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.
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 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.
The Living Trust Workbook
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Author : Robert A. Esperti
language : en
Publisher: Penguin Books
Release Date : 2001
The Living Trust Workbook written by Robert A. Esperti and has been published by Penguin Books this book supported file pdf, txt, epub, kindle and other format this book has been release on 2001 with Business & Economics categories.
How you and your legal advisors can design, fund, and maintain your living trust plan and secure your family's future.
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 Financial Advisor S Estate Planning Desk Reference How To Deepen Your Relationships With Your Clients Provide Even Better Service To Them And Increase Their Whole Family S Loyalty Towards You
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Author : Daniel E. McKenzie Esq
language : en
Publisher: Lulu.com
Release Date : 2019-07-03
The Financial Advisor S Estate Planning Desk Reference How To Deepen Your Relationships With Your Clients Provide Even Better Service To Them And Increase Their Whole Family S Loyalty Towards You written by Daniel E. McKenzie Esq and has been published by Lulu.com this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-07-03 with Law categories.
Despite what your compliance department may tell you about being forbidden from giving your clients legal advice, the service you provide to them requires you to advise your clients on critical estate planning decisions all the time. Because your financial advice will significantly impact the eventual administration and distribution of your clients? estates, it is crucial that you understand how that advice works together and fits in with their wills, trusts, and powers of attorney. This book will help you separate yourself from your competitors by giving you a sophisticated understanding of this important part of helping your clients grow and protect their wealth.
Living Trusts
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Author : Doug H. Moy
language : en
Publisher: John Wiley & Sons
Release Date : 2004-04-28
Living Trusts written by Doug H. Moy 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 2004-04-28 with Business & Economics categories.
Everything estate owners need to establish a successful livingtrust When properly designed, a revocable living trust can provide allof the estate tax-saving benefits available under adecedent’s Last Will, eliminate a lifetime court-supervisedfinancial guardianship of a person’s financial affairs in theevent of physical or mental incapacity, and, upon thetrustor’s death, facilitate estate administration without thenecessity of a court-supervised process, or probate. Shockinglyoften, however, trusts are poorly designed and underfunded,nullifying all of their considerable advantages. Living Trusts,Third Edition shows the estate owner how to set up, fund, andmanage a living trust that will protect the trustor’sfinancial affairs in both life and death. Order your copy today!
The Trustee S Legal Companion
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Author : Liza Hanks
language : en
Publisher: Nolo
Release Date : 2021-03-30
The Trustee S Legal Companion written by Liza Hanks and has been published by Nolo this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-03-30 with Law categories.
You're the trustee. Now what? Living trusts are popular estate planning tools, but when you’re chosen to serve as a trustee, you might wonder where to begin. The Trustee’s Legal Companion has everything you need to get organized, get started, and get the job done. You’ll learn how to: decide whether to take on the job of trustee set up ongoing trusts for surviving spouses, children, or beneficiaries with special needs invest trust assets get help from lawyers, financial planners, and other experts handle taxes and prepare accountings, and work effectively with beneficiaries, and distribute trust property. The authors—attorneys who have helped many a bewildered trustee—show you, step by step, how to administer a living trust with confidence.
Ready For Pretirement
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Author : Kris Miller
language : en
Publisher: Morgan James Publishing
Release Date : 2012-06-01
Ready For Pretirement written by Kris Miller and has been published by Morgan James Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-06-01 with Business & Economics categories.
A little planning goes a long way—prepare for a more secure financial future with this practical, proactive guide that “will help you sleep at night” (Sam Horn, author of Pop!). Retirement planning can be scary, confusing, and overwhelming—especially if you wait until you’re faced with a family medical emergency. It is during these unexpected situations that people often make foolish decisions because of the stress and pressure to make a quick choice. Stop procrastinating and get started now with the tools included in this guide. Older people can face pressing financial planning issues related to age and health—that’s why retirement planning isn’t just for seniors. Author Kris Miller taps into her vast estate planning experience and explains why you should get started now—even if you’re only in your twenties or thirties. Learn how to create a Living Will and a Living Trust; make sure your family is cared for; build wealth; protect your assets from sky-high medical expenses; and retire happy. Ready For Pretirement provides an easy-to-understand overview of the financial decisions that need to be made. From writing a will to creating a trust, from the proper way to hold property to selecting low-risk investments, this book provides necessary guidance—so when you’re ready to plunge into your golden years, you can do it with peace of mind.
The Living Trust Revolution
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Author : Robert A. Esperti
language : en
Publisher: Viking Adult
Release Date : 1992
The Living Trust Revolution written by Robert A. Esperti and has been published by Viking Adult this book supported file pdf, txt, epub, kindle and other format this book has been release on 1992 with Business & Economics categories.
"Robert A. Esperti and Renno L. Peterson taught Americans how to properly plan for themselves, their spouses, their children, their grandchildren, and charities in their landmark book, Loving Trust. In this new book, The Living Trust Revolution, they offer a point-by-point comparison of wills and living trusts that debunks the commonly held beliefs that wills better serve average Americans and that they can reasonably accommodate their estate planning needs. There are shocking deficiencies in the American legal system's approach to estate planning; The Living Trust Revolution exposes them and tells readers what they can do now to avoid problems - and probate - later on." "The Living Trust Revolution is written in clear, straightforward language and specifically addresses the anxieties most of us have about protecting ourselves, our assets, and our loved ones from unreasonable fees, red tape, and putting ourselves under the control of nonfamily members." "Authoritative and deeply reassuring, The Living Trust Revolution empowers readers to care for their loved ones now - and keep on caring for them in the future - with new confidence."--BOOK JACKET.Title Summary field provided by Blackwell North America, Inc. All Rights Reserved