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