The Living Trust Advisor

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119093317
Total Pages : 319 pages
Book Rating : 4.1/5 (19 download)

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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

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1118045459
Total Pages : 299 pages
Book Rating : 4.1/5 (18 download)

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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 2011-01-06 with total page 299 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

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Author :
Publisher : McGraw-Hill/Contemporary
ISBN 13 : 9780809230310
Total Pages : 388 pages
Book Rating : 4.2/5 (33 download)

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Book Synopsis The Living Trust by : Henry W. Abts

Download or read book The Living Trust written by Henry W. Abts and published by McGraw-Hill/Contemporary. This book was released on 1997 with total page 388 pages. Available in PDF, EPUB and Kindle. Book excerpt: The failproof way to pass along your estate to your heirs without lawyers, courts, or the probate system.

AARP The Living Trust Advisor

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 111823099X
Total Pages : 266 pages
Book Rating : 4.1/5 (182 download)

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

Download or read book AARP The Living Trust Advisor written by Jeffrey L. Condon and published by John Wiley & Sons. This book was released on 2011-12-20 with total page 266 pages. Available in PDF, EPUB and Kindle. Book excerpt: AARP Digital Editions offer you practical tips, proven solutions, and expert guidance. Many of us spend a lifetime building wealth and accumulating assets, but fail to properly plan how all of this will be passed on once we are gone. And while dealing with complex financial issues such as inheritance and estate taxes forces us to face our own mortality, making these difficult decisions is something we all need to do. Living trust attorney and bestselling author Jeffrey Condon is extremely familiar with these types of situations and understands the importance of a living trust in an increasingly uncertain world. Now, with The Living Trust Advisor, he skillfully discusses the various aspects of this document and details how it can provide a seamless transfer of assets to your spouse, children, and other beneficiaries after you are gone. Written in a straightforward and accessible style—and peppered with Condon's trademark humor—The Living Trust Advisor puts the living trust in perspective and walks you through the four life phases associated with it. Page by page, this practical guide will help you: Address the numerous issues that should be considered before first meeting with a living trust lawyer and other key players in this arena Establish and manage your living trust over the course of your life as well as prepare it to carry out your financial wishes once you and your spouse have passed on Identify potential inheritance problems now, so you can build solutions into your living trust before it's too late Distribute living trust assets to future generations and protect those assets once the transfer is complete And much more Throughout the book, Condon provides you with real-world examples that illustrate key points or clarify particular concepts. While many of these examples are drawn from Condon's professional relationship with clients, some anecdotes are associated with his personal experiences in this field. If you've picked up this book, then you're probably thinking about putting together a living trust. Or, perhaps you already have a living trust and you're looking to revisit it. Whatever your reasons, this reliable resource contains the straightforward advice and practical insights you need to create and maintain a living trust that will ensure your final financial wishes are carried out in full.

The Living Trust Revolution

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Author :
Publisher : Viking Adult
ISBN 13 :
Total Pages : 504 pages
Book Rating : 4.:/5 (41 download)

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Book Synopsis The Living Trust Revolution by : Robert A. Esperti

Download or read book The Living Trust Revolution written by Robert A. Esperti and published by Viking Adult. This book was released on 1992 with total page 504 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Robert A. Esperti and Renno L. Peterson taught Americans how to properly plan for themselves, their spouses, their children, their grandchildren, and charities in their landmark book, Loving Trust. In this new book, The Living Trust Revolution, they offer a point-by-point comparison of wills and living trusts that debunks the commonly held beliefs that wills better serve average Americans and that they can reasonably accommodate their estate planning needs. There are shocking deficiencies in the American legal system's approach to estate planning; The Living Trust Revolution exposes them and tells readers what they can do now to avoid problems - and probate - later on." "The Living Trust Revolution is written in clear, straightforward language and specifically addresses the anxieties most of us have about protecting ourselves, our assets, and our loved ones from unreasonable fees, red tape, and putting ourselves under the control of nonfamily members." "Authoritative and deeply reassuring, The Living Trust Revolution empowers readers to care for their loved ones now - and keep on caring for them in the future - with new confidence."--BOOK JACKET.Title Summary field provided by Blackwell North America, Inc. All Rights Reserved

The Funding of Living Trusts

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Author :
Publisher : American Bar Association
ISBN 13 :
Total Pages : 238 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis The Funding of Living Trusts by : Carla Neeley Freitag

Download or read book The Funding of Living Trusts written by Carla Neeley Freitag and published by American Bar Association. This book was released on 2004 with total page 238 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Suze Orman's Protection Portfolio

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Author :
Publisher :
ISBN 13 : 9781401901189
Total Pages : 166 pages
Book Rating : 4.9/5 (11 download)

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Book Synopsis Suze Orman's Protection Portfolio by : Suze Orman

Download or read book Suze Orman's Protection Portfolio written by Suze Orman and published by . This book was released on 2002 with total page 166 pages. Available in PDF, EPUB and Kindle. Book excerpt: Suze Orman's Financial Package is a systematic approach for organising your essential documents. The Financial Package is very different from any other product of this type, because Suze has included three CDs that actually include the forms and instructions to create your own advanced directive with durable power of attorney for health care, financial power of attorney, will, and a trust.

AARP Crash Course in Estate Planning

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Author :
Publisher : Sterling Publishing Company, Inc.
ISBN 13 : 9781402718380
Total Pages : 276 pages
Book Rating : 4.7/5 (183 download)

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Book Synopsis AARP Crash Course in Estate Planning by : Michael T. Palermo

Download or read book AARP Crash Course in Estate Planning written by Michael T. Palermo and published by Sterling Publishing Company, Inc.. This book was released on 2004-12-11 with total page 276 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Essential Guide to Wills, Trusts, and you personal legacy. What you need to know before consulting you attorney.

Estate Planning for Financial Planners

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Author :
Publisher :
ISBN 13 : 9780974894577
Total Pages : 530 pages
Book Rating : 4.8/5 (945 download)

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Book Synopsis Estate Planning for Financial Planners by : Michael A. Dalton

Download or read book Estate Planning for Financial Planners written by Michael A. Dalton and published by . This book was released on 2006 with total page 530 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Trusted Advisor Fieldbook

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1118085647
Total Pages : 295 pages
Book Rating : 4.1/5 (18 download)

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Book Synopsis The Trusted Advisor Fieldbook by : Charles H. Green

Download or read book The Trusted Advisor Fieldbook written by Charles H. Green and published by John Wiley & Sons. This book was released on 2011-11-15 with total page 295 pages. Available in PDF, EPUB and Kindle. Book excerpt: A practical guide to being a trusted advisor for leaders in any industry In this hands-on successor to the popular book The Trusted Advisor, you'll find answers to pervasive questions about trust and leadership—such as how to develop business with trust, nurture trust-based relationships, build and run a trustworthy organization, and develop your trust skill set. This pragmatic workbook delivers everyday tools, exercises, resources, and actionable to-do lists for the wide range of situations a trusted advisor inevitably encounters. The authors speak in concrete terms about how to dramatically improve your results in sales, relationship management, and organizational performance. Your success as a leader will always be based on the degree to which you are trusted by your stakeholders. Each chapter offers specific ways to train your thinking and your habits in order to earn the trust that is necessary to be influential, successful, and known as someone who makes a difference. Self-administered worksheets and coaching questions provide immediate insights into your current business challenges Real-life examples demonstrate proven ways to "walk the talk" Action plans bridge the gap between insights and outcomes Put the knowledge and practices in this fieldbook to work, and you'll be someone who earns trust quickly, consistently, and sustainably—in business and in life.

Make Your Own Living Trust

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Author :
Publisher : Nolo
ISBN 13 : 1413328407
Total Pages : 312 pages
Book Rating : 4.4/5 (133 download)

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Book Synopsis Make Your Own Living Trust by : Denis Clifford

Download or read book Make Your Own Living Trust written by Denis Clifford and published by Nolo. This book was released on 2021-03-30 with total page 312 pages. Available in PDF, EPUB and Kindle. Book excerpt: A do-it-yourself manual for making your own living trust, with checklists, step-by-step procedures, worksheets, and forms.

Understanding Living Trusts

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Author :
Publisher :
ISBN 13 : 9780945811190
Total Pages : 294 pages
Book Rating : 4.8/5 (111 download)

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Book Synopsis Understanding Living Trusts by : Vickie Schumacher

Download or read book Understanding Living Trusts written by Vickie Schumacher and published by . This book was released on 1996-02 with total page 294 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Trusted Advisor

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Author :
Publisher : Simon and Schuster
ISBN 13 : 147110964X
Total Pages : 234 pages
Book Rating : 4.4/5 (711 download)

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Book Synopsis The Trusted Advisor by : David H. Maister

Download or read book The Trusted Advisor written by David H. Maister and published by Simon and Schuster. This book was released on 2012-12-11 with total page 234 pages. Available in PDF, EPUB and Kindle. Book excerpt: Beside talent and a sterling portfolio, what can world-class consultants like Deloitte & Touche, Societe General and Towers Perrin boast has helped them achieve success in our entrepreneurial economy? They all have the inside track on the indispensable "Trusted Advisor" model for client relationships, created by renowned experts Charles Green and Robert Galford. Now Green and Galford have teamed up with the acclaimed David Maister in order to help their latest high-profile, fast-forward client: you. In this straightforward guide, Maister, Green and Galford show readers that the key to professional success goes well beyond technical mastery or expertise. Today, it's all about the vital ability to earn the client's trust and thereby win the ability to influence them. In these high risk times, trust is more valuable than gold. With this critical, highly detailed and accessible resource, readers will learn the five crucial steps for developing, managing and improving client confidence. For both emerging and established entrepreneurs and consultants, THE TRUSTED ADVISOR is the first truly indispensable business book of the decade.

The White Coat Investor

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Publisher : White Coat Investor LLC the
ISBN 13 : 9780991433100
Total Pages : 160 pages
Book Rating : 4.4/5 (331 download)

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Book Synopsis The White Coat Investor by : James M. Dahle

Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!

Understanding Living Trusts

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Author :
Publisher : Schumacher Publishing
ISBN 13 :
Total Pages : 230 pages
Book Rating : 4.0/5 ( download)

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Book Synopsis Understanding Living Trusts by : Vickie Schumacher

Download or read book Understanding Living Trusts written by Vickie Schumacher and published by Schumacher Publishing. This book was released on 1990 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.

Living Trusts for Everyone

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Author :
Publisher : Skyhorse Publishing Inc.
ISBN 13 : 158115674X
Total Pages : 147 pages
Book Rating : 4.5/5 (811 download)

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Book Synopsis Living Trusts for Everyone by : Ronald Farrington Sharp

Download or read book Living Trusts for Everyone written by Ronald Farrington Sharp and published by Skyhorse Publishing Inc.. This book was released on 2010 with total page 147 pages. Available in PDF, EPUB and Kindle. Book excerpt: Explains how living trusts work, discusses the different types of trusts, compares living trusts with wills, and offers advice on selecting an attorney.

How to Avoid Probate

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Author :
Publisher : Crown
ISBN 13 : 9780517064283
Total Pages : 372 pages
Book Rating : 4.0/5 (642 download)

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Book Synopsis How to Avoid Probate by : Norman F. Dacey

Download or read book How to Avoid Probate written by Norman F. Dacey and published by Crown. This book was released on 1965 with total page 372 pages. Available in PDF, EPUB and Kindle. Book excerpt: