Download or read book AARP The Living Trust Advisor written by Jeffrey L. Condon and published by John Wiley & Sons. This book was released on 2011-12-20 with total page 266 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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: Address the numerous issues that should be considered before first meeting with a living trust lawyer and other key players in this arena Establish and manage your living trust over the course of your life as well as prepare it to carry out your financial wishes once you and your spouse have passed on Identify potential inheritance problems now, so you can build solutions into your living trust before it's too late Distribute living trust assets to future generations and protect those assets once the transfer is complete And much more 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.
Download or read book Aarp the Living Trust Advisor written by Condon and published by . This book was released on 2011-10-04 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Living Trust Advisor written by Jeffrey L. Condon and published by John Wiley & Sons. This book was released on 2011-01-06 with total page 299 pages. Available in PDF, EPUB and Kindle. Book excerpt: Praise for The Living Trust Advisor "The Living Trust Advisor is a necessary survival guide in the inheritance arena for every American in these turbulent economic times." --Congressman Thaddeus McCotter "Living trusts can be the most important part of an estate plan-saving time and money by reducing or eliminating estate taxes and by avoiding probate. For all those who have or are considering a living trust, The Living Trust Advisor is an invaluable source and an essential tool for any estate plan. Your beneficiaries will thank you." --Angelique M. Neal, former attorney with the IRS, Office of Chief Counsel, Los Angeles "In The Living Trust Advisor Jeffrey Condon not only shows how to make the baffling world of trusts work for the average person, but gives invaluable advice on navigating the complex web of family emotions that inevitably come to the surface in estate planning. His expert advice and guidance should be on the bookshelf of anyone who needs more than just a basic will." --Brian J. O'Connor, Personal Finance Editor, The Detroit News "Jeffrey Condon bonds with the reader on a level that encourages our complete trust in his trust instructions. In this book, he wisely walks readers through all of the pitfalls, tax implications, changes that may occur, and subsequent legal implications. The Living Trust Advisor is a fine and entertaining read as well as an indispensable resource for everyone in need of advice and compassion in making a will or a trust." --Grady Harp, Reviewer for Amazon, Barnes and Noble, Powells, Reuters, USA Today, and Blogging Authors, Author of War Songs, and contributor of essays to museum catalogues
Download or read book AARP Crash Course in Estate Planning written by Michael T. Palermo and published by Sterling Publishing Company, Inc.. This book was released on 2008-02 with total page 276 pages. Available in PDF, EPUB and Kindle. Book excerpt: Lawyer and financial planner Michael T. Palermo explains everything you need to know about wills, trusts, and more.
Download or read book The Living Trust Advisor written by Jeffrey L. Condon and published by John Wiley & Sons. This book was released on 2016-03-25 with total page 319 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Download or read book Navigating Your Later Years For Dummies written by Carol Levine and published by John Wiley & Sons. This book was released on 2021-01-11 with total page 176 pages. Available in PDF, EPUB and Kindle. Book excerpt: Make your later years your best! As many people live longer, they have more choices than ever before to make their later years more fulfilling. With AARP’s Navigating Your Later Years For Dummies, Portable Edition,you discover the many options you have for living independently, getting the best healthcare, and determining what legal papers and insurance you need. You don’t need to make these types of decisions alone. This handy resource also gives you expert advice on how to review your choices and discuss them with loved ones. This practical guide gives you advice on how to Downsize and declutter your home, talking to your family about what they want—and don’t want Decide whether to stay in your home or move to a retirement community Create wills, trusts, advance directives, and living wills Determine when it’s time to let someone else do the driving Facing the changes that come with aging can be tough, but you can make the most of this special time of your life. Navigating Your Later Years For Dummies, Portable Edition, gives you the information you need to stroll confidently into your future.
Download or read book Planning For Long Term Care For Dummies written by Carol Levine and published by John Wiley & Sons. This book was released on 2014-02-19 with total page 360 pages. Available in PDF, EPUB and Kindle. Book excerpt: Expert advice on planning for your own or a relative’s future care needs As we live longer and healthier lives, planning for the long term has never been more important. Planning gives you more control, but it’s not easy to find accurate information and answers to your questions. That’s where AARP’s Planning For Long-Term Care For Dummies comes in. This comprehensive guide gives you questions to ask yourself and others about how best to achieve your goals, whether you have immediate needs or can take some time to sort out the possibilities. The book Covers home modifications so that you can stay at home safely for as long as you like Lays out the opportunities and costs associated with independent living, assisted living, and other options Gives you a range of driving and transportation alternatives Sorts out the various sources of care at home Helps you navigate the healthcare system Reviews the legal documents you should prepare and update Helps you determine whether you need long-term care insurance Offers checklists and other resources to help you make decisions Gives you guidance on how to talk to your family about sensitive issues If you're looking for trusted information on how to prepare for the future care needs for yourself or a relative, this sensitive, realistic, and authoritative guide will start you on the right road.
Download or read book AARP JK Lasser s New Rules for Estate and Tax Planning written by Stewart H. Welch, III and published by John Wiley & Sons. This book was released on 2012-04-17 with total page 260 pages. Available in PDF, EPUB and Kindle. Book excerpt: AARP Digital Editions offer you practical tips, proven solutions, and expert guidance. A complete guide to planning an estate under today's tax rules When it comes to an estate (no matter how big or small it may be) nothing should be left to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialists Harold Apolinsky and Craig Stephens and expert financial planner Stewart Welch III know this better than anyone else, and in the revised and updated edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers a wealth of important issues. Reveals how new legislation will impact inheritances and trusts and offers guidance for estate and generation-skipping tax planning Explains the role of wills, executors, and trusts and shows how to treat charitable contributions Outlines the do's and don'ts of gifting and explains life insurance and retirement planning Filled with in-depth insights and expert advice, this book will show how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.
Download or read book Love Your Age written by Barbara Hannah Grufferman and published by Disney Electronic Content. This book was released on 2018-02-13 with total page 508 pages. Available in PDF, EPUB and Kindle. Book excerpt: Filled with healthy habits to help you take charge of your life with wit, energy, and confidence, this inspiring guide will show you how to look, feel, and be your best in a busy, fast-paced world. Warm, engaging, and user-friendly, this powerful, practical guide to aging gracefully will be an indispensable resource for anyone looking to live their best life. Featuring more than a hundred easy-to-adopt "small steps" -- the foundation for ingrained habits that will yield longer, happier, and healthier years - this book will help enrich your life, from health and fitness to style, work and relationships. From checking in with your doctors to changing your fitness routine, cooling hot flashes, tackling social media and updating your wardrobe, transformation really does begin with one step - and Grufferman provides an easy formula for making and breaking the right habits. Packed with expert tips, myth busters, checklists, real-life anecdotes, and sage wisdom, this book offers a new approach to life after 40 that will inspire, rejuvenate, and energize. Winner of the Excel Book Award for General Excellence by the Association of Media & Publishing
Download or read book AARP Love and Meaning after 50 written by Julia L. Mayer and published by Hachette Go. This book was released on 2020-08-04 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: Sustain loving relationships and set yourself up for emotional wellness in your fifties, sixties, and beyond with this valuable collection of advice from two psychology experts. "Drs. Mayer and Jacobs use their clinical wisdom and story-telling abilities to bring to life the challenges for couples as they age. Their advice will help strengthen long-term relationships to combat the rising trend of Gray Divorce."--Janis Abrahms Spring, PhD, author of After the Affair and Life with Pop With couples divorcing at higher rates than any generation before, and longer lifespans leaving people unwilling to settle for an unsatisfying partner, it's more important than ever to refocus and strengthen your relationship. The only question is: how? In AARP Love and Meaning after 50, husband-wife psychologist team Julia Mayer and Barry Jacobs -- with 50+ years of experience between them -- identify the 10 most common challenges to sustain loving relationships: The Empty Nest * Extended Family * Finances * InfidelityRetirement * Downsizing and Relocating * SexHealth Concerns * Caregiving * Loss of Loved Ones AARP Love and Meaning after 50 offers insights and anecdotes, do it yourself assessments and follow-up exercises, and tips for connecting through the difficult times. With this book, you'll find deeper meaning and greater satisfaction for the decades ahead--together.
Download or read book The Living Trust written by Henry W. Abts and published by McGraw-Hill/Contemporary. This book was released on 1993 with total page 372 pages. Available in PDF, EPUB and Kindle. Book excerpt: ". . . is unquestionably the layman's most nearly complete source on living trusts. . . . Recommended reading for anyone who wants to maximize his net estate left to heirs, speed asset distribution after death, avoid will challenges, minimize estate costs, and maintain privacy." -- Robert Bruss, Esq., and Nationally Syndicated Real Estate Columnist Chicago Tribune ". . . presents in clear, concise, and readable language what every person needs to know. I heartily recommend it as required reading for every caring husband, wife, parent--all those with an estate to pass along to heirs." -- Byron Countryman, Esq. Countryman and McDaniel Attorneys at Law, Los Angeles Why The Living Trust Is So Important You may think your heirs have been well provided for, but did you know that: Your loved ones may have to wait more than two years before receiving a penny from your estate--even though you have left a legally valid will? Costs of probating your will may eat up more than 10 percent of your estate-money your heirs will never receive? The specific instructions of your bequest may be contested or changed completely--even though clearly spelled out in your will? Once a will is probated, it becomes a matter of public record--anyone can access the information just by going to the courthouse and asking for your tile? A will cannot help you in life? If you become incapacitated or your judgment comes into question, it becomes a matter for the courts to decide and is, again, a very public process. A Living Trust is 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. It is also the only estate planning tool that allows you to plan for your own incapacity or for avoiding competency hearings. When The Living Trust was published in 1989, it quickly became the bible on how to avoid probate. This updated edition includes information on the new IRA Q-TIP Trust, the Spousal and Family Support Trust, and the Family Limited Partnership. In addition, there is new material on the Charitable Remainder Trust (to preserve a large estate), the Gift Trust (to reduce the impact of inflation), protection for the handicapped, and a checklist of more than 150 "must" provisions that separate a good Living Trust from a bad one. Also included is up-to-date information about trusts for unmarried couples, placing assets in your trust, what should never be placed in your trust, and much, much more. A nationally recognized authority on Living Trusts, Henry W. Abts III is chairman and founder of The Estate Plan, the nation's oldest and largest Living Trust production corporation, responsible for creating more than 25,000 Living Trusts. A graduate of the University of Southern California, Abts holds a master's degree from the Stanford University Graduate School of Business.
Download or read book Suze Orman s Protection Portfolio written by Suze Orman and published by . This book was released on 2002 with total page 166 pages. Available in PDF, EPUB and Kindle. Book excerpt: Suze Orman's Financial Package is a systematic approach for organising your essential documents. The Financial Package is very different from any other product of this type, because Suze has included three CDs that actually include the forms and instructions to create your own advanced directive with durable power of attorney for health care, financial power of attorney, will, and a trust.
Download or read book Caring for Your Parents written by Hugh Delehanty and published by Sterling Publishing Company, Inc.. This book was released on 2008 with total page 260 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Practical advice you can trust from the experts at AARP"--Cover.
Download or read book The Ultimate Retirement Guide for 50 written by Suze Orman and published by Hay House, Inc. This book was released on 2020-02-25 with total page 321 pages. Available in PDF, EPUB and Kindle. Book excerpt: The instant NEW YORK TIMES BESTSELLER WALL STREET JOURNAL BESTSELLER PUBLISHERS WEEKLY BESTSELLER USA TODAY BESTSELLER #1 PERSONAL FINANCE EXPERT Revised & Updated for 2023 THE PATH TO YOUR ULTIMATE RETIREMENT STARTS RIGHT HERE! Retirement today is more complex than ever before. It is most definitely not your parents' retirement. You will have to make decisions that weren't even part of the picture a generation ago. Without a clear-cut path to manage the money you’ve saved, you may feel like you're all on your own. Except you're not—because Suze Orman has your back. Suze is America's most recognized personal finance expert for a reason. She's been dispensing actionable advice for years to people seeking financial security. Now, in this revised and updated Ultimate Retirement Guide for 50+, which reflects recent changes in retirement rules passed by Congress, Suze gives you the no-nonsense advice and practical tools you need to plan wisely for your retirement in today's ever-changing landscape. You'll find new rules for downsizing, spending wisely, delaying Social Security benefits, and more—starting where you are right now. Suze knows money decisions are never just about money. She understands your hopes, your fears, your wishes, and your desires for your own life as well as for your loved ones. She will guide you on how to let go of regret and fear, and with her unparalleled knowledge and unique empathy, she will reveal practical and personal steps so you can always live your Ultimate Retirement life. "I wrote this book for you," Suze says. "The worried, the fearful, the anxious. I know you need help navigating the road ahead. I've helped steer people toward happy and secure retirements my whole life, and that's exactly what I want to do for you."
Download or read book The Living Trust Workbook written by Robert A. Esperti and published by Penguin Books. This book was released on 2001 with total page 356 pages. Available in PDF, EPUB and Kindle. Book excerpt: How you and your legal advisors can design, fund, and maintain your living trust plan and secure your family's future.
Download or read book Developing Affordable and Accessible Community Based Housing for Vulnerable Adults written by National Academies of Sciences, Engineering, and Medicine and published by National Academies Press. This book was released on 2017-09-08 with total page 109 pages. Available in PDF, EPUB and Kindle. Book excerpt: Accessible and affordable housing can enable community living, maximize independence, and promote health for vulnerable populations. However, the United States faces a shortage of affordable and accessible housing for low-income older adults and individuals living with disabilities. This shortage is expected to grow over the coming years given the population shifts leading to greater numbers of older adults and of individuals living with disabilities. Housing is a social determinant of health and has direct effects on health outcomes, but this relationship has not been thoroughly investigated. In December 2016, the National Academies of Sciences, Engineering, and Medicine convened a public workshop to better understand the importance of affordable and accessible housing for older adults and people with disabilities, the barriers to providing this housing, the design principles for making housing accessible for these individuals, and the features of programs and policies that successfully provide affordable and accessible housing that supports community living for older adults and people with disabilities. This publication summarizes the presentations and discussions from the workshop.
Download or read book Understanding Living Trusts written by Vickie Schumacher and published by Schumacher Publishing. This book was released on 1990 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.
