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The living trust advisor : everything you (and your financial planner) need to know about your living trust /
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 Jeffre...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Hoboken, New Jersey :
John Wiley & Sons, Inc.,
[2016]
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| Edición: | Second edition. |
| Temas: | |
| Acceso en línea: | Texto completo (Requiere registro previo con correo institucional) |
Tabla de Contenidos:
- 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.