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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 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.

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: Wiley
ISBN:
Category : Law
Languages : en
Pages : 407

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

Living Trusts for Everyone

Living Trusts for Everyone PDF Author: Ronald Farrington Sharp
Publisher: Simon and Schuster
ISBN: 1621535703
Category : Law
Languages : en
Pages : 145

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Book Description
This guide explains the benefits of a living trust in simple, specific terms and shows how to set up a loved one’s trust with no lawyers and no expense. Wills benefit lawyers. Trusts benefit the clients. Too often lawyers sell wills to clients only to sit back and wait to sell their probate services to their clients’ heirs. Ronald Farrington Sharp describes the best way to handle modern estate planning and details the many advantages trusts have over wills in not only eliminating probate but in also protecting your assets for your heirs. Sharp explains why legal services are not needed to do the clerical work in settling a trust after death. This updated edition includes new information on an array of subjects, including: Elimination of the federal estate tax for most estates due to increased exemption amounts Online assets The use of passwords, usernames, and websites Keeping trustees honest and the process of removing trustees for malfeasance Forms for simplifying the planning process Strategies to lower attorneys’ fees With no legal jargon, just step-by-step instructions and sample form letters, Living Trusts for Everyone takes the mystery out of the process of setting up a trust. “Sharp makes a reasoned and strong case for the use of trusts as a complete alternative for wills. For roughly the cost of a lunch, Living Trusts for Everyone can . . . equip the average American with enough thoughtful questions to ensure that his or her lawyer is doing all that s/he can to protect that person’s assets. For that alone, it belongs on your reading list.” —New York Journal of Books “If you want to know a good deal about estate planning and trusts but don’t want a four-hundred-page boring book to read, I highly, highly recommend getting this one. It’s short, to-the-point, and very informative.” —FreeMoneyFinance.com “Ronald Sharp explains trusts in clear and easy-to-understand language, including one truth most lawyers don’t want to admit: a trust is often better than a will and less costly!” —Lonnie Mclane, Estate & Tax Consultants, LLC

The Living Trust Advisor

The Living Trust Advisor PDF Author: Jeffrey L. Condon
Publisher: John Wiley & Sons
ISBN: 1119093317
Category : Business & Economics
Languages : en
Pages : 481

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Book Description
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 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!

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.

Estate & Retirement Planning Answer Book 2009

Estate & Retirement Planning Answer Book 2009 PDF Author: William D. Mitchell
Publisher: CCH
ISBN: 9780808091752
Category : Business & Economics
Languages : en
Pages : 1240

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Book Description
Estate and Retirement Planning Answer Book (2009 Edition) provides expanded coverage of financial and estate planning strategies for implementing individualized solutions for the special problems associated with retaining accumulated wealth for retirement and estate planning purposes. With its comprehensive two-part approach to the complex issues that link retirement planning and estate planning, Estate and Retirement Planning Answer Book (2009 Edition), includes coverage of such topics as the final minimum distribution rules for individual retirement accounts and qualified plan distributions, the use of insurance as a qualified plan asset, and changes in the law to reflect the latest legislation.

Estate Planning Strategies

Estate Planning Strategies PDF Author: Jay A. Soled
Publisher: American Bar Association
ISBN: 9781590310946
Category : Business & Economics
Languages : en
Pages : 348

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Book Description
This comprehensive book is a guide to help circumnavigate the estate-planning world and specific changes EGTRRA has brought and will sensitize lawyers to the estate planning needs of their clients in a legal environment that is in transition. To assist in the navigation process, many of the nation's top estate-planning experts and practitioners have been assembled to participate in the production of this book

Personal Financial Planning

Personal Financial Planning PDF Author: Randy Billingsley
Publisher: Cengage Learning
ISBN: 0357438639
Category : Business & Economics
Languages : en
Pages : 688

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Book Description
Knowing how to handle money effectively is more important today than ever. Billingsley/Gitman/Joehnk’s market-leading PERSONAL FINANCIAL PLANNING, 15E provides the tools, techniques and understanding you need to define and achieve your financial goals. Numerous examples and practical illustrations complement a common-sense approach. Interesting features and insightful financial planning tips work with current updates to keep content both timely and relevant. New content guides you in using today’s financial tools and technology as you learn how to improve your spending habits, ask a financial adviser the right questions, budget effectively and choose the right bank for your individual needs. You also learn how to evaluate if it's best to buy or lease a vehicle, select the best credit card, recognize priorities in buying a home and even plan for retirement. Master the skills vital for a lifetime of important personal financial decisions. Important Notice: Media content referenced within the product description or the product text may not be available in the ebook version.