your living trust estate plan

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Your Living Trust Estate Plan

Author : Harvey J. Platt
ISBN : 9781581158700
Genre : Business & Economics
File Size : 83. 15 MB
Format : PDF, Mobi
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Covers the essentials of estate planning, details strategies for using a living trust to create a flexible estate plan, and explains the changes to the tax laws.

Your Living Trust Estate Plan

Author : Harvey J. Platt
ISBN : 9781621533917
Genre : Business & Economics
File Size : 55. 52 MB
Format : PDF, Docs
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This revised fifth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a flexible estate plan. Platt explains the latest tax laws, including the American Taxpayer Relief Act of 2012, the broadening of statutes for amending trusts, and the rule against perpetuities (RAP). Platt also addresses updates on many existing topics, including lifetime exemptions; the estate, gift, and generation-skipping tax; charitable deductions; state estate tax savings; and private annuities. Your Living Trust & Estate Plan maps out the most effective techniques for saving money and property and covers the essentials of successful estate planning. Other resources frequently overlook vital areas such as unlocking the benefits of living trusts, protecting beneficiaries, using life insurance, handling retirement benefits properly, and fixing inadequate estate planning postmortem, but Your Living Trust is the complete guide. This invaluable resource will teach you how to maximize your family’s assets, plan your estate, and provide for your loved ones well into the future.

The Living Trust

Author : Henry Abts
ISBN : 0071423370
Genre : Business & Economics
File Size : 46. 84 MB
Format : PDF, Docs
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If you are concerned about estate planning you may be surprised that, even with a will, the probate system can eat up as much as 10 percent of an inheritance and delay the process two years. In The Living Trust, noted living trust authority Henry Abts presents a simple, inexpensive legal alternative that eliminates the costs and delays of probate and ensures that your loved ones will receive their inheritance promptly and exactly as you intended. This new edition has been completely updated to reflect the federal tax codes and up-to-the-minute developments in the legal system.

Make Your Own Living Trust

Author : Denis Clifford
ISBN : 9781413323399
Genre : Law
File Size : 29. 72 MB
Format : PDF, Docs
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People want to know about living trusts. They hear about them constantly in personal finance magazines and pitches for free seminars, but they have only a vague idea about what trusts are. This book explains how trusts work, who should use them, and how to make one.

How To Settle Your Living Trust

Author : Henry W. Abts
ISBN : 0809228440
Genre : Business & Economics
File Size : 50. 3 MB
Format : PDF, Kindle
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With samples and explanations of all the necessary documents, this guide provides everything readers need to know in order to dissolve and dispose of assets, understand legal and financial aspects of trusts, handle asset valuation, and more.

Your Living Trust And Estate Plan

Author : Harvey J. Platt
ISBN : 1581152116
Genre : Business & Economics
File Size : 89. 30 MB
Format : PDF, Kindle
Download : 840
Read : 959

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This completely up-to-date guide explains the latest strategies for using a living trust to create a flexible estate plan. The author clearly and concisely discusses the effects of The Economic Growth and Tax Relief Reconciliation Act of 2001 and the fundamentals of estate, financial, and tax planning in easy-to-understand terms, mapping out effective techniques for saving money and property, and including important subjects not covered in other books (such as estate planning for the HIV positive). Readers will learn strategies for reducing probate costs, creating flexible estate plans, and planning for disability. This valuable planning tool will make its readers more informed participants in the estate-planning process, pointing out the dangers of the “do-it-yourself” guides and reducing the risks involved in establishing a living trust. A glossary of significant legal terms is included.

The Living Trust Advisor

Author : Jeffrey L. Condon
ISBN : 9781119073949
Genre : Business & Economics
File Size : 46. 49 MB
Format : PDF, ePub
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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.

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