AARP The Living Trust Advisor (PDF)

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.