AARP The Living Trust Advisor PDF Download
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Author: Jeffrey L. Condon
Publisher: John Wiley & Sons
ISBN: 111823099X
Category : Business & Economics
Languages : en
Pages : 266
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Book Description
AARP Digital Editions offer you practical tips, proven solutions, and expert guidance. 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.
Author: Jeffrey L. Condon
Publisher: John Wiley & Sons
ISBN: 111823099X
Category : Business & Economics
Languages : en
Pages : 266
Get Book Here
Book Description
AARP Digital Editions offer you practical tips, proven solutions, and expert guidance. 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.
Author: Michael T. Palermo
Publisher: Sterling Publishing Company, Inc.
ISBN: 9781402718380
Category : Law
Languages : en
Pages : 276
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Book Description
The Essential Guide to Wills, Trusts, and you personal legacy. What you need to know before consulting you attorney.
Author: Condon
Publisher:
ISBN: 9781118230893
Category :
Languages : en
Pages :
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Book Description
Author: Barbara Hannah Grufferman
Publisher: Disney Electronic Content
ISBN: 1426219601
Category : Family & Relationships
Languages : en
Pages : 508
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Book Description
Filled with healthy habits to help you take charge of your life with wit, energy, and confidence, this inspiring guide will show you how to look, feel, and be your best in a busy, fast-paced world. Warm, engaging, and user-friendly, this powerful, practical guide to aging gracefully will be an indispensable resource for anyone looking to live their best life. Featuring more than a hundred easy-to-adopt "small steps" -- the foundation for ingrained habits that will yield longer, happier, and healthier years - this book will help enrich your life, from health and fitness to style, work and relationships. From checking in with your doctors to changing your fitness routine, cooling hot flashes, tackling social media and updating your wardrobe, transformation really does begin with one step - and Grufferman provides an easy formula for making and breaking the right habits. Packed with expert tips, myth busters, checklists, real-life anecdotes, and sage wisdom, this book offers a new approach to life after 40 that will inspire, rejuvenate, and energize. Winner of the Excel Book Award for General Excellence by the Association of Media & Publishing
Author: Carol Levine
Publisher: John Wiley & Sons
ISBN: 1119810159
Category : Medical
Languages : en
Pages : 176
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Book Description
Make your later years your best! As many people live longer, they have more choices than ever before to make their later years more fulfilling. With AARP’s Navigating Your Later Years For Dummies, Portable Edition,you discover the many options you have for living independently, getting the best healthcare, and determining what legal papers and insurance you need. You don’t need to make these types of decisions alone. This handy resource also gives you expert advice on how to review your choices and discuss them with loved ones. This practical guide gives you advice on how to Downsize and declutter your home, talking to your family about what they want—and don’t want Decide whether to stay in your home or move to a retirement community Create wills, trusts, advance directives, and living wills Determine when it’s time to let someone else do the driving Facing the changes that come with aging can be tough, but you can make the most of this special time of your life. Navigating Your Later Years For Dummies, Portable Edition, gives you the information you need to stroll confidently into your future.
Author: Julia L. Mayer
Publisher: Hachette Go
ISBN: 0738286176
Category : Family & Relationships
Languages : en
Pages : 232
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Book Description
Sustain loving relationships and set yourself up for emotional wellness in your fifties, sixties, and beyond with this valuable collection of advice from two psychology experts. "Drs. Mayer and Jacobs use their clinical wisdom and story-telling abilities to bring to life the challenges for couples as they age. Their advice will help strengthen long-term relationships to combat the rising trend of Gray Divorce."--Janis Abrahms Spring, PhD, author of After the Affair and Life with Pop With couples divorcing at higher rates than any generation before, and longer lifespans leaving people unwilling to settle for an unsatisfying partner, it's more important than ever to refocus and strengthen your relationship. The only question is: how? In AARP Love and Meaning after 50, husband-wife psychologist team Julia Mayer and Barry Jacobs -- with 50+ years of experience between them -- identify the 10 most common challenges to sustain loving relationships: The Empty Nest * Extended Family * Finances * InfidelityRetirement * Downsizing and Relocating * SexHealth Concerns * Caregiving * Loss of Loved Ones AARP Love and Meaning after 50 offers insights and anecdotes, do it yourself assessments and follow-up exercises, and tips for connecting through the difficult times. With this book, you'll find deeper meaning and greater satisfaction for the decades ahead--together.
Author: Suze Orman
Publisher:
ISBN: 9781401901189
Category : Business & Economics
Languages : en
Pages : 166
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Book Description
Suze Orman's Financial Package is a systematic approach for organising your essential documents. The Financial Package is very different from any other product of this type, because Suze has included three CDs that actually include the forms and instructions to create your own advanced directive with durable power of attorney for health care, financial power of attorney, will, and a trust.
Author: National Academies of Sciences, Engineering, and Medicine
Publisher: National Academies Press
ISBN: 030945980X
Category : Medical
Languages : en
Pages : 109
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Book Description
Accessible and affordable housing can enable community living, maximize independence, and promote health for vulnerable populations. However, the United States faces a shortage of affordable and accessible housing for low-income older adults and individuals living with disabilities. This shortage is expected to grow over the coming years given the population shifts leading to greater numbers of older adults and of individuals living with disabilities. Housing is a social determinant of health and has direct effects on health outcomes, but this relationship has not been thoroughly investigated. In December 2016, the National Academies of Sciences, Engineering, and Medicine convened a public workshop to better understand the importance of affordable and accessible housing for older adults and people with disabilities, the barriers to providing this housing, the design principles for making housing accessible for these individuals, and the features of programs and policies that successfully provide affordable and accessible housing that supports community living for older adults and people with disabilities. This publication summarizes the presentations and discussions from the workshop.
Author: Stewart H. Welch, III
Publisher: John Wiley & Sons
ISBN: 1118278410
Category : Business & Economics
Languages : en
Pages : 260
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Book Description
AARP Digital Editions offer you practical tips, proven solutions, and expert guidance. A complete guide to planning an estate under today's tax rules When it comes to an estate (no matter how big or small it may be) nothing should be left to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialists Harold Apolinsky and Craig Stephens and expert financial planner Stewart Welch III know this better than anyone else, and in the revised and updated edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers a wealth of important issues. Reveals how new legislation will impact inheritances and trusts and offers guidance for estate and generation-skipping tax planning Explains the role of wills, executors, and trusts and shows how to treat charitable contributions Outlines the do's and don'ts of gifting and explains life insurance and retirement planning Filled with in-depth insights and expert advice, this book will show how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.
Author: Vickie Schumacher
Publisher: Schumacher Publishing
ISBN:
Category : Law
Languages : en
Pages : 230
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Book Description
Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.
