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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 : 325

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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

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 : 325

View

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

The Living Trust Workbook

The Living Trust Workbook PDF Author: Robert A. Esperti
Publisher: Penguin Books
ISBN:
Category : Business & Economics
Languages : en
Pages : 356

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Book Description
Provides money saving tips, checklists, information on choosing a lawyer, and advice on how to secure a sound future for oneself and one's family.

Revocable Living Trust

Revocable Living Trust PDF Author:
Publisher: Global WIlls International
ISBN: 1906144168
Category :
Languages : en
Pages : 34

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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 : 232

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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.

A Living Trust For The Average Married Joe

A Living Trust For The Average Married Joe PDF Author:
Publisher: John Rockford
ISBN: 1424328616
Category :
Languages : en
Pages : 56

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Book Description


Your Living Trust & Estate Plan

Your Living Trust & Estate Plan PDF Author: Harvey J. Platt
Publisher: Simon and Schuster
ISBN: 1621533913
Category : Business & Economics
Languages : en
Pages : 352

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Book Description
This revised fifth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a flexible estate plan. Platt explains the latest tax laws, including the American Taxpayer Relief Act of 2012, the broadening of statutes for amending trusts, and the rule against perpetuities (RAP). Platt also addresses updates on many existing topics, including lifetime exemptions; the estate, gift, and generation-skipping tax; charitable deductions; state estate tax savings; and private annuities. Your Living Trust & Estate Plan maps out the most effective techniques for saving money and property and covers the essentials of successful estate planning. Other resources frequently overlook vital areas such as unlocking the benefits of living trusts, protecting beneficiaries, using life insurance, handling retirement benefits properly, and fixing inadequate estate planning postmortem, but Your Living Trust is the complete guide. This invaluable resource will teach you how to maximize your family’s assets, plan your estate, and provide for your loved ones well into the future.

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.

Make Your Own Living Trust & Avoid Probate

Make Your Own Living Trust & Avoid Probate PDF Author: Enodare
Publisher: Enodare Limited
ISBN: 1906144273
Category : Estate planning
Languages : en
Pages : 338

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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.

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 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.