{"product_id":"the-living-trust-advisor-everything-you-and-your-financial-planner-need-to-know-about-your-living-trust-hardback-9781119073949","title":"The Living Trust Advisor; Everything You (and Your Financial Planner) Need to Know about Your Living Trust (Hardback) 9781119073949","description":"\u003cfont face=\"Georgia\"\u003e\r\n\u003cp\u003e\u003cfont size=\"6\"\u003eThe Living Trust Advisor\u003c\/font\u003e\u003cbr\u003e\r\n\u003cfont size=\"5\"\u003eEverything You (and Your Financial Planner) Need to Know about Your Living Trust\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\r\n\r\n\u003cp\u003e\u003cfont size=\"4\"\u003eJeffrey L. Condon (Author)\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e9781119073949, Wiley\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003eHardback, published 9 February 2016\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e416 pages\u003cbr\u003e23.6 x 16.3 x 3.3 cm, 0.603 kg\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\r\n\r\n\r\n\u003cp align=\"justify\"\u003e\u003cstrong\u003e\u003cfont size=\"3\"\u003e\u003cb\u003eA comprehensive guide to living trusts, with expert financial and legal guidance\u003c\/b\u003e \u003cp\u003e\u003ci\u003eThe Living Trust Advisor\u003c\/i\u003e 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. \u003c\/p\u003e\n\u003cp\u003eAs 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. \u003c\/p\u003e\n\u003cul\u003e \u003cli\u003eKnow what to think about before your first meeting with a lawyer\u003c\/li\u003e \u003cli\u003eEstablish and manage your living trust to carry out your wishes\u003c\/li\u003e \u003cli\u003eIdentify potential inheritance problems and build solutions into the trust\u003c\/li\u003e \u003cli\u003eDistribute assets to future generations, and protect them after the transfer\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eDealing 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. \u003ci\u003eThe Living Trust Advisor\u003c\/i\u003e expertly guides you through the process so you can be confident that your wishes will be carried out.\u003c\/p\u003e\u003c\/font\u003e\u003c\/strong\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e\u003cp\u003ePregame Warm-Up Or, Read This Before You Read This Book xiii\u003c\/p\u003e \u003cp\u003eAcknowledgments xxv\u003c\/p\u003e \u003cp\u003e\u003cb\u003eThe First Quarter: Establishing Your Living Trust 1\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 1  How You Established Your Living Trust Without a Clear Understanding of What It Is and How It Works Or, You Don’t Know What You Don’t Know about Your Living Trust 3\u003c\/p\u003e \u003cp\u003eChapter 2 What Does the Living Trust Do, and How Does It Do It? Or, The Best Explanation of the Living Trust You Will Ever Get 11\u003c\/p\u003e \u003cp\u003eChapter 3 Do You Really Need a Living Trust? Or, Don’t Let Someone Sell You Something You Don’t Need 17\u003c\/p\u003e \u003cp\u003eChapter 4 Establishing Your Living Trust Or, No Better Way to Get Started Than to Get Started 26\u003c\/p\u003e \u003cp\u003eChapter 5 Who Should You Select as the Lifetime Agent of Your Living Trust? Or, If You Become Incapacitated, Will Your Lifetime Agent Manage Your Living Trust for Your Benefit or for His? 39\u003c\/p\u003e \u003cp\u003eChapter 6 You Can Select Your Children as Your After-Death Agent, but Will They Carry Out Your Living Trust’s Inheritance Instructions? Or, “That Was Our Parents’ Wish, But It Ain’t Our Wish” 54\u003c\/p\u003e \u003cp\u003e\u003cb\u003eThe Second Quarter: Living with Your Living Trust During the Lifetimes of You and Your Spouse 67\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 7 Functions of Your Living Trust While Both You and Your Spouse Are Alive Or, Don’t Quite Forget about Your Living Trust after You Have Thrown It into Your Safe-Deposit Box 69\u003c\/p\u003e \u003cp\u003eChapter 8 The Five Concerns about the Real Estate You Transferred to Your Living Trust Or, You Still Own Your House! 86\u003c\/p\u003e \u003cp\u003eChapter 9 Should You Tell Your Children about Your Living Trust? Or, Don’t Dismiss the Chance to Have a Family Inheritance Meeting—Especially If the Lawyer Won’t Charge You 96\u003c\/p\u003e \u003cp\u003e\u003cb\u003eThe Third Quarter Living with Your Living Trust after the Death of Your Spouse 105\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 10 Will You Divert Your Deceased Spouse’s Half of the Living Trust Assets from Your Offspring? Or, How to Make Your Children Fret and Hope That You Will Do the Right Thing 107\u003c\/p\u003e \u003cp\u003eChapter 11 The Power to Change Your Deceased Spouse’s Inheritance Instructions or Not! Or, If Your Child’s Vice Dissipates after Your Spouse Dies, Are You Allowed to Change Your Spouse’s Inheritance Instructions to Meet That Change? 115\u003c\/p\u003e \u003cp\u003eChapter 12 Dealing with Your Living Trust If You Remarry Or, The Battle Royal: Your Second Spouse Versus Your First Children 125\u003c\/p\u003e \u003cp\u003eChapter 13 Dealing with the Estate Tax Return, Splitting the Living Trust Assets, and Other Tax Stuff That You Would Rather Just Ignore after Your Spouse Dies Or, As Much as You Want to, Don’t Skip This Chapter! To Prevent Estate Taxes after Your Death, You Must Deal with Estate Tax Matters after Your Spouse’s Death 133\u003c\/p\u003e \u003cp\u003e\u003cb\u003eThe Fourth Quarter Dying with Your Living Trust 163\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 14 Distribution of Your Living Trust after Both You and Your Spouse Are Dead Or, The Inheritance Arena Is Not for the Fainthearted 165\u003c\/p\u003e \u003cp\u003eChapter 15 Don’t Intentionally Leave Your Children Unequal Inheritances Or, So What If One Needs It More Than the Other? 171\u003c\/p\u003e \u003cp\u003eChapter 16 The Accidental Unequal Inheritance Or, If You Think You Have Treated Your Children Equally by Leaving Them Equal Inheritances, I Have Some News for You! 178\u003c\/p\u003e \u003cp\u003eChapter 17 Don’t Make a Child Who Owes You Money a Debtor to Your Other Children Or, An Unforgiven and Unpaid Loan to a Child Can Wreak Havoc after Your Death 187\u003c\/p\u003e \u003cp\u003eChapter 18 Do Not Leave Your Child an Outright Inheritance Or, I’m Not Kidding! Don’t Leave Your Child an Outright Inheritance 195\u003c\/p\u003e \u003cp\u003eChapter 19 Using Your Living Trust to Force Your Child into a Conventional Lifestyle Or, If the Twig Is Bent, Will Force Do Anything to Straighten It Out? 230\u003c\/p\u003e \u003cp\u003eChapter 20 The Success of the Third-Party Irrevocable Protection Trust (PUPPET) Depends on Whom\u003c\/p\u003e \u003cp\u003eYou’ve Selected as the Third Party Or, Try Not to Appoint One Private Person to Hold and Manage Money for Another Private Person 237\u003c\/p\u003e \u003cp\u003eChapter 21 Who Are Your Grandchildren? Or, Do You Really Want Your Living Trust Assets to Ultimately Wind Up with Your Son’s Second Wife’s Kids from Her First Marriage? 247\u003c\/p\u003e \u003cp\u003eChapter 22 The IRS Is Back! And This Time, It’s for Real! Or, “Sorry about Your Parents’ Deaths. That Will Be $200,000, Please.” 254\u003c\/p\u003e \u003cp\u003eChapter 23 Who Pays the Estate Tax? Or, Don’t Make One Person Pay the Estate Tax on Living Trust Gifts That Go to Another Person 265\u003c\/p\u003e \u003cp\u003ePostgame: Review and Lessons Learned 277\u003c\/p\u003e \u003cp\u003eChapter 24 Question and Answer Time! Or, Take the Opportunity to Ask This Expensive Lawyer Your Questions at No Charge 279\u003c\/p\u003e \u003cp\u003eChapter 25 A Random Sampling of Cautionary Tales from the Inheritance Arena Or, Read About, and Learn from, My Previous Mistakes and the Mistakes of My Clients 298\u003c\/p\u003e \u003cp\u003eAbout the Author Or, An Invitation from the Author to Contact Him at No Charge 371\u003c\/p\u003e \u003cp\u003eIndex 375\u003c\/p\u003e\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003eSubject Areas: Finance \u0026amp; accounting [\u003ca title=\"See our other books on Finance \u0026amp; accounting\" href=\"https:\/\/freshlyprintedbooks.co.uk\/search?q=%22Finance%20\u0026amp;%20accounting%20%5BKF%5D%22\"\u003eKF\u003c\/a\u003e]\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\u003c\/font\u003e","brand":"Wiley","offers":[{"title":"Brand New","offer_id":52421396824344,"sku":"9781119073949","price":26.79,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0730\/2037\/5320\/files\/9781119073949_183288.jpg?v=1784594960","url":"https:\/\/freshlyprintedbooks.co.uk\/products\/the-living-trust-advisor-everything-you-and-your-financial-planner-need-to-know-about-your-living-trust-hardback-9781119073949","provider":"Freshly Printed Books","version":"1.0","type":"link"}