Family Trusts 101
Author | : Janet Xuccoa |
Publisher | : |
Total Pages | : 170 |
Release | : 2012-08 |
Genre | : Estate planning |
ISBN | : 9780473214661 |
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Author | : Janet Xuccoa |
Publisher | : |
Total Pages | : 170 |
Release | : 2012-08 |
Genre | : Estate planning |
ISBN | : 9780473214661 |
Author | : Vicki Cook |
Publisher | : Simon and Schuster |
Total Pages | : 272 |
Release | : 2021-08-03 |
Genre | : Business & Economics |
ISBN | : 1507216408 |
Discover the ins and outs of planning your own or your loved one’s last wishes with this easy-to-understand guide to estate planning. No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries, estate planning can ensure that your wishes are carried out when you are no longer around. With Estate Planning 101, you can get your affairs in order before any unfortunate incident occurs. This easy-to-understand guide comes with detailed information on what needs to be done to protect your estate. With information on creating a living will, minimizing estate taxes, choosing an executor, and more, you will be prepared for the future, no matter what it brings. Estate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way.
Author | : Hartley Goldstone |
Publisher | : John Wiley & Sons |
Total Pages | : 324 |
Release | : 2015-10-05 |
Genre | : Business & Economics |
ISBN | : 1119118263 |
An insightful and practical guide to family trusts Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love. Marrying the practical and emotional aspects of family wealth, this book provides a hands-on primer that focuses on fostering positive relationships, and structuring the trust appropriately for the situation and the people involved. It tackles difficult topics with frank and honest discussion, from the first beneficiary meeting to working with addictions, and more. Written by a team of experts in family wealth, this information is becoming increasingly crucial to the successful execution of a trust; you'll learn what type of person makes the best trustee, how to be an excellent beneficiary, and the technical aspects that help you build a better trust from the very beginning. There's been a staggering increase in trustee/beneficiary litigation and hostility, but that doesn't mean it's inevitable. Plenty of trusts are running smoothly, with positive experiences on all sides. This book shows you how to set up your trust to succeed from the start, with step-by-step guidance and expert insight. Express clear and thoughtful intent for the trust Create a healthy and supportive culture Select the right trustee, trust protector, and trust advisor Take the time to prepare before initially meeting the beneficiary Conduct a productive first meeting to set a tone for the relationship Historically, there has been little consideration given to the culture of trusts, and this oversight may be a key driver of the behavior that's becoming more prevalent. Family Trusts explores the nature of these relationships, and shows you how to build a trust that retains the nature and spirit with which it was intended.
Author | : Timothy Alles |
Publisher | : |
Total Pages | : 196 |
Release | : 2014 |
Genre | : Advance directives (Medical care) |
ISBN | : |
Author | : Joseph Bukowski |
Publisher | : |
Total Pages | : 0 |
Release | : 2019 |
Genre | : Estate planning |
ISBN | : |
Author | : Thomas J. Bayles |
Publisher | : |
Total Pages | : 119 |
Release | : 2012 |
Genre | : Estate planning |
ISBN | : |
Author | : Cameron R. Kelly |
Publisher | : |
Total Pages | : 0 |
Release | : 2016 |
Genre | : Estate planning |
ISBN | : |
Author | : Shelley D. Coelho |
Publisher | : |
Total Pages | : 184 |
Release | : 2019 |
Genre | : Estate planning |
ISBN | : |
Author | : Sean M. Burke |
Publisher | : |
Total Pages | : 108 |
Release | : 2015 |
Genre | : Estate planning |
ISBN | : |
Author | : Siobhan Briley |
Publisher | : |
Total Pages | : 117 |
Release | : 2017 |
Genre | : Estate planning |
ISBN | : |