The living trust advisor: everything you (and your financial planner) need to know about your living trust Edition: Second edition

Jeffrey L. Condon

★ 5.0 · 150 reads

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.

Request Code
ZLIB.IO18506193
Published
2022
Publisher
John Wiley & Sons City: United States
Pages
1
Language
English
Format
EPUB OCR:
ISBN-13
9781119093312
ISBN-10
1119093317