AARP The Living Trust Advisor PDF Download

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AARP The Living Trust Advisor

AARP The Living Trust Advisor PDF Author: Jeffrey L. Condon
Publisher: John Wiley & Sons
ISBN: 111823099X
Category : Business & Economics
Languages : en
Pages : 256

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Book Description
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.

AARP The Living Trust Advisor

AARP The Living Trust Advisor PDF Author: Jeffrey L. Condon
Publisher: John Wiley & Sons
ISBN: 111823099X
Category : Business & Economics
Languages : en
Pages : 256

View

Book Description
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.

Aarp the Living Trust Advisor

Aarp the Living Trust Advisor PDF Author: Condon
Publisher:
ISBN: 9781118230893
Category :
Languages : en
Pages :

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Book Description


AARP JK Lasser's New Rules for Estate and Tax Planning

AARP JK Lasser's New Rules for Estate and Tax Planning PDF Author: Stewart H. Welch, III
Publisher: John Wiley & Sons
ISBN: 1118278410
Category : Business & Economics
Languages : en
Pages : 267

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Book Description
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.

Death Planning Made Difficult

Death Planning Made Difficult PDF Author: United States. Congress. Senate. Special Committee on Aging
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 224

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Book Description


Consumer Fraud and the Elderly

Consumer Fraud and the Elderly PDF Author: United States. Congress. Senate. Special Committee on Aging
Publisher:
ISBN:
Category : Consumer protection
Languages : en
Pages : 192

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Book Description


Assisted Living at the Dawn of America's "age Wave"

Assisted Living at the Dawn of America's Author: United States. Congress. Senate. Special Committee on Aging
Publisher:
ISBN:
Category : Baby boom generation
Languages : en
Pages : 242

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Book Description


Your Estate Matters

Your Estate Matters PDF Author: Patti S. Spencer, Esq.
Publisher: Author House
ISBN: 1496935292
Category : Law
Languages : en
Pages : 574

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Book Description
"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.

Living Trust, Living Hell

Living Trust, Living Hell PDF Author: John Parker Huggard
Publisher: Kendall Hunt Publishing Company
ISBN:
Category : Law
Languages : en
Pages : 181

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Book Description


The Living Trust

The Living Trust PDF Author: Henry W. Abts
Publisher: McGraw Hill Professional
ISBN: 9780071423373
Category : Business & Economics
Languages : en
Pages : 400

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Book Description
If you are concerned about estate planning you may be surprised that, even with a will, the probate system can eat up as much as 10 percent of an inheritance and delay the process two years. In The Living Trust, noted living trust authority Henry Abts presents a simple, inexpensive legal alternative that eliminates the costs and delays of probate and ensures that your loved ones will receive their inheritance promptly and exactly as you intended. This new edition has been completely updated to reflect the federal tax codes and up-to-the-minute developments in the legal system.

Crash Course in Library Services for Seniors

Crash Course in Library Services for Seniors PDF Author: Ann Roberts
Publisher: ABC-CLIO
ISBN: 161069080X
Category : Language Arts & Disciplines
Languages : en
Pages : 154

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Book Description
A comprehensive guide to creating dynamic, successful, and innovative library programs that cater to the specialized needs of older adults—an important and growing user group.