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The living trust advisor : everything you (and your financial planner) need to know about your living trust / / Jeffrey L. Condon
| The living trust advisor : everything you (and your financial planner) need to know about your living trust / / Jeffrey L. Condon |
| Autore | Condon Jeffrey L. |
| Edizione | [Second edition.] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : John Wiley & Sons, Incorporated, , [2016] |
| Descrizione fisica | 1 online resource (328 p.) |
| Disciplina | 346.7305/2 |
| Soggetto topico |
Living trusts - United States
Estate planning - United States |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-119-09331-7
1-119-09328-7 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Title Page; Copyright; Dedication; Pregame Warm-Up: Or, Read This Before You Read This Book; The Big Game: Living and Dying with Your Living Trust; A Few Things You Should Know about My Coaching Style; Your Final Locker Room Pep Talk Before Training Begins; Acknowledgments; For Those without Whom This Revised Edition Wouldn't Exist; For Those Who Happen to Be My Children; For Those Who Made the Cut; The First Quarter: Establishing Your Living Trust; Chapter 1: How You Established Your Living Trust Without a Clear Understanding of What It Is and How It Works; What Does It All Mean?
The Self-Drafted Living Trust-Don't Do It!You Might Have Living Trust Training, but You Haven't Been Trained My Way!; Chapter 2: What Does the Living Trust Do, and How Does It Do It?; A Simple Explanation; It's an After-Death Power of Attorney, but It's Not; Chapter 3: Do You Really Need a Living Trust?; The Reasons Why a Living Trust Is a No-Brainer; So, What's Not to Like?; Putting Your House in Joint Tenancy with Your Child Is This Side of Insanity; In Summary; Chapter 4: Establishing Your Living Trust; Your First Homework Assignment: Selecting Your Living Trust Attorney Your Second Homework Assignment: Making Sure Your Living Trust Document Contains the Bare Minimum of RequirementsAfter You Have Finished Your Homework; Chapter 5: Who Should You Select as the Lifetime Agent of Your Living Trust?; Your Lifetime Agent's Duty to Accomplish the Three Ps of Asset Management; The Not Very Scientific Method of Selecting the Lifetime Agent of Your Living Trust; Do You Trust Your Children to Watch Your Back (Financially Speaking)?; Can You Trust Your Friend to Protect You?; A Good Alternative Chapter 6: You Can Select Your Children as Your After-Death Agent, but Will They Carry Out Your Living Trust's Inheritance Instructions?Selecting Your Children as Your After-Death Agent; "My Properties . . . My Pyramid"; "Your Money Is Family Money"; "That Was Our Parents' Wish . . . Not Our Wish"; "I Got Robbed-and My Own Kid Is the Bandit"; The Indelible Conclusion: Money Changes Everything; The Second Quarter: Living with Your Living Trust During the Lifetimes of You and Your Spouse; Chapter 7: Functions of Your Living Trust While Both You and Your Spouse Are Alive Situation 1: Revoking Your Living TrustSituation 2: Amending Your Living Trust; Situation 3: Either You or Your Spouse No Longer Acts as a Co-Trustee; The Low-Maintenance Living Trust; Chapter 8: The Five Concerns about the Real Estate You Transferred to Your Living Trust; First Concern: Owning Your Living Trust Real Estate; Second Concern: Transferring Real Estate to Your Living Trust without Risk of Property Tax Reassessment; Third Concern: Selling Living Trust Real Estate; Fourth Concern: Refinancing Living Trust Real Estate Fifth Concern: Requiring the Signatures of Both You and Your Spouse to Sell Living Trust Real Estate |
| Record Nr. | UNINA-9910465871703321 |
Condon Jeffrey L.
|
||
| Hoboken, New Jersey : , : John Wiley & Sons, Incorporated, , [2016] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
The living trust advisor : everything you (and your financial planner) need to know about your living trust / / Jeffrey L. Condon
| The living trust advisor : everything you (and your financial planner) need to know about your living trust / / Jeffrey L. Condon |
| Autore | Condon Jeffrey L. |
| Edizione | [Second edition.] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : John Wiley & Sons, Incorporated, , [2016] |
| Descrizione fisica | 1 online resource (328 p.) |
| Disciplina | 346.7305/2 |
| Soggetto topico |
Living trusts - United States
Estate planning - United States |
| ISBN |
1-119-09331-7
1-119-09328-7 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Title Page; Copyright; Dedication; Pregame Warm-Up: Or, Read This Before You Read This Book; The Big Game: Living and Dying with Your Living Trust; A Few Things You Should Know about My Coaching Style; Your Final Locker Room Pep Talk Before Training Begins; Acknowledgments; For Those without Whom This Revised Edition Wouldn't Exist; For Those Who Happen to Be My Children; For Those Who Made the Cut; The First Quarter: Establishing Your Living Trust; Chapter 1: How You Established Your Living Trust Without a Clear Understanding of What It Is and How It Works; What Does It All Mean?
The Self-Drafted Living Trust-Don't Do It!You Might Have Living Trust Training, but You Haven't Been Trained My Way!; Chapter 2: What Does the Living Trust Do, and How Does It Do It?; A Simple Explanation; It's an After-Death Power of Attorney, but It's Not; Chapter 3: Do You Really Need a Living Trust?; The Reasons Why a Living Trust Is a No-Brainer; So, What's Not to Like?; Putting Your House in Joint Tenancy with Your Child Is This Side of Insanity; In Summary; Chapter 4: Establishing Your Living Trust; Your First Homework Assignment: Selecting Your Living Trust Attorney Your Second Homework Assignment: Making Sure Your Living Trust Document Contains the Bare Minimum of RequirementsAfter You Have Finished Your Homework; Chapter 5: Who Should You Select as the Lifetime Agent of Your Living Trust?; Your Lifetime Agent's Duty to Accomplish the Three Ps of Asset Management; The Not Very Scientific Method of Selecting the Lifetime Agent of Your Living Trust; Do You Trust Your Children to Watch Your Back (Financially Speaking)?; Can You Trust Your Friend to Protect You?; A Good Alternative Chapter 6: You Can Select Your Children as Your After-Death Agent, but Will They Carry Out Your Living Trust's Inheritance Instructions?Selecting Your Children as Your After-Death Agent; "My Properties . . . My Pyramid"; "Your Money Is Family Money"; "That Was Our Parents' Wish . . . Not Our Wish"; "I Got Robbed-and My Own Kid Is the Bandit"; The Indelible Conclusion: Money Changes Everything; The Second Quarter: Living with Your Living Trust During the Lifetimes of You and Your Spouse; Chapter 7: Functions of Your Living Trust While Both You and Your Spouse Are Alive Situation 1: Revoking Your Living TrustSituation 2: Amending Your Living Trust; Situation 3: Either You or Your Spouse No Longer Acts as a Co-Trustee; The Low-Maintenance Living Trust; Chapter 8: The Five Concerns about the Real Estate You Transferred to Your Living Trust; First Concern: Owning Your Living Trust Real Estate; Second Concern: Transferring Real Estate to Your Living Trust without Risk of Property Tax Reassessment; Third Concern: Selling Living Trust Real Estate; Fourth Concern: Refinancing Living Trust Real Estate Fifth Concern: Requiring the Signatures of Both You and Your Spouse to Sell Living Trust Real Estate |
| Record Nr. | UNINA-9910798161903321 |
|
Condon Jeffrey L.
|
||
| Hoboken, New Jersey : , : John Wiley & Sons, Incorporated, , [2016] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
The living trust advisor : everything you (and your financial planner) need to know about your living trust / / Jeffrey L. Condon
| The living trust advisor : everything you (and your financial planner) need to know about your living trust / / Jeffrey L. Condon |
| Autore | Condon Jeffrey L. |
| Edizione | [Second edition.] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : John Wiley & Sons, Incorporated, , [2016] |
| Descrizione fisica | 1 online resource (328 p.) |
| Disciplina | 346.7305/2 |
| Soggetto topico |
Living trusts - United States
Estate planning - United States |
| ISBN |
1-119-09331-7
1-119-09328-7 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Title Page; Copyright; Dedication; Pregame Warm-Up: Or, Read This Before You Read This Book; The Big Game: Living and Dying with Your Living Trust; A Few Things You Should Know about My Coaching Style; Your Final Locker Room Pep Talk Before Training Begins; Acknowledgments; For Those without Whom This Revised Edition Wouldn't Exist; For Those Who Happen to Be My Children; For Those Who Made the Cut; The First Quarter: Establishing Your Living Trust; Chapter 1: How You Established Your Living Trust Without a Clear Understanding of What It Is and How It Works; What Does It All Mean?
The Self-Drafted Living Trust-Don't Do It!You Might Have Living Trust Training, but You Haven't Been Trained My Way!; Chapter 2: What Does the Living Trust Do, and How Does It Do It?; A Simple Explanation; It's an After-Death Power of Attorney, but It's Not; Chapter 3: Do You Really Need a Living Trust?; The Reasons Why a Living Trust Is a No-Brainer; So, What's Not to Like?; Putting Your House in Joint Tenancy with Your Child Is This Side of Insanity; In Summary; Chapter 4: Establishing Your Living Trust; Your First Homework Assignment: Selecting Your Living Trust Attorney Your Second Homework Assignment: Making Sure Your Living Trust Document Contains the Bare Minimum of RequirementsAfter You Have Finished Your Homework; Chapter 5: Who Should You Select as the Lifetime Agent of Your Living Trust?; Your Lifetime Agent's Duty to Accomplish the Three Ps of Asset Management; The Not Very Scientific Method of Selecting the Lifetime Agent of Your Living Trust; Do You Trust Your Children to Watch Your Back (Financially Speaking)?; Can You Trust Your Friend to Protect You?; A Good Alternative Chapter 6: You Can Select Your Children as Your After-Death Agent, but Will They Carry Out Your Living Trust's Inheritance Instructions?Selecting Your Children as Your After-Death Agent; "My Properties . . . My Pyramid"; "Your Money Is Family Money"; "That Was Our Parents' Wish . . . Not Our Wish"; "I Got Robbed-and My Own Kid Is the Bandit"; The Indelible Conclusion: Money Changes Everything; The Second Quarter: Living with Your Living Trust During the Lifetimes of You and Your Spouse; Chapter 7: Functions of Your Living Trust While Both You and Your Spouse Are Alive Situation 1: Revoking Your Living TrustSituation 2: Amending Your Living Trust; Situation 3: Either You or Your Spouse No Longer Acts as a Co-Trustee; The Low-Maintenance Living Trust; Chapter 8: The Five Concerns about the Real Estate You Transferred to Your Living Trust; First Concern: Owning Your Living Trust Real Estate; Second Concern: Transferring Real Estate to Your Living Trust without Risk of Property Tax Reassessment; Third Concern: Selling Living Trust Real Estate; Fourth Concern: Refinancing Living Trust Real Estate Fifth Concern: Requiring the Signatures of Both You and Your Spouse to Sell Living Trust Real Estate |
| Record Nr. | UNINA-9910815839503321 |
|
Condon Jeffrey L.
|
||
| Hoboken, New Jersey : , : John Wiley & Sons, Incorporated, , [2016] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||