The Living Trust Advisor

The Living Trust Advisor
Author :
Publisher : John Wiley & Sons
Total Pages : 319
Release :
ISBN-10 : 9781119093312
ISBN-13 : 1119093317
Rating : 4/5 (317 Downloads)

Book Synopsis The Living Trust Advisor by : Jeffrey L. Condon

Download or read book The Living Trust Advisor written by Jeffrey L. Condon and published by John Wiley & Sons. This book was released on 2016-03-25 with total page 319 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 Living Trust Advisor Related Books

The Living Trust Advisor
Language: en
Pages: 319
Authors: Jeffrey L. Condon
Categories: Business & Economics
Type: BOOK - Published: 2016-03-25 - Publisher: John Wiley & Sons

DOWNLOAD EBOOK

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
The Living Trust Advisor
Language: en
Pages: 299
Authors: Jeffrey L. Condon
Categories: Business & Economics
Type: BOOK - Published: 2011-01-06 - Publisher: John Wiley & Sons

DOWNLOAD EBOOK

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 econo
The Living Trust
Language: en
Pages: 388
Authors: Henry W. Abts
Categories: Business & Economics
Type: BOOK - Published: 1997 - Publisher: McGraw-Hill/Contemporary

DOWNLOAD EBOOK

The failproof way to pass along your estate to your heirs without lawyers, courts, or the probate system.
The Living Trust Revolution
Language: en
Pages: 504
Authors: Robert A. Esperti
Categories: Business & Economics
Type: BOOK - Published: 1992 - Publisher: Viking Adult

DOWNLOAD EBOOK

"Robert A. Esperti and Renno L. Peterson taught Americans how to properly plan for themselves, their spouses, their children, their grandchildren, and charities
AARP The Living Trust Advisor
Language: en
Pages: 266
Authors: Jeffrey L. Condon
Categories: Business & Economics
Type: BOOK - Published: 2011-12-20 - Publisher: John Wiley & Sons

DOWNLOAD EBOOK

AARP Digital Editions offer you practical tips, proven solutions, and expert guidance. Many of us spend a lifetime building wealth and accumulating assets, but