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

Wealth Planning Simplified

I listened to this during my commute and it completely demystified estate planning for me. The explanations were so clear that I finally understood the difference between wills and trusts. It gave me practical steps I could immediately apply to protect my assets. I especially appreciated the real-world examples—it felt like advice from a savvy friend. This made me feel more confident about my financial future.

Empowered Financial Clarity

Listening to this was a game-changer—finally, complex financial and legal concepts made sense.
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.

Great for planning ahead

Thinking about money and legal stuff used to stress me out. But this made it less scary. This book walked me through everything in simple steps. It also made me look at my retirement plans in a new way. The part about avoiding fights between family really stuck with me. I’ve seen that happen and don’t want that for my kids. I’m not rich or anything, but I feel better knowing my family won’t have to figure this stuff out alone.

Stopped the spinning about wills and trusts

With my dad just retiring and my mom not far behind, the whole 'estate planning' conversation has been front and center at family dinners lately. Frankly, it all sounded like a foreign language, and the thought of figuring it out for my own family—with a four-year-old and another on the way—was enough to make my head spin. Garrett Monroe's guide felt like sitting down with a patient advisor who finally translated everything into plain English. The sections on setting up a living trust to keep things out of court and the fill-in-the-blank forms in the bonus bundle were exactly the practical, actionable steps I needed to stop worrying and actually do something. N.W. Edwards's narration is top-notch; he has a steady, confident voice that makes even complex tax strategies feel manageable. I’d recommend this for any young family who thinks they're 'too young' to worry about this stuff—trust me, you're not, and this book makes getting started a whole lot less intimidating.

Understandable Preparation

This book provided very valuable information as my husband and I prepare for our future and our elderly parents future. I appreciated the reminder to update documents we already have. Hopefully we can still work with our parents to help them be prepared and make their wishes known. The added bonuses were great. The website provided forms I hadn’t considered yet.

Optimized estate transitions

A huge takeaway I got from this title was that gifting property within your means before your passing is a great way to avoid probate and it can bring down the size of your estate for strategic and practical purposes. I also liked how the author offered clever ways of avoiding drawn out processes that can be exhausting. Moving assets smoothly to pass them on and the strategic lowering of one’s estate were covered in fantastic detail. I also liked the pointers that helped with beneficiary designations and ways to make sure asset transaction are handled as optimized and efficiently as possible.

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.

Families planning ahead - this is a lifesaver.

You don't want to be caught saying, "I wish we would have thought of this sooner" later on in life. You want to learn things now so you can have the later times (and wealth) protected. For you and your family.

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.

Very Resourceful

I listened to the audiobook because I wanted to understand how to protect my money and plan for the future. At first, I thought it would be too hard to follow, but it was actually easy to understand. The book talked about how to make a living trust and why it’s better than just having a will. It explained how to avoid probate, which can save your family time and stress. If you want to learn how to protect your family and money, this audiobook is really helpful—even for beginners like me.