Download AARP the Living Trust Advisor. Everything You Need to Know by Jeffrey L. Condon PDF

By Jeffrey L. Condon

AARP electronic variants give you functional counsel, confirmed options, and professional assistance.

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Extra info for AARP the Living Trust Advisor. Everything You Need to Know about Your Living Trust

Sample text

Answering those questions in the order in which they just appeared may give you a better sense of the next steps. • So what? The Living Trust process will save your beneficiaries thousands of dollars after your death because it prevents them from having to probate your assets. • Who cares? The beneficiaries you named in your Living Trust care. • Why is that fun? The money you saved for your beneficiaries by avoiding the probate process will provide them with the additional funds they need for that shopping spree, car purchase, dream trip, or whatever else floats their boats.

You don’t transfer your assets to a third-party money manager. You transfer it yourself. When you set up a Living Trust, you are saying to yourself, “Self, I want you to manage these assets—all the buying, selling, leasing, exchanging, investing, wheeling and dealing. And Self, I want you to send me a monthly check for the income. ” You may think, What an absurd and silly proposition! Why would any sane person set this up? Here is why: The main purpose of the Living Trust is to provide you with the power to appoint the person or persons of your choice to sign your name to the title-transferring documents after you die.

The players are you, your spouse, your Living Trust lawyer, your assets, your children, your other beneficiaries, and, perhaps, the Internal Revenue Service (IRS). And like any game, there is a warm-up period (which is where you are right now)four quarters of play, and a cool-down period. Think of The Living Trust Advisor as your playbook that describes how to play the Big Game during those different periods, which are:• The First Quarter: Establishing Your Living Trust. • The Second Quarter: Living with Your Living Trust during the Lifetimes of You and Your Spouse.

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