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The living trust advisor : everything you (and your financial planner) need to know about your living trust / Jeffrey L. Condon, Esq.

Condon, Jeffrey L., author. (Author).
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Available copies

  • 1 of 1 copy available at Evergreen Indiana.

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0 current holds with 1 total copy.

Location Call Number / Copy Notes Barcode Shelving Location Status Due Date
Jackson Co PL - Seymour Main Library 346.73052 CONDON (Text) 37500004208910 Nonfiction Available -

Record details

  • ISBN: 9781119073949
  • Physical Description: xxviii, 388 pages ; 24 cm
  • Edition: Second edition.
  • Publisher: Hoboken, New Jersey : Wiley, [2016]

Content descriptions

General Note: Includes index.
Formatted Contents Note: How you established your living trust without a clear nderstanding of what it is and how it works -- What does the living trust do, and how does it do it? -- Do you really meed a living trust? -- Establishing your living trust -- Who should you select as the lifetime agent of your living trust? -- You can select your children as your after-death agent, but will they carry out your living trust's inheritance instructions? -- Functions of your living trust while both you and your spouse are alive -- The five concerns about the real estate you transferred to our living trust -- Should you tell your children about your living trust? -- Will you divert your deceased spouse's half of the living trust assets from your offspring? -- The power to change your deceased spouse's inheritance instructions ... or not! -- Dealing with your living trust if you remarry -- 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 -- Distribution of your living trust after both you and your spouse are dead -- Don't intentionally leave your children unequal inheritances -- The accidental unequal inheritace -- Don't make a child who owes you money a debtor to your other children -- Do not leave your child an outright inheritance -- Using your living trust to force your child into a conventional lifestyle -- The success of the Third-Party irrevocable protection trust (PUPPET) depends on whom you've selected as the Third Party -- Who are your grandchildren? -- The IRS is back! and this time, it's for real! -- Who pays the estate tax? -- Question and answer time! -- A random sampling of cautionary tales form the inheritance arena.
Subject: Living trusts > United States > Popular works.
Estate planning > United States > Popular works.

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