Author: Jeffrey L. Condon
Publisher: John Wiley & Sons
ISBN: 1118045459
Category : Business & Economics
Languages : en
Pages : 325
Get Book
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
Author: Jeffrey L. Condon
Publisher: John Wiley & Sons
ISBN: 111823099X
Category : Business & Economics
Languages : en
Pages : 256
Get Book
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.
Author: John Parker Huggard
Publisher:
ISBN:
Category : Law
Languages : en
Pages : 202
Get Book
Book Description
Author: Susanne Lee Jenkins
Publisher: Lulu.com
ISBN: 1847282113
Category : Law
Languages : en
Pages : 126
Get Book
Book Description
People don't plan because of lack of knowledge, procrastination, and fear. Basically, we don't want to think about this topic. This book explains what you need to know about estate planning concepts and documents in order to make an informed decision about whether you need a Living Revocable Trust.
Author: Denis Clifford
Publisher: Nolo
ISBN: 1413328407
Category : Business & Economics
Languages : en
Pages : 312
Get Book
Book Description
A do-it-yourself manual for making your own living trust, with checklists, step-by-step procedures, worksheets, and forms.
Author: William D. Mitchell
Publisher: CCH
ISBN: 9780808091752
Category :
Languages : en
Pages : 1284
Get Book
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.
Author: The Experts at Dummies
Publisher: John Wiley & Sons
ISBN: 1119883350
Category : Business & Economics
Languages : en
Pages : 723
Get Book
Book Description
A hands-on, power-packed guide to managing all things money Time and money. Those are the two most important assets you have, and smart people manage both of them wisely. Managing Your Money All-in-One For Dummies is your one-stop resource to turn to when you’re ready to manage your money. It offers everything you need to confidently handle your finances. When you’re ready to create a budget, pay down debt, and scale back your expenses, you’ll find the support you need here. If you’re eyeing the future, you’ll find advice on improving your credit score, saving for college and retirement, and planning an estate. As if all of that isn’t enough, this comprehensive book covers other financial topics such as buying insurance, investing in your 401(k), and so much more. The authors of Managing Your Money All-in-One For Dummies explain how to handle your money in a way that encourages you to think and act positively, no matter what your financial situation looks like. And as you move toward financial freedom, you can come back to this book to get advice on topics that go beyond day-to-day money management, such as taking out a mortgage, investing online, and more. Get your financial life in order, whatever your stage of life Make a budget, manage your credit, and pay down your debt Demystify financial reports, online investing, and retirement plans Save for college and learn how to balance your saving and spending habits in any economy Navigate the new norm of online banking Spend some time learning how to manage your money today. It’ll be a wise investment of both of your most valuable assets.
Author: Charles O. Stapleton
Publisher: Dearborn Real Estate
ISBN: 9780793194193
Category : Business & Economics
Languages : en
Pages : 508
Get Book
Book Description
Completely revised and thoroughly comprehensive, this is the brand new edition of the state's premier real estate licensing manual! Ideal for home study or classroom, for the prospective real estate broker or salesperson, for anyone seeking a solid foundation for building or maintaining a successful career! Book jacket.
Author: Harold I. Apolinsky
Publisher: John Wiley & Sons
ISBN: 0471731080
Category : Business & Economics
Languages : en
Pages : 304
Get Book
Book Description
A complete guide to planning an estate under today's taxrules When it comes to your estate--no matter how big or small it maybe--you shouldn't leave anything to chance. Proper planning isnecessary to protect both your assets and your heirs. EstatePlanning Law Specialist Harold Apolinsky and expert financialplanner Stewart Welch III know this better than anyone else, and inthe Revised and Updated Edition of J.K. Lasser's New Rules forEstate and Tax Planning, they offer valuable advice and solidstrategies to help you plan your estate under today's tax rules aswell as preserve your wealth. Packed with up-to-the-minute facts,this practical resource covers important issues, such as: * How new legislation will impact inheritances and trusts * Estate and generation-skipping tax planning * The role of wills, executors, and trusts * Treatment of charitable contributions * The do's and don'ts of gifting * Life insurance and retirement planning Filled with in-depth insights and expert advice, this book willshow you how to efficiently arrange your estate today so that youcan leave more to those you care about tomorrow.
Author: Stewart H. Welch, III
Publisher: John Wiley & Sons
ISBN: 1118278410
Category : Business & Economics
Languages : en
Pages : 260
Get Book
Book Description
AARP Digital Editions offer you practical tips, proven solutions, and expert guidance. A complete guide to planning an estate under today's tax rules When it comes to an estate (no matter how big or small it may be) nothing should be left to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialists Harold Apolinsky and Craig Stephens and expert financial planner Stewart Welch III know this better than anyone else, and in the revised and updated edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers a wealth of important issues. Reveals how new legislation will impact inheritances and trusts and offers guidance for estate and generation-skipping tax planning Explains the role of wills, executors, and trusts and shows how to treat charitable contributions Outlines the do's and don'ts of gifting and explains life insurance and retirement planning Filled with in-depth insights and expert advice, this book will show how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.
