{"product_id":"the-living-trust-advisor-everything-you-and-your-financial-planner-need-to-know-about-your-living-trust-9781119073949","title":"The Living Trust Advisor: Everything You (and Your Financial Planner) Need to Know about Your Living Trust","description":"\u003cb\u003eA comprehensive guide to living trusts, with expert financial and legal guidance\u003c\/b\u003e \u003cp\u003e\u003ci\u003eThe Living Trust Advisor\u003c\/i\u003e 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 the extensive changes to the Estate Tax Law that have taken place since the initial publication, giving you the most up-to-date information and guidance on preserving your wealth and helping your heirs avoid estate tax liability. You'll develop a vision for your trust before you ever meet with an attorney or other key players, and learn how to establish and maintain a trust that remains rock-solid for your lifetime and beyond. \u003c\/p\u003e\u003cp\u003eAs the living trust has replaced the will as the primary means of settling after-death estates, clear guidance and current legal information is of utmost importance for advisors and clients alike. This book is a valuable resource for every stage of planning and execution, helping you ensure that you provide for your beneficiaries the way you intend. \u003c\/p\u003e\u003cul\u003e \u003cli\u003eKnow what to think about before your first meeting with a lawyer\u003c\/li\u003e \u003cli\u003eEstablish and manage your living trust to carry out your wishes\u003c\/li\u003e \u003cli\u003eIdentify potential inheritance problems and build solutions into the trust\u003c\/li\u003e \u003cli\u003eDistribute assets to future generations, and protect them after the transfer\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eDealing with complex financial and legal issues while facing our own mortality is a difficult task, but making these decisions is critical to the future outcome of your estate. \u003ci\u003eThe Living Trust Advisor\u003c\/i\u003e expertly guides you through the process so you can be confident that your wishes will be carried out.\u003cbr\u003e\u003cbr\u003e\u003cbr\u003e\u003cb\u003eAbout the Author\u003c\/b\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e \u003cb\u003eJEFFREY L. CONDON, ESQ.\u003c\/b\u003e has practiced in trust, estate, and probate law since 1987 at the law offices of Condon \u0026amp; Condon in Santa Monica, California. With his late father, Gerald M. Condon, he is the coauthor of \u003ci\u003eBeyond the Grave: The Right Way and the Wrong Way of Leaving Money to Your Children (and Others)\u003c\/i\u003e, the bestselling inheritance planning book in American publishing history, which the \u003ci\u003eWall Street Journal\u003c\/i\u003e called the \"best estate planning book in America.\" When not tending to his clients' Living Trusts and inheritance matters, Jeffrey enjoys swimming 3,000 meters daily with Southern California Aquatics, dining with his lovely girlfriend, Kim, listening to '70s and '80s pop music, getting together with his lifelong friends, and finding opportunities to spend quality time with his grown children. \u003c\/p\u003e\u003cbr\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":50461884711186,"sku":"9781119073949","price":28.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0831\/4771\/8930\/files\/img_084b9bea-ff2f-4016-b8e3-9c88a4709e77.jpg?v=1730082962","url":"https:\/\/surprise-castle.myshopify.com\/products\/the-living-trust-advisor-everything-you-and-your-financial-planner-need-to-know-about-your-living-trust-9781119073949","provider":"Surprise Castle","version":"1.0","type":"link"}