The Living Trust Advisor

Author : Jeffrey L. Condon
Publisher : John Wiley & Sons
Page : 481 pages
File Size : 40,8 Mb
Release : 2016-03-25
Category : Business & Economics
ISBN : 9781119093312

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The Living Trust Advisor by Jeffrey L. Condon Pdf

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.

Author : Jeffrey L. Condon
Publisher : John Wiley & Sons
Page : 299 pages
File Size : 47,7 Mb
Release : 2011-01-06
Category : Business & Economics
ISBN : 9781118045459

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The Living Trust Advisor by Jeffrey L. Condon Pdf

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

Author : Jeffrey L. Condon
Publisher : John Wiley & Sons
Page : 266 pages
File Size : 48,9 Mb
Release : 2011-12-20
Category : Business & Economics
ISBN : 9781118230992

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AARP The Living Trust Advisor by Jeffrey L. Condon Pdf

AARP Digital Editions offer you practical tips, proven solutions, and expert guidance. Many of us spend a lifetime building wealth and accumulating assets, but fail to properly plan how all of this will be passed on once we are gone. And while dealing with complex financial issues such as inheritance and estate taxes forces us to face our own mortality, making these difficult decisions is something we all need to do. Living trust attorney and bestselling author Jeffrey Condon is extremely familiar with these types of situations and understands the importance of a living trust in an increasingly uncertain world. Now, with The Living Trust Advisor, he skillfully discusses the various aspects of this document and details how it can provide a seamless transfer of assets to your spouse, children, and other beneficiaries after you are gone. Written in a straightforward and accessible style—and peppered with Condon's trademark humor—The Living Trust Advisor puts the living trust in perspective and walks you through the four life phases associated with it. Page by page, this practical guide will help you: Address the numerous issues that should be considered before first meeting with a living trust lawyer and other key players in this arena Establish and manage your living trust over the course of your life as well as prepare it to carry out your financial wishes once you and your spouse have passed on Identify potential inheritance problems now, so you can build solutions into your living trust before it's too late Distribute living trust assets to future generations and protect those assets once the transfer is complete And much more Throughout the book, Condon provides you with real-world examples that illustrate key points or clarify particular concepts. While many of these examples are drawn from Condon's professional relationship with clients, some anecdotes are associated with his personal experiences in this field. If you've picked up this book, then you're probably thinking about putting together a living trust. Or, perhaps you already have a living trust and you're looking to revisit it. Whatever your reasons, this reliable resource contains the straightforward advice and practical insights you need to create and maintain a living trust that will ensure your final financial wishes are carried out in full.

Author : Condon
Publisher : Unknown
Page : 128 pages
File Size : 42,5 Mb
Release : 2011-10-04
Category : Electronic
ISBN : 1118230892

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Aarp the Living Trust Advisor by Condon Pdf

Author : Robert A. Esperti,Renno L. Peterson
Publisher : Penguin Books
Page : 356 pages
File Size : 42,5 Mb
Release : 2001
Category : Business & Economics
ISBN : STANFORD:36105062235861

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The Living Trust Workbook by Robert A. Esperti,Renno L. Peterson Pdf

How you and your legal advisors can design, fund, and maintain your living trust plan and secure your family's future.

Author : Daniel E. McKenzie Esq
Publisher : Lulu.com
Page : 90 pages
File Size : 47,5 Mb
Release : 2019-07-03
Category : Law
ISBN : 9781684705856

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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 by Daniel E. McKenzie Esq Pdf

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.

Author : Liza Hanks,Carol Elias Zolla
Publisher : Nolo
Page : 417 pages
File Size : 48,5 Mb
Release : 2021-03-30
Category : Law
ISBN : 9781413328370

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The Trustee's Legal Companion by Liza Hanks,Carol Elias Zolla Pdf

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.

Author : Henry W. Abts
Publisher : McGraw-Hill/Contemporary
Page : 388 pages
File Size : 46,7 Mb
Release : 1997
Category : Business & Economics
ISBN : 0809230313

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The Living Trust by Henry W. Abts Pdf

The failproof way to pass along your estate to your heirs without lawyers, courts, or the probate system.

Author : Vickie Schumacher,Jim Schumacher
Publisher : Schumacher Publishing
Page : 230 pages
File Size : 48,7 Mb
Release : 1990
Category : Law
ISBN : PSU:000017742337

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Understanding Living Trusts by Vickie Schumacher,Jim Schumacher Pdf

Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.

Author : Doug H. Moy
Publisher : John Wiley & Sons
Page : 434 pages
File Size : 49,5 Mb
Release : 2004-04-28
Category : Business & Economics
ISBN : 9780471456209

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Living Trusts by Doug H. Moy Pdf

Everything estate owners need to establish a successful living trust When properly designed, a revocable living trust can provide all of the estate tax-saving benefits available under a decedent’s Last Will, eliminate a lifetime court-supervised financial guardianship of a person’s financial affairs in the event of physical or mental incapacity, and, upon the trustor’s death, facilitate estate administration without the necessity of a court-supervised process, or probate. Shockingly often, 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, and manage a living trust that will protect the trustor’s financial affairs in both life and death. Order your copy today!

Author : Douglas D. Wilson
Publisher : Simon and Schuster
Page : 377 pages
File Size : 51,8 Mb
Release : 2013-12-11
Category : Law
ISBN : 9781440571329

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The Everything Executor and Trustee Book by Douglas D. Wilson Pdf

Essential information for executors or trustees for wills and trusts! Being appointed the task of carrying out the terms of a will or trust is daunting, especially if it's your first time. The good news is you won't have to figure it out alone. Certified Trust and Financial Advisor Douglas D. Wilson takes the worry out of the process and provides information on important responsibilities that must be performed after a loved one dies. This all-in-one guide includes information on: Filing a will in court Hiring a lawyer or doing it yourself Notifying beneficiaries Finding and managing the deceased's assets Paying outstanding debts or taxes You'll even find sample tax forms and step-by-step walk-throughs of what you'll need to know when overseeing asset distribution, terminating existing accounts, opening an estate bank account, and closing the estate. No matter your experience level, The Everything Executor and Trustee Book will be there to help you every step of the way!

Author : Kris Miller
Publisher : Morgan James Publishing
Page : 192 pages
File Size : 42,8 Mb
Release : 2012-06-01
Category : Business & Economics
ISBN : 9781614481263

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Ready for Pretirement by Kris Miller Pdf

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.

Author : Doug H. Moy
Publisher : Wiley
Page : 407 pages
File Size : 54,6 Mb
Release : 1997-01
Category : Law
ISBN : 0471163996

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Living Trusts by Doug H. Moy Pdf

Explains how a living trust works, discusses what is involved in planning and implementing a living trust, and includes sample forms

Author : R.D. Kristine S.
Publisher : BalboaPress
Page : 100 pages
File Size : 50,6 Mb
Release : 2012-04-28
Category : Law
ISBN : 9781452555218

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Guide for the Successful Trustee by R.D. Kristine S. Pdf

WHO SHOULD OWN THE GUIDE? IF you are named on your own, parents, relatives, friends or neighbors estate plan as a trustee, you will need to know your responsibilities and have the system to successfully address the trust placed in you. IF you are establishing an estate plan with an independent third party, bank or corporate trustee, you will want to use the guides, Notify-Respond-Verify system. Make sure they get it correct. IF you are a parent or grandparent, what gift could be more important or useful than a well drafted estate plan and a system to make it work? Give your heirs the tools they can use to make the plan a success. WHO SHOULD GIVE THE GUIDE? IF you are an estate planning attorney you realize your clients need a system for transferring and tracking their assets. This is it. The Guide for the Successful Trustee. IF you are an accountant do your clients have their assets properly titled? Use the Guide to get the proper registration and use the system to keep it that way. Thousands of dollars in unnecessary taxes and fees are generated by incorrect registrations. IF you are a financial advisor, have your peers and predecessors titled all of their clients past investments properly? What is your liability to clients on past transactions and current estate plans? Meet with the client and family go over the three phases of estate planning. Illustrate the phases and the differences between the three. The Guide for the Successful Trustee has the system to make it simple and successful.

Author : Gerald Shaw
Publisher : Atlantic Publishing Company
Page : 290 pages
File Size : 52,6 Mb
Release : 2010-11-15
Category : Business & Economics
ISBN : 9781601382016

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The Complete Guide to Trust and Estate Management by Gerald Shaw Pdf

One of the most critical decisions a person must make when crafting a will or establishing a trust is whom to name as executor or trustee. Being chosen for these important jobs is an honor, and you must know how to perform the tasks correctly. With the help of this new book, The Complete Guide to Trust and Estate Management, you will understand the complex process of carrying out a person s final wishes. This book will provide insight whether you are a lawyer, accountant, financial consultant, spouse, adult child, relative, or friend; the simple, easy to understand language makes this book accessible to everyone. You will become familiar with many estate and trust management terms, such as beneficiary, probate, remaindermen, trust agreement, trust property, trustor, and trustee. In addition, you will learn the many duties and responsibilities of an executor, including the disbursement of property to the beneficiaries, collecting and arranging for the payment of debts, approving and disproving creditors claims, calculating taxes, filing forms, assisting the estate attorney, acting as the representative of the estate, inventorying and appraising the assets, and acting in the best interests of the deceased. After reading this book, you will know how to initiate probate; how to preserve the value of the estate; how to notify beneficiaries; how to send notices to the post office, banks, utilities, and credit card companies; how to file for Social Security, civil service, and veteran benefits; how to file tax returns; and how to file state death and federal estate tax returns. As executor, you will be responsible for settling the deceased person s estate and as trustee, you will be responsible for holding and administering the trust assets in the best interests of the trust s beneficiaries. Using this book as a guide, you can be assured that you will be prepared to properly perform the necessary duties entrusted to you. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company president's garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.