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Create a trust that provides financial security for a loved one with special needs without jeopardizing government benefits. The sixth edition provides eligibility requirements for government benefits, current resources, and a new perspective on when to make a trust independently and when to seek an attorney's help.
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Let’s face it: you can't avoid death or taxes. But you can create an estate plan that will make both a whole lot easier for your loved ones and put you in control of how your assets will get passed to your heirs. Here, Wall Street Journal personal-finance reporter Rachel Emma Silverman walks you step-by-step through the process. Chock-full of clear and solid advice on how to get the most out of the main estate planning tools - including wills,...
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"Have you ever considered the advantages of creating a living trust? In order to help readers protect themselves from both probate and long-term care, Farr delves into the many details one should know when setting up a living trust. He also outlines his Living Trust Plus Asset Protection Trust, which is the only type of self-settled asset protection trust that allows a settler to avoid probate and retain an interest in the trust while also protecting...
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The Living Trust Advisor is an expert guide for both advisors and their clients on the complex process of establishing, living with, and maintaining a living trust. Written by renowned family inheritance attorney Jeffrey L. Condon, this book discusses the various aspects of this important document, and shows you how to manage a seamless transfer of assets to various beneficiaries. This new second edition has been fully updated and revised to reflect...
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Planning for your family's future made easy!
If you're like most people, you want to be sure that, once you've passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you'll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable...
If you're like most people, you want to be sure that, once you've passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you'll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable...
36) Love & money: protecting yourself from angry exes, wacky relatives, con artists, and inner demons
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It is no secret that we are living in an increasingly litigious society. What may come as a surprise, though, is that we are far more likely to be involved in a costly legal dispute with a former loved one than we are with a stranger. In Love & Money, Ann-Margaret Carrozza will help you to easily understand and implement essential legal strategies to prevent you from doing legal battle with someone you once shared Thanksgiving dinner (or a pillow)...
38) Checklist for family survivors: a guide to practical and legal matters when someone you love dies
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When someone you love dies, dealing with the personal and financial affairs on top of the emotional trauma can be overwhelming. With this first-of-its-kind manual from the American Bar Association and AARP, you can take comfort in knowing that you can handle with ease the matters that arise upon your loved one's death. The personal record-keeping workbook, with an accompanying CD-ROM, walks you through the process step by step. The ABA/AARP Checklist...
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