AARP The Living Trust Advisor: Everything You Need to Know about Your Living Trust
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:
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.
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How You Established Your Living Trust Without a Clear
Its an AfterDeath Power of Attorney but Its
Putting Your House in Joint Tenancy with Your Child Is This Side
Who Should You Select as the Lifetime Agent of Your Living
You Can Select Your Children as Your AfterDeath Agent
THE SECOND UARTER LIVING WITH YOUR LIVING
Either You or Your Spouse No Longer Acts as a CoTrustee
You Live You Learn
Consequences of the Unforgiven Loan
Do Not Leave Your Child an Outright Inheritance OR IM
Using Your Living Trust to Force Your Child into
Who Are Your Grandchildren? OR DO YOU REALLY WANT
The NotSoGood News
Who Pays the Estate Tax? OR DONT MAKE ONE PERSON
Question and Answer Time OR TAKE THE OPPORTUNITY
Should You Tell Your Children about Your Living Trust?
THE THIRD UARTER LIVING WITH YOUR LIVING TRUST
The Power to Change Your Deceased Spouses Inheritance
Divide and Conquer
THE FOURTH UARTER DYING WITH YOUR LIVING
Dont Intentionally Leave Your Children Unequal lnheritances