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"Save your family time, money and headaches. Unlike a will, a living trust lets your family bypass probate court-which saves everyone money, delay, and hassle. Whether you are single or part of a couple, Make Your Own Living Trust can help you make a living trust that's valid in your state."--Back cover.
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Setting your goals. Selecting your estate planning goals ; Personal concerns and estate planning -- Laying the groundwork. Special property ownership rules for married people ; Inventorying your property ; Your beneficiaries -- Children -- Wills -- Probate and how to avoid it. Probate and why you want to avoid it ; Living trusts ; Joint tenancy and tenancy by the entirety ; Pay-on-death designations, registrations, and deeds ; Life insurance ; Retirement...
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Living Trusts for Everyone, Second Edition, is the best resource for setting up a living trust. Explaining in specific terms what benefits a trust will have, Ronald Farrington Sharp gives the tools necessary to settle a loved one's trust with no lawyers and no expense.
6) Your living trust & estate plan: how to maximize your family's assets and protect your loved ones
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English
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Description
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...
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a"Have you ever considered the advantages of creating a living trust? In order to help readers protect themselves from both probate and long-term care, Farr delves into the many details one should know when setting up a living trust. He also outlines his Living Trust Plus Asset Protection Trust, which is the only type of self-settled asset protection trust that allows a settler to avoid probate and retain an interest in the trust while also protecting...
Author
Pub. Date
[2023]
Language
English
Description
"This guide shows the reader how to administer a living trust step by step. It discusses how to: decide whether to take on the job of trustee; set up ongoing trusts for surviving spouses, children, or beneficiaries with special needs; invest trust assets; get help from lawyers, financial planners, and other experts; handle taxes and prepare accountings; work effectively with beneficiaries; and distribute trust property. Includes summaries of state...
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Description
Living trusts are popular estate planning tools, but when you're chosen to serve as a trustee, you might wonder where to begin. The Trustee's Legal Companion has everything you need to get organized, get started, and get the job done. You'll learn how to: decide whether to take on the job of trustee, set up ongoing trusts for surviving spouses, children, or beneficiaries with special needs, invest trust assets, get help from lawyers, financial planners,...
14) Beyond the grave: the right way and the wrong way of leaving money to your children (and others)
Author
Pub. Date
[2014]
Language
English
Description
This expert, one-of-a-kind handbook shows you how to ensure that your inheritance instructions will be carried out the way you want them to be; protect your children's inheritance from creditors, ex-spouses, addictions, tax troubles, mismanagement, squandering, and other risks of loss; prevent family conflict that can arise when parents die and children divide the "family money"; leave more money to your children and grandchildren, and less to the...
20) The living trust kit: save taxes, avoid probate, and ensure financial security for your loved ones
Author
Pub. Date
2004.
Language
English
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