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Living Trusts

Living Trusts PDF Author: Doug H. Moy
Publisher: John Wiley & Sons
ISBN: 0471456209
Category : Business & Economics
Languages : en
Pages : 432

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Book Description
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!

Living Trusts

Living Trusts PDF Author: Doug H. Moy
Publisher: John Wiley & Sons
ISBN: 0471456209
Category : Business & Economics
Languages : en
Pages : 432

View

Book Description
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 Funding of Living Trusts

The Funding of Living Trusts PDF Author: Carla Neeley Freitag
Publisher: Amer Bar Assn
ISBN:
Category : Law
Languages : en
Pages : 207

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Book Description
The purpose of creating a living trust usually cannot be accomplished unless property is transferred into the trust. This book explains the steps of transferring the ownership of a variety of assets into trust.

The Real Truth about Living Trusts

The Real Truth about Living Trusts PDF Author: Dwight F. Bickel
Publisher: iUniverse
ISBN: 1583485538
Category : Business & Economics
Languages : en
Pages : 184

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Book Description
An expert in estate planning clears up common misconceptions about living trusts, in an easy-to-understand style. You will learn that all living trusts are not the same, and you will discover how to select the right kind of living trust for you and your family. You will understand the current estate tax laws, and how to use special tax planning trusts and a life insurance trust to save your family thousands of dollars in death taxes. The book alerts you to the severe and often surprising income tax burdens which your family may face when your IRA or Qualified Retirement Account is liquidated, and shows you how to minimize those problems. You’ll also learn about costly estate planning mistakes people commonly make, and how to avoid them!

Living Trusts, and Simple Ways to Avoid Probate

Living Trusts, and Simple Ways to Avoid Probate PDF Author: Karen Ann Rolcik
Publisher: Sphinx Publishing
ISBN: 9781570713361
Category : Law
Languages : en
Pages : 159

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Book Description
Self-help law kit with forms.

California Living Trusts and Wills

California Living Trusts and Wills PDF Author: Harold I. Boucher
Publisher:
ISBN: 9780963862617
Category : Law
Languages : en
Pages : 160

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Book Description
Its the only sure thing in life and Harold I. Boucher's comprehensive book helps Californians prepare for it. An essential tool, California Living Trusts and Wills covers everything readers need to know before they see an estate-planning lawyer, including how, why and when to use one, and how to choose the best one for their needs. The best and easiest way to prepare for the inevitable, this book helps readers feel secure that their final directives will be followed. Straightforward, concise and clearly written for everyday people and professionals alike, it offers the most priceless commodity of all: peace of mind. Vital information includes: -- Overview of living trusts and wills -- Fill-in-the-blanks California Statutory Will -- Durable powers of attorney -- California Medical Association's Durable Power of Attorney for Health Care Decisions -- Explanation of your right to make decisions about medical treatment -- California Natural Death Act Declarations -- Estate-planning questionnaire -- How to choose an estate-planning attorney

Make Your Own Living Trust and Avoid Probate

Make Your Own Living Trust and Avoid Probate PDF Author: Enodare
Publisher: Enodare Limited
ISBN: 1906144273
Category : Law
Languages : en
Pages : 336

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Book Description
A revocable living trust is a type of trust created for the purpose of holding ownership of an individual's assets during that person's lifetime, and for distributing those assets after their death. This particular type of trust can be an excellent tool for solving a number of issues confronting individuals and families today, including the avoidance of probate, the management of property during periods of incapacity, the protection of property for beneficiaries who can't handle an inheritance on their own, protecting assets from disgruntled heirs, the elimination or minimization of federal estate taxes, and the assurance that personal affairs will remain private. This self-help legal book provides you with step-by-step instructions, detailed information and all the legal forms necessary to enable you to establish your own revocable living trust.

Make Your Own Living Trust

Make Your Own Living Trust PDF Author: Denis Clifford
Publisher: Nolo
ISBN: 1413328407
Category : Business & Economics
Languages : en
Pages : 312

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Book Description
A do-it-yourself manual for making your own living trust, with checklists, step-by-step procedures, worksheets, and forms.

How to Avoid Probate by Creating a Living Trust

How to Avoid Probate by Creating a Living Trust PDF Author: Gordon Mead Bennett
Publisher: Barnes & Noble Publishing
ISBN: 9780760754726
Category : Law
Languages : en
Pages : 213

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Book Description
Learn how simple it is to create your own probate-avoiding, tax-saving living trust without the expense and double-talk of a lawyer. Find out: Why a living trust is better than a will, how to quickly and easily transfer assets into your trust, how married couples can double their estate tax exemption, the best way to name a gardian for your underage children, how to protect yourself and your assets in the case of physical or mental incapacity, how to assign financial and health care powers of attorney, and more.

The Living Trust Advisor

The Living Trust Advisor PDF Author: Jeffrey L. Condon
Publisher: John Wiley & Sons
ISBN: 1118045459
Category : Business & Economics
Languages : en
Pages : 258

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Book Description
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

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.