The Living Trust Advisor

Everything You (and Your Financial Planner) Need to Know about Your Living Trust

Business & Finance, Finance & Investing, Finance
Cover of the book The Living Trust Advisor by Jeffrey L. Condon, Wiley
View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart
Author: Jeffrey L. Condon ISBN: 9781119093312
Publisher: Wiley Publication: March 25, 2016
Imprint: Wiley Language: English
Author: Jeffrey L. Condon
ISBN: 9781119093312
Publisher: Wiley
Publication: March 25, 2016
Imprint: Wiley
Language: English

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.

View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

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.

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.

More books from Wiley

Cover of the book The Psychology of Social and Cultural Diversity by Jeffrey L. Condon
Cover of the book More Than a Numbers Game by Jeffrey L. Condon
Cover of the book Talent, Transformation, and the Triple Bottom Line by Jeffrey L. Condon
Cover of the book Multicultural Handbook of Food, Nutrition and Dietetics by Jeffrey L. Condon
Cover of the book Advanced Characterization Techniques for Thin Film Solar Cells by Jeffrey L. Condon
Cover of the book The Lessons School Forgot by Jeffrey L. Condon
Cover of the book Nikon 1 J1/V1 For Dummies by Jeffrey L. Condon
Cover of the book Handbook of Petroleum Product Analysis by Jeffrey L. Condon
Cover of the book Email Marketing By the Numbers by Jeffrey L. Condon
Cover of the book Statistical and Machine Learning Approaches for Network Analysis by Jeffrey L. Condon
Cover of the book Transportation and Power Grid in Smart Cities by Jeffrey L. Condon
Cover of the book Downstream Industrial Biotechnology by Jeffrey L. Condon
Cover of the book Essential Strategies for Financial Services Compliance by Jeffrey L. Condon
Cover of the book Excel Data Analysis by Jeffrey L. Condon
Cover of the book Conduct of Operations and Operational Discipline by Jeffrey L. Condon
We use our own "cookies" and third party cookies to improve services and to see statistical information. By using this website, you agree to our Privacy Policy