Aarp The Living Trust Advisor
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The Living Trust Advisor
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Author : Jeffrey L. Condon
language : en
Publisher: John Wiley & Sons
Release Date : 2016-03-25
The Living Trust Advisor written by Jeffrey L. Condon and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-03-25 with Business & Economics categories.
A comprehensive guide to living trusts, with expert financial and legal guidance The Living Trust Advisor is an expert guide for both advisors and their clients on the complex process of establishing, living with, and maintaining a living trust. Written by renowned family inheritance attorney Jeffrey L. Condon, this book discusses the various aspects of this important document, and shows you how to manage a seamless transfer of assets to various beneficiaries. This new second edition has been fully updated and revised to reflect the extensive changes to the Estate Tax Law that have taken place since the initial publication, giving you the most up-to-date information and guidance on preserving your wealth and helping your heirs avoid estate tax liability. You'll develop a vision for your trust before you ever meet with an attorney or other key players, and learn how to establish and maintain a trust that remains rock-solid for your lifetime and beyond. As the living trust has replaced the will as the primary means of settling after-death estates, clear guidance and current legal information is of utmost importance for advisors and clients alike. This book is a valuable resource for every stage of planning and execution, helping you ensure that you provide for your beneficiaries the way you intend. Know what to think about before your first meeting with a lawyer Establish and manage your living trust to carry out your wishes Identify potential inheritance problems and build solutions into the trust Distribute assets to future generations, and protect them after the transfer Dealing with complex financial and legal issues while facing our own mortality is a difficult task, but making these decisions is critical to the future outcome of your estate. The Living Trust Advisor expertly guides you through the process so you can be confident that your wishes will be carried out.
Aarp The Living Trust Advisor
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Author : Condon
language : en
Publisher:
Release Date : 2011-10-04
Aarp The Living Trust Advisor written by Condon and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-10-04 with categories.
Aarp The Living Trust Advisor
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Author : Jeffrey L. Condon
language : en
Publisher: John Wiley & Sons
Release Date : 2011-12-20
Aarp The Living Trust Advisor written by Jeffrey L. Condon and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-12-20 with Business & Economics categories.
AARP Digital Editions offer you practical tips, provensolutions, and expert guidance. Many of us spend a lifetime building wealth and accumulatingassets, but fail to properly plan how all of this will be passed ononce we are gone. And while dealing with complex financial issuessuch as inheritance and estate taxes forces us to face our ownmortality, making these difficult decisions is something we allneed to do. Living trust attorney and bestselling author Jeffrey Condon isextremely familiar with these types of situations and understandsthe importance of a living trust in an increasingly uncertainworld. Now, with The Living Trust Advisor, he skillfully discussesthe various aspects of this document and details how it can providea seamless transfer of assets to your spouse, children, and otherbeneficiaries after you are gone. Written in a straightforward and accessible style—andpeppered with Condon's trademark humor—The Living TrustAdvisor puts the living trust in perspective and walks you throughthe four life phases associated with it. Page by page, thispractical guide will help you: Address the numerous issues that should be considered beforefirst meeting with a living trust lawyer and other key players inthis arena Establish and manage your living trust over the course of yourlife as well as prepare it to carry out your financial wishes onceyou and your spouse have passed on Identify potential inheritance problems now, so you can buildsolutions into your living trust before it's too late Distribute living trust assets to future generations andprotect those assets once the transfer is complete And much more Throughout the book, Condon provides you with real-worldexamples that illustrate key points or clarify particular concepts.While many of these examples are drawn from Condon's professionalrelationship with clients, some anecdotes are associated with hispersonal experiences in this field. If you've picked up this book, then you're probably thinkingabout putting together a living trust. Or, perhaps you already havea living trust and you're looking to revisit it. Whatever yourreasons, this reliable resource contains the straightforward adviceand practical insights you need to create and maintain a livingtrust that will ensure your final financial wishes are carried outin full.
The Living Trust Advisor
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Author : Jeffrey L. Condon
language : en
Publisher: John Wiley & Sons
Release Date : 2011-01-06
The Living Trust Advisor written by Jeffrey L. Condon and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-01-06 with Business & Economics categories.
Praise for The Living Trust Advisor "The Living Trust Advisor is a necessary survival guide in the inheritance arena for every American in these turbulent economic times." --Congressman Thaddeus McCotter "Living trusts can be the most important part of an estate plan-saving time and money by reducing or eliminating estate taxes and by avoiding probate. For all those who have or are considering a living trust, The Living Trust Advisor is an invaluable source and an essential tool for any estate plan. Your beneficiaries will thank you." --Angelique M. Neal, former attorney with the IRS, Office of Chief Counsel, Los Angeles "In The Living Trust Advisor Jeffrey Condon not only shows how to make the baffling world of trusts work for the average person, but gives invaluable advice on navigating the complex web of family emotions that inevitably come to the surface in estate planning. His expert advice and guidance should be on the bookshelf of anyone who needs more than just a basic will." --Brian J. O'Connor, Personal Finance Editor, The Detroit News "Jeffrey Condon bonds with the reader on a level that encourages our complete trust in his trust instructions. In this book, he wisely walks readers through all of the pitfalls, tax implications, changes that may occur, and subsequent legal implications. The Living Trust Advisor is a fine and entertaining read as well as an indispensable resource for everyone in need of advice and compassion in making a will or a trust." --Grady Harp, Reviewer for Amazon, Barnes and Noble, Powells, Reuters, USA Today, and Blogging Authors, Author of War Songs, and contributor of essays to museum catalogues
Aarp Crash Course In Estate Planning
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Author : Michael T. Palermo
language : en
Publisher: Sterling Publishing Company, Inc.
Release Date : 2004-12-11
Aarp Crash Course In Estate Planning written by Michael T. Palermo and has been published by Sterling Publishing Company, Inc. this book supported file pdf, txt, epub, kindle and other format this book has been release on 2004-12-11 with Law categories.
The Essential Guide to Wills, Trusts, and you personal legacy. What you need to know before consulting you attorney.
Aarp Jk Lasser S New Rules For Estate And Tax Planning
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Author : Stewart H. Welch, III
language : en
Publisher: John Wiley & Sons
Release Date : 2012-04-17
Aarp Jk Lasser S New Rules For Estate And Tax Planning written by Stewart H. Welch, III and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-04-17 with Business & Economics categories.
AARP Digital Editions offer you practical tips, proven solutions, and expert guidance. A complete guide to planning an estate under today's tax rules When it comes to an estate (no matter how big or small it may be) nothing should be left to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialists Harold Apolinsky and Craig Stephens and expert financial planner Stewart Welch III know this better than anyone else, and in the revised and updated edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers a wealth of important issues. Reveals how new legislation will impact inheritances and trusts and offers guidance for estate and generation-skipping tax planning Explains the role of wills, executors, and trusts and shows how to treat charitable contributions Outlines the do's and don'ts of gifting and explains life insurance and retirement planning Filled with in-depth insights and expert advice, this book will show how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.
Consumer Fraud And The Elderly
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Author : United States. Congress. Senate. Special Committee on Aging
language : en
Publisher:
Release Date : 1993
Consumer Fraud And The Elderly written by United States. Congress. Senate. Special Committee on Aging and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1993 with Law categories.
Death Planning Made Difficult
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Author : United States. Congress. Senate. Special Committee on Aging
language : en
Publisher:
Release Date : 2000
Death Planning Made Difficult written by United States. Congress. Senate. Special Committee on Aging and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2000 with Law categories.
Your Estate Matters
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Author : Patti S. Spencer, Esq.
language : en
Publisher: Author House
Release Date : 2015-01-13
Your Estate Matters written by Patti S. Spencer, Esq. and has been published by Author House this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-01-13 with Estate planning categories.
"Patti Spencer has learned everything there is to know on this subject and has written down a good bit of it in this book. This is a tremendous help to individuals as they try to sort out their estate and tax planning needs." - Matthew J. Creme, Jr. Partner at Nikolaus & Hohenadel LLP, Former President of the PA Bar Association "When it comes to estate planning and tax law, there's simply no one better than Patti Spencer. She demystifies estate planning in a way that is accessible for all. Known for her no nonsense style and humor, this book is a must-have for anyone making their estate plans or just trying to understand the process." - Samuel Bressi, President & CEO of Lancaster County Community Foundation "I have read Patti Spencer's newspaper column on a weekly basis for several years now, and never tire of learning more about estate planning and tax law. Patti manages to take complicated issues and reduce them to their simplest form." - David Griffith, Former Business Editor at Intelligencer Journal We don't intend to neglect our estate and financial plans, but it is so easy to be overwhelmed with conflicting financial advice. Your Estate Matters will bring clarity to those pesky, rapidly changing tax laws and will provide you with the accurate information you need to properly manage your estate. Your Estate Matters offers a practical down-to-earth approach that explains the ins and outs of estate planning, tax savings, and other issues that directly affect your family's pocketbook: income tax, living wills, trusts, prenuptial agreements, college savings, and retirement planning. If you want to stay ahead of the curve, are ready to plan your own estate, have aging parents, or have recently retired, this is the book you need to read.
Assisted Living At The Dawn Of America S Age Wave
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Author : United States. Congress. Senate. Special Committee on Aging
language : en
Publisher:
Release Date : 2011
Assisted Living At The Dawn Of America S Age Wave written by United States. Congress. Senate. Special Committee on Aging and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011 with Baby boom generation categories.