Family Trusts

Family Trusts

Author: Hartley Goldstone

Publisher: John Wiley & Sons

Published: 2015-10-05

Total Pages: 324

ISBN-13: 1119118263

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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.


Book Synopsis Family Trusts by : Hartley Goldstone

Download or read book Family Trusts written by Hartley Goldstone and published by John Wiley & Sons. This book was released on 2015-10-05 with total page 324 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Make Your Own Living Trust

Make Your Own Living Trust

Author: Denis Clifford

Publisher: Nolo

Published: 2023-03-03

Total Pages: 257

ISBN-13: 1413330584

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Make Your Own Living Trust can help you make an individual or shared living trust that’s valid in your state, saving your family time, money, and headaches. You can use a living trust to name beneficiaries for property and set up property management for young people. In this way, a living trust is like a will. However, unlike a will, a living trust lets your family bypass probate court— which saves everyone money, delay, and hassle. Make Your Own Living Trust provides all of the plain English instructions, worksheets, and forms you need to create an individual or shared living trust and a basic will (for yourself and your family), without the need for a lawyer. Whether you are single or part of a couple, you can use this book to: decide whether a living trust is right for your family keep control over trust property while you live appoint someone to manage trust property, if needed name beneficiaries to inherit your assets set up property management for young beneficiaries, and learn how to transfer all types of assets to your trust, including real estate, stocks, jewelry, art, or business assets. Even if you prefer to hire a lawyer to draw up your trust, you can use this book to learn about living trusts before you go to the lawyer. Using the book to learn about living trusts will save you a considerable amount of money, compared to paying a lawyer to explain it to you. All of the explanations, instructions, and examples are in the book, and the forms are available for download details inside the book. The legal forms in this book are not valid in Louisiana, Canada, or the U.S. Territories.


Book Synopsis Make Your Own Living Trust by : Denis Clifford

Download or read book Make Your Own Living Trust written by Denis Clifford and published by Nolo. This book was released on 2023-03-03 with total page 257 pages. Available in PDF, EPUB and Kindle. Book excerpt: Make Your Own Living Trust can help you make an individual or shared living trust that’s valid in your state, saving your family time, money, and headaches. You can use a living trust to name beneficiaries for property and set up property management for young people. In this way, a living trust is like a will. However, unlike a will, a living trust lets your family bypass probate court— which saves everyone money, delay, and hassle. Make Your Own Living Trust provides all of the plain English instructions, worksheets, and forms you need to create an individual or shared living trust and a basic will (for yourself and your family), without the need for a lawyer. Whether you are single or part of a couple, you can use this book to: decide whether a living trust is right for your family keep control over trust property while you live appoint someone to manage trust property, if needed name beneficiaries to inherit your assets set up property management for young beneficiaries, and learn how to transfer all types of assets to your trust, including real estate, stocks, jewelry, art, or business assets. Even if you prefer to hire a lawyer to draw up your trust, you can use this book to learn about living trusts before you go to the lawyer. Using the book to learn about living trusts will save you a considerable amount of money, compared to paying a lawyer to explain it to you. All of the explanations, instructions, and examples are in the book, and the forms are available for download details inside the book. The legal forms in this book are not valid in Louisiana, Canada, or the U.S. Territories.

Family Trust

Family Trust

Author: Kathy Wang

Publisher: Bloomsbury Publishing

Published: 2018-11-01

Total Pages: 348

ISBN-13: 1789543428

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'A globe-trotting, whirlwind, tragi-comic family saga... A joy' ANDREW SEAN GREER. Meet Stanley Huang: Father, husband, ex-husband, man of unpredictable temper, aficionado of bargain luxury goods. He's just been diagnosed with cancer, and his family are dealing with the fall-out. Meet Stanley's family: Son Fred, a banker who never has enough money; daughter Kate, juggling a difficult boss and her two small children; ex-wife Linda, suspicious of Stanley's grand gestures; and second wife Mary, giver of foot rubs and ego massages. Meet Stanley's fortune: As the Huangs come to terms with Stanley's approaching death, they are starting to fear that there's a lot less in the pot than they thought. And that's a problem when you're living in one of the wealthiest parts of California... Spanning themes of culture, ambition, love and – most of all – family, this sparkling debut is a sharp, funny and loving portrait of modern Asian-American life. PRAISE FOR FAMILY TRUST: 'Silky in satire, the writing is biting, bristling, intelligent' Irish Times. 'A brilliant mashup of Crazy Rich Asians and Arrested Development... The best kind of family drama' Cristina Alger, author of The Banker's Wife. 'Deftly weaves together rich family drama, biting corporate satire and deeply felt immigrant story... A sharp, spirited and wholly original take on the American Dream' Jillian Medoff. 'A wicked and witty send up of Asian-American Silicon Valley elite, a delightful debut that Jane Austen would be proud of' Micah Perks.


Book Synopsis Family Trust by : Kathy Wang

Download or read book Family Trust written by Kathy Wang and published by Bloomsbury Publishing. This book was released on 2018-11-01 with total page 348 pages. Available in PDF, EPUB and Kindle. Book excerpt: 'A globe-trotting, whirlwind, tragi-comic family saga... A joy' ANDREW SEAN GREER. Meet Stanley Huang: Father, husband, ex-husband, man of unpredictable temper, aficionado of bargain luxury goods. He's just been diagnosed with cancer, and his family are dealing with the fall-out. Meet Stanley's family: Son Fred, a banker who never has enough money; daughter Kate, juggling a difficult boss and her two small children; ex-wife Linda, suspicious of Stanley's grand gestures; and second wife Mary, giver of foot rubs and ego massages. Meet Stanley's fortune: As the Huangs come to terms with Stanley's approaching death, they are starting to fear that there's a lot less in the pot than they thought. And that's a problem when you're living in one of the wealthiest parts of California... Spanning themes of culture, ambition, love and – most of all – family, this sparkling debut is a sharp, funny and loving portrait of modern Asian-American life. PRAISE FOR FAMILY TRUST: 'Silky in satire, the writing is biting, bristling, intelligent' Irish Times. 'A brilliant mashup of Crazy Rich Asians and Arrested Development... The best kind of family drama' Cristina Alger, author of The Banker's Wife. 'Deftly weaves together rich family drama, biting corporate satire and deeply felt immigrant story... A sharp, spirited and wholly original take on the American Dream' Jillian Medoff. 'A wicked and witty send up of Asian-American Silicon Valley elite, a delightful debut that Jane Austen would be proud of' Micah Perks.

Understanding Living Trusts

Understanding Living Trusts

Author: Vickie Schumacher

Publisher: Schumacher Publishing

Published: 1990

Total Pages: 230

ISBN-13:

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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.


Book Synopsis Understanding Living Trusts by : Vickie Schumacher

Download or read book Understanding Living Trusts written by Vickie Schumacher and published by Schumacher Publishing. This book was released on 1990 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

The Living Trust Workbook

The Living Trust Workbook

Author: Robert A. Esperti

Publisher: Penguin Books

Published: 2001

Total Pages: 356

ISBN-13:

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How you and your legal advisors can design, fund, and maintain your living trust plan and secure your family's future.


Book Synopsis The Living Trust Workbook by : Robert A. Esperti

Download or read book The Living Trust Workbook written by Robert A. Esperti and published by Penguin Books. This book was released on 2001 with total page 356 pages. Available in PDF, EPUB and Kindle. Book excerpt: How you and your legal advisors can design, fund, and maintain your living trust plan and secure your family's future.

Family Trust

Family Trust

Author: Amanda Brownfield

Publisher: Penguin

Published: 2004-04-27

Total Pages: 340

ISBN-13: 1101213191

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Firmly planted on the Wall Street fast track to success, Becca Reinhart has no desire to marry and raise a family. Ditto Edward Kirkland, a charming playboy who has never known what it means to work for a living, and hopes never to find out. Enter Emily, who becomes Becca and Edward’s common denominator when a quirk of fate gives them joint custody of the precocious little girl. Suddenly, two people who have never met find themselves sharing the trials and tribulations of domestic life as they navigate the rocky shoals of parenthood, from naptime to play dates to pre-school admissions. And amid the daily demands of raising a young child, Becca and Edward discover something else: They’re made for each other.


Book Synopsis Family Trust by : Amanda Brownfield

Download or read book Family Trust written by Amanda Brownfield and published by Penguin. This book was released on 2004-04-27 with total page 340 pages. Available in PDF, EPUB and Kindle. Book excerpt: Firmly planted on the Wall Street fast track to success, Becca Reinhart has no desire to marry and raise a family. Ditto Edward Kirkland, a charming playboy who has never known what it means to work for a living, and hopes never to find out. Enter Emily, who becomes Becca and Edward’s common denominator when a quirk of fate gives them joint custody of the precocious little girl. Suddenly, two people who have never met find themselves sharing the trials and tribulations of domestic life as they navigate the rocky shoals of parenthood, from naptime to play dates to pre-school admissions. And amid the daily demands of raising a young child, Becca and Edward discover something else: They’re made for each other.

Family Trusts

Family Trusts

Author: N. E. Renton

Publisher: Wiley

Published: 2014-10-06

Total Pages: 408

ISBN-13: 9780730310365

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Book Synopsis Family Trusts by : N. E. Renton

Download or read book Family Trusts written by N. E. Renton and published by Wiley. This book was released on 2014-10-06 with total page 408 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Your Living Trust and Estate Plan 2012-2013

Your Living Trust and Estate Plan 2012-2013

Author: Harvey J. Platt

Publisher: Skyhorse Publishing Inc.

Published: 2011-11

Total Pages: 280

ISBN-13: 158115870X

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Covers the essentials of estate planning, details strategies for using a living trust to create a flexible estate plan, and explains the changes to the tax laws.


Book Synopsis Your Living Trust and Estate Plan 2012-2013 by : Harvey J. Platt

Download or read book Your Living Trust and Estate Plan 2012-2013 written by Harvey J. Platt and published by Skyhorse Publishing Inc.. This book was released on 2011-11 with total page 280 pages. Available in PDF, EPUB and Kindle. Book excerpt: Covers the essentials of estate planning, details strategies for using a living trust to create a flexible estate plan, and explains the changes to the tax laws.

Estate Planning For Dummies

Estate Planning For Dummies

Author: N. Brian Caverly

Publisher: John Wiley & Sons

Published: 2011-03-08

Total Pages: 397

ISBN-13: 1118053958

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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 hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.


Book Synopsis Estate Planning For Dummies by : N. Brian Caverly

Download or read book Estate Planning For Dummies written by N. Brian Caverly and published by John Wiley & Sons. This book was released on 2011-03-08 with total page 397 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.

How to Settle Your Living Trust

How to Settle Your Living Trust

Author: Henry W. Abts

Publisher: McGraw Hill Professional

Published: 1999

Total Pages: 470

ISBN-13: 9780809228447

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With samples and explanations of all the necessary documents, this guide provides everything readers need to know in order to dissolve and dispose of assets, understand legal and financial aspects of trusts, handle asset valuation, and more.


Book Synopsis How to Settle Your Living Trust by : Henry W. Abts

Download or read book How to Settle Your Living Trust written by Henry W. Abts and published by McGraw Hill Professional. This book was released on 1999 with total page 470 pages. Available in PDF, EPUB and Kindle. Book excerpt: With samples and explanations of all the necessary documents, this guide provides everything readers need to know in order to dissolve and dispose of assets, understand legal and financial aspects of trusts, handle asset valuation, and more.