The living trust advisor: everything you (and your financial planner) need to know about your living trust [Second edition] 9781119073949, 9781119093282, 9781119093312, 1119073944
How you established your living trust without a clear nderstanding of what it is and how it works -- What does the livin
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English Pages xxviii, 388 pages ; 24 cm Year 2016;2015
![The living trust advisor: everything you (and your financial planner) need to know about your living trust [Second edition]
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Table of contents :
How you established your living trust without a clear nderstanding of what it is and how it works --
What does the living trust do, and how does it do it? --
Do you really meed a living trust? --
Establishing your living trust --
Who should you select as the lifetime agent of your living trust? --
You can select your children as your after-death agent, but will they carry out your living trust's inheritance instructions? --
Functions of your living trust while both you and your spouse are alive --
The five concerns about the real estate you transferred to our living trust --
Should you tell your children about your living trust? --
Will you divert your deceased spouse's half of the living trust assets from your offspring? --
The power to change your deceased spouse's inheritance instructions ... or not! --
Dealing with your living trust if you remarry --
Dealing with the estate tax return, splitting the living trust assets, and other tax stuff that you would rather just ignore after your spouse dies --
Distribution of your living trust after both you and your spouse are dead --
Don't intentionally leave your children unequal inheritances --
The accidental unequal inheritace --
Don't make a child who owes you money a debtor to your other children --
Do not leave your child an outright inheritance --
Using your living trust to force your child into a conventional lifestyle --
The success of the Third-Party irrevocable protection trust (PUPPET) depends on whom you've selected as the Third Party --
Who are your grandchildren? --
The IRS is back! and this time, it's for real! --
Who pays the estate tax? --
Question and answer time! --
A random sampling of cautionary tales form the inheritance arena.
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