about protecting your wealth, securing your family’s future, and making sure your assets aren’t lost to legal battles, excessive taxes, or poor planning, this audiobook is for you.
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Showed Me Why DIY Legal Isn’t Always Enough
- By Deja Roberts on 05-08-25
By: Anna Eiken
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The Advanced Guide to Real Estate Investing
- How to Identify the Hottest Markets and Secure the Best Deals
- By: Ken McElroy
- Narrated by: Garrett Sutton Esq.
- Length: 5 hrs and 9 mins
- Unabridged
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Picking up where he left off in the bestselling ABCs of Real Estate Investing, McElroy reveals the next essential lessons and information that no serious investor can afford to miss. Building on the foundation of Real Estate Investment 101, McElroy tells listeners how to think--and operate--like a real estate mogul, how to identify and close expert deals, why multifamily housing is the best real estate investment out there, and more.
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Detailed Information on Multi-Family & Management
- By Gerald on 11-08-22
By: Ken McElroy
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The Book on Tax Strategies for the Savvy Real Estate Investor
- Powerful Techniques Anyone Can Use to Deduct More, Invest Smarter, and Pay Far Less to the IRS!
- By: Amanda Han, Matthew MacFarland
- Narrated by: Randy Streu
- Length: 4 hrs and 55 mins
- Unabridged
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Did you know that the right tax strategy will save you thousands of dollars every year?! Take control of your bookkeeping practices now and take the sting out of tax season-with the ultimate strategy guide for real estate investors. In this book, investor-friendly CPAs Amanda Han and Matthew MacFarland bring a combined four decades of experience to help you hold onto your hard-earned dollars with powerful tax strategies designed specifically for investors like you.
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Utilize your time better
- By Bryce Henson on 10-26-20
By: Amanda Han, and others
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Estate & Trust Administration for Dummies, 2nd Edition
- By: Kathryn A. Murphy, Margaret A. Munro
- Narrated by: Emily Durante
- Length: 18 hrs and 35 mins
- Unabridged
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As more and more of the population reach senior ages-including baby boomers, many of whom do not have wills-an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration for Dummies guides you through the confusing process of administering an estate and/or trust.
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Usefulness in this format depends on your aims
- By Philo on 01-03-20
By: Kathryn A. Murphy, and others
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Trusts & Asset Protection Strategies That Work
- How to Protect Your Assets from Lawsuits, Save on Taxes, Pass Your Business On, and Keep Your Real Estate Safe
- By: Anna Eiken
- Narrated by: Tracie Busby
- Length: 3 hrs and 59 mins
- Unabridged
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Tired of recycled advice and surface-level tips? Trusts & Asset Protection Strategies That Work offers real solutions for real problems grounded in practical experience—not generic theories.
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We need to protect our nest egg
- By christmas on 05-19-25
By: Anna Eiken
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The Essential Retirement Toolkit
- Complete Guides to Social Security, Estate, and Retirement Planning
- By: Retire Wise
- Narrated by: Jeremy Diener
- Length: 10 hrs and 43 mins
- Unabridged
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Equip yourself with the knowledge and tools to ensure a secure and satisfying retirement. Start your journey to financial independence and peace of mind today with "The Essential Retirement Toolkit."
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Very easy to listen to and comprehend
- By Carrie Michelle on 09-18-24
By: Retire Wise
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Family Trusts
- A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators
- By: Hartley Goldstone, James E. Hughes Jr., Keith Whitaker
- Narrated by: Tim Paige
- Length: 7 hrs and 13 mins
- Unabridged
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Marrying the practical and emotional aspects of family wealth, this book provides a hands-on primer that focuses on fostering positive relationships, and structuring the trust appropriately for the situation and the people involved. It tackles difficult topics with frank and honest discussion, from the first beneficiary meeting to working with addictions, and more. Written by a team of experts in family wealth, this information is becoming increasingly crucial to the successful execution of a trust.
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More about the psychology of family trusts
- By Amanda on 08-25-20
By: Hartley Goldstone, and others
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Estate Planning & Living Trusts - The Ultimate Guide (2 in 1)
- How to Protect Your Assets, Lower Tax Liability, & Set Your Family Up for Generations + Avoid Probate and Protect Your Heirs (Estate Planning Guides, Book 3)
- By: Garrett Monroe
- Narrated by: N.W. Edwards
- Length: 8 hrs and 12 mins
- Unabridged
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This bundle offers a clear roadmap to avoid probate, protect your heirs, and minimize legal hassles. Covering both estate planning and living trusts, it provides key insights for these essential life paths, whether you're just starting out or looking to refine your strategy. Don’t leave the future of your estate to chance. Equip yourself with the tools and knowledge to manage your assets and protect your loved ones.
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45 Minutes of Information in 8 Hours
- By djw on 06-02-25
By: Garrett Monroe
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The Only LLC Beginners Guide You’ll Ever Need
- Limited Liability Companies for Beginners - Form, Manage & Maintain Your LLC (Starting a Business Book)
- By: Garrett Monroe
- Narrated by: Clayton Brown
- Length: 3 hrs and 14 mins
- Unabridged
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In today's marketplace, establishing an LLC (Limited Liability Company) is often considered the golden ticket to business freedom. But setting up and running an LLC isn't just about filing some paperwork; it's about understanding the intricacies that govern different business structures, mitigating risks, and capitalizing on opportunities.
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bad read
- By Fantastic board!!! Strong,looks great! I was able to get my 100 pound Rottweiler and myself on it with NO problems! Love it!! Highly recommend on 09-18-24
By: Garrett Monroe
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The Book on Advanced Tax Strategies
- Cracking the Code for Savvy Real Estate Investors
- By: Amanda Han, Matthew MacFarland
- Narrated by: Clifford Ponder
- Length: 7 hrs and 56 mins
- Unabridged
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When it comes to taxes, it’s not about how much money you make, but how much money you actually keep. Are you tired of working hard all year, just to lose the largest chunk of that money to the IRS? Believe it or not, the US tax system is filled with loopholes designed specifically to benefit real estate investors just like you. In this comprehensive follow-up to The Book on Tax Strategies, best-selling authors and CPAs Amanda Han and Matthew MacFarland bring you more strategies to slash your taxes and turn your real estate investments into a tax-saving machine.
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Above my Expectations
- By Kelita on 04-29-21
By: Amanda Han, and others
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What Your CPA Isn't Telling You
- Life-Changing Tax Strategies
- By: Mark J. Kohler
- Narrated by: Mark J. Kohler
- Length: 4 hrs and 30 mins
- Unabridged
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Tackling the fundamental question asked by all taxpayers - How can I save on taxes? - attorney and CPA Mark J. Kohler empowers you to dismiss standard CPA viewpoints like "your tax payment is what it is" and "you just make too much money." Simplified through the mastery of storytelling, Kohler invites you to immerse yourself in the compelling tale of a typical family's tax awakening. Through their journey, you'll discover critical but underutilized tax strategies to achieve huge tax savings.
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From one CPA to another
- By JG Knox on 06-30-14
By: Mark J. Kohler
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The Ultimate Retirement Guide for 50+ (Revised & Updated for 2025)
- Winning Strategies to Make Your Money Last a Lifetime
- By: Suze Orman
- Narrated by: Deanna Anthony
- Length: 8 hrs and 51 mins
- Unabridged
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Retirement today is more complex than ever before. It is most definitely not your parents' retirement. You will have to make decisions that weren't even part of the picture a generation ago. Without a clear-cut path to manage the money you’ve saved, you may feel like you're all on your own. Except you're not—because Suze Orman has your back.
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Good but not great
- By Robert M. Pahule Jr. on 06-18-25
By: Suze Orman
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Be Smart Pay Zero Taxes
- Use the Buy, Borrow, Die Strategy to Get Rich and Stay Rich
- By: Mark J. Quann
- Narrated by: Michael Quinlan
- Length: 7 hrs and 10 mins
- Unabridged
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Discover the strategies the ultra-wealthy use to grow their fortunes and legally avoid taxes — made simple for EVERYONE — with the ultimate guide to reducing your tax bill to zero. Learn the secrets the rich use to get rich, and STAY RICH, including: Master the S.M.A.R.T. system: Strategies to Maximize Assets and Reduce Taxes; Build your “Perfect Portfolio”: It is LIFE-CHANGING!; Leverage “The Five Pillars” of investing — stocks, real estate, life insurance, cryptocurrency, and precious metals — a bulletproof, tax-free financial plan.
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Flawed narration
- By Ilya Kazakov on 04-29-25
By: Mark J. Quann
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The Ultimate Book of Fun Things to Do in Retirement: Volume 1
- By: S.C. Francis
- Narrated by: S.C. Francis
- Length: 10 hrs and 4 mins
- Unabridged
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Unleash your inner adventurer: how to plan the ultimate retirement that's anything but boring. Inside this jam-packed audiobook, you'll find hundreds of ideas to spark your imagination for planning an exciting, active, happy, healthy, and mentally sharp life after work.
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Laundry list without the laundry
- By sortydort on 10-19-24
By: S.C. Francis
Listener received this title free
Wealth Planning Simplified
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The breakdown of living trusts and estate strategies felt like personal advice from a seasoned expert.
I appreciated how it blended retirement tips with practical tax-saving moves I could apply right away.
The narrator’s delivery was clear and engaging, making even dry topics feel relevant.
I now feel more in control of my future and confident in my financial planning.
Empowered Financial Clarity
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Great for planning ahead
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Stopped the spinning about wills and trusts
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Understandable Preparation
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Optimized estate transitions
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I always thought estate planning was too complex for me, but this broke it down in a way that felt doable. I finally understand the difference between a will and a trust, and I’m already making a few changes. It’s packed with info, but it doesn’t feel overwhelming. Honestly, I feel more in control of my future now. If you’ve been putting this off because it sounds boring or hard, this makes it feel way more manageable.
Actually Made This Stuff Click
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A LOT of info jammed into an easy listen!
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This audiobook covers a lot of ground. Helpful tools & checklist, clear explanations to make obscure terms easy for everyday listeners like me. It's confidence-building and beginner-friendly.
I am impressed by how much it covers all in one book. Trusts, wills, estate planning. And even talks about complex challenges that you might encounter in unique situations.
Overall a great listen. Set it up soon! You will be glad you did.
Families planning ahead - this is a lifesaver.
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*Living Trusts + Wills, Retirement, Tax & Estate Planning* by Garrett Monroe helped me finally understand the big picture of planning for the future. I’ve always found estate planning overwhelming, but this book broke it down in a way that actually made sense.
What I really appreciated was how step-by-step it was. I learned how to start a living trust on my own, avoid probate, and make smart choices around retirement and taxes. It felt like having a financial advisor walk me through everything without the stress.
If you're like me and want to protect your family, your assets, and make your money last—this book is a great place to start. It gave me the clarity and motivation I needed to take action.
A Clear and Practical Guide
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