Your Living Trust and Estate Plan 2012-2013: How to Maximize Your Family's Assets and Protect Your Loved Ones

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This revised fourth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a ?exible estate plan. With explanations of the latest tax laws, including the new Tax Relief Act, changes to the gift and generation skipping tax laws, and the new uni?ed tax schedule rate. This book maps out the most effective techniques for saving money and property and provides the essential details of successful estate planning.

Your Living Trust and Estate Plan 2011-2012 covers vital subjects not found in other books and discusses the components of and variations in living trusts, how to select beneficiaries, understanding the probate process, contributing to charities, life insurance, retirement benefits, ethical wills, dynasty trusts, postmortem planning, trust decanting, income tax planning, and offshore trusts.
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About the author

Harvey J. Platt is an attorney, a frequent lecturer on the subject of estate planning and living trusts, and the author of "Your Will and Estate Plan" and "Your Living Trust and Estate Plan" (Allworth Press). His rm, Platt & Platt, has an extensive practice concentrating in the eld of trusts and estates. Platt is a member of the National Academy of Elder Law Attorneys, co-chairperson of the New York State Association for Retarded Children Trust, and a member of the Association of the Bar of the City of New York. He lives in New York City.

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Additional Information

Publisher
Simon and Schuster
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Published on
Oct 25, 2011
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Pages
352
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ISBN
9781581158717
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Features
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Language
English
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Genres
Business & Economics / Insurance / Life
Business & Economics / Personal Finance / Budgeting
Business & Economics / Personal Finance / Investing
Business & Economics / Personal Finance / Money Management
Business & Economics / Personal Finance / Retirement Planning
Business & Economics / Personal Finance / Taxation
Law / Taxation
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Content Protection
This content is DRM protected.
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Eligible for Family Library

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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.

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