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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!

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

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 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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Make Your Own Living Trust

Make Your Own Living Trust PDF Author: Denis Clifford
Publisher: Nolo
ISBN: 1413328415
Category : Law
Languages : en
Pages : 312

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Book Description
Save your family time, money, and headaches Unlike a will, a living trust lets your family bypass probate court—which saves everyone money, delay, and hassle. Whether you are single or part of a couple, Make Your Own Living Trust can help you make a living trust that’s valid in your state. Use this book to: decide whether a living trust is right for your family keep control over trust property while you live appoint someone to manage trust property, if needed name beneficiaries to inherit your assets set up property management for young beneficiaries, and learn how to transfer all types of assets to your trust, including real estate, stocks, jewelry, art, or business assets. With Downloadable Forms - completely updated, this new edition provides all the forms and worksheets you need to create an individual or shared living trust and a basic will—available for download (details inside). The legal forms in this book are not valid in Louisiana.

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.

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.

Living Trust Kit

Living Trust Kit PDF Author: Enodare
Publisher: Enodare Limited
ISBN: 1906144400
Category : Law
Languages : en
Pages : 132

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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 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 True Cost of Happiness

The True Cost of Happiness PDF Author: Stacey Tisdale
Publisher: John Wiley & Sons
ISBN: 0470496576
Category : Business & Economics
Languages : en
Pages : 288

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Book Description
Personal money management advice that make sense In The True Cost of Happiness, financial journalist Stacey Tisdale and expert financial planner Paula Boyer Kennedy combine their extensive financial experience with a powerful series of interviews and real-world stories to help you make personal money management decisions that make more sense. They begin by discussing how the factors that drive our financial choices and behavior not only run deep, but also represent the way we define ourselves. From there, they reveal how this truth will determine if you can create the kind of financial harmony that not only supports the life you want, but also makes an honest statement of who you really are. The questions they pose are challenging, but essential, because if your financial choices and behavior are not aligned with your true values, you'll always feel like "something" is missing. And it is this disconnect that is at the root of most anxiety and unhappiness over money. Reveals how the first lessons we learn about money as children play out in our adult behavior Discusses how the messages that society sends us about the ways in which we should behave with money affect our financial choices Explores factors that can blind us to our true values, and prevent us from making the best decisions possible on issues such as debt, saving, and investing Illustrates how to create a financial plan that supports a truly happy life Filled with in-depth insights and practical advice, The True Cost of Happiness will put you in a better position to enjoy a life that doesn't compromise who you are.

The 5 Simple Truths of Raising Kids

The 5 Simple Truths of Raising Kids PDF Author: R. Bradley Snyder
Publisher: Demos Medical Publishing
ISBN: 1936303396
Category : Family & Relationships
Languages : en
Pages : 173

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Book Description
The 5 Simple Truths of Raising Kidsdraws upon the entirety of Brad’s research and professional experience. In his career he has surveyed over 100,000 children and adolescents, personally interviewing close to 4,000 in group and one-on-one sessions, and run direct service programs in major cities nationwide. He breaks down barriers between the generations and present tweens and teens as they really are. Brad distills the best information on child development, media use, delinquency and morality into five simple truths that will help parents better understand and appreciate the young people in their lives while providing strategies for addressing everyday concerns in positive and productive ways. Brad doesn’t place the danger with kids, rather he thinks the danger lies with the sensationalized media about tweens and teens.The 5 Truths of Raising Kidsis based on solid research, but Brad’s writing is easy to digest and punctuated with anecdotes from his own experience counseling kids, working within juvenile prisons, and developing television programs and video games. Some of it is funny, most of it is practical, but all of it is important to anyone who cares about kids.

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.