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)

De: Garrett Monroe

Narrado por: N.W. Edwards

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

©2025 Garrett Monroe (P)2025 Garrett Monroe

Actually Made This Stuff Click

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.

A LOT of info jammed into an easy listen!

Let me just say, this book is perfect for anyone who is just starting to get their financial life in order and for anyone who wants to ensure their family doesn't have to deal with a mess after they're gone. I picked it up because I’ve been trying to figure out the whole estate planning thing (wills, trusts, taxes… all of it), and I was honestly overwhelmed. This book broke it all down in a way that finally made sense. The examples are practical and relatable. It made me realize how much I didn’t know—and how much I could do to protect my assets with just a little planning. If you're serious about building a solid financial future and making sure your loved ones are taken care of, check this one out. Honestly, I’m planning to gift it to a few family members. It’s that good.

Secure Your Financial Future with Confidence!

This 6-in-1 guide has been invaluable in helping me navigate the complexities of estate planning. It covers everything from creating a living trust to managing retirement funds efficiently. I found the sections on avoiding probate and saving on taxes particularly useful. The advice is practical and easy to understand, even for someone new to wealth management. If you're looking to protect your assets and ensure your financial future, this book is needs to be in your library.

Facing the future with ease

Estate planning always felt like something for “later”—until I realized how unprepared I was. This audiobook felt like sitting with someone who gets it, guiding me without pressure. I listened while folding laundry, and for the first time, I didn’t feel overwhelmed. It gave me confidence and peace. Now, I’m not just planning—I’m building something that lasts. It’s not about fear anymore; it’s about love, intention, and showing up for my family in a way that truly matters.

Comprehensive and Easy to Understand

Garrett Monroe has the ability to take difficult subjects such as trusts, wills, taxes and estate planning, and turn them into clear, easy steps. The information is practical, well organized and empowering for the listener who wants to plan for the financial security of themselves and their family. N.W. Edwards reads in a smooth, professional tone, which makes this complicated material easy to absorb. Highly recommended for anyone who is serious about wealth preservation and planning for the future.