Download e-book for kindle: AARP the Living Trust Advisor. Everything You Need to Know by Jeffrey L. Condon

By Jeffrey L. Condon

ISBN-10: 1118045459

ISBN-13: 9781118045459

AARP electronic variations give you useful assistance, confirmed options, and specialist assistance.

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

Sample text

Your First Homework Assignment: Selecting Your Living Trust Attorney Your Second Homework Assignment: Making Sure Your Living Trust Document ... After You Have Finished Your Homework CHAPTER 5 - Who Should You Select as the Lifetime Agent of Your Living Trust? Your Lifetime Agent’s Duty to Accomplish the Three Ps of Asset Management The Not Very Scientific Method of Selecting the Lifetime Agent of Your Living Trust Do You Trust Your Children to Watch Your Back (Financially Speaking)? Can You Trust Your Friend to Protect You?

We continue with a series of questions: So what? Who cares about appointing an after-death agent? Why is that fun? 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.

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AARP the Living Trust Advisor. Everything You Need to Know about Your Living Trust by Jeffrey L. Condon


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