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)

By: Garrett Monroe

Narrated by: 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

I found this book the most informative guide

I found this book to be hands down one of the most practical financial guides I’ve read. Garrett Monroe breaks down complex topics like probate, trusts, and tax strategies into clear, step-by-step instructions that anyone can follow. I especially appreciated the real-life examples that showed how small mistakes can cost families thousands—and how easy it is to avoid them with the right planning.
What makes this book stand out is the 6-in-1 approach. It doesn’t just cover estate planning but ties it all together with retirement strategies, tax savings, and wealth protection tools. The bonus checklists and templates were a huge help, giving me actionable steps I could use right away. This is the kind of book that pays for itself many times over by protecting both your money and your peace of mind.

Very InFORMative!

I liked this book very much! Has a wealth of knowledge. The forms included will safe uou lots of headaches.

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.

Wealth Wisdom Made Simple

This book breaks down what can feel like an intimidating topic—trusts, wills, taxes, and estate planning—into clear, actionable steps. I liked how it combined both practical strategies (like avoiding probate and saving on taxes) with bigger-picture wealth management tips. It’s thorough without being overwhelming, and I came away with a much better understanding of how to protect and grow my money. A solid guide for anyone serious about planning ahead.

Money lessons I wish I had sooner

Listening to this audiobook was such a game-changer for me. I’ve always felt like personal finance was overwhelming, but the way everything is explained here made it feel practical and doable. I especially appreciated the parts on budgeting and saving because I could start applying those tips right away to my own life. The sections on credit and investing gave me insights I didn’t learn in school, and I feel way more prepared for the future. It honestly gave me the confidence to take control of my money instead of avoiding it. A must-listen for teens and young adults!