The Living Trust Advisor: Everything You Need to Know About Your Living Trust-

  • Title: The Living Trust Advisor: Everything You Need to Know About Your Living Trust
  • Author:
  • Released: 2009-05-18
  • Language:
  • Pages: 292
  • ISBN:
  • ISBN13:
  • ASIN: B0096C9L6W

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From the Inside Flap

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.

From the Back Cover

Praise for The Living Trust Advisor

"The Living Trust Advisor is a necessary survival guide in the inheritance arena for every American in these turbulent economic times."
—Congressman Thaddeus McCotter

"Living trusts can be the most important part of an estate plan–saving time and money by reducing or eliminating estate taxes and by avoiding probate. For all those who have or are considering a living trust, The Living Trust Advisor is an invaluable source and an essential tool for any estate plan. Your beneficiaries will thank you."
—Angelique M. Neal,

former attorney with the IRS,

Office of Chief Counsel, Los Angeles

"In The Living Trust Advisor Jeffrey Condon not only shows how to make the baffling world of trusts work for the average person, but gives invaluable advice on navigating the complex web of family emotions that inevitably come to the surface in estate planning. His expert advice and guidance should be on the bookshelf of anyone who needs more than just a basic will."
—Brian J. O'Connor,

Personal Finance Editor, The Detroit News

"Jeffrey Condon bonds with the reader on a level that encourages our complete trust in his trust instructions. In this book, he wisely walks readers through all of the pitfalls, tax implications, changes that may occur, and subsequent legal implications. The Living Trust Advisor is a fine and entertaining read as well as an indispensable resource for everyone in need of advice and compassion in making a will or a trust."
—Grady Harp,

Reviewer for Amazon, Barnes and Noble, Powells, Reuters, USA Today, and Blogging Authors, Author of War Songs, and contributor of essays to museum catalogues

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