From the Back Cover
The last great lesson you leave to your family is the inheritance plan you make in your Living Trust.
Creating a Living Trust that effectively carries out your inheritance instructions requires more than just printing out "one-size-fits-all" forms, checking off a few boxes, and signing where instructed. You and your financial advisor have to know the real-world impact of the words you inject into the document. Otherwise, your family, and the assets you leave to them, may become victim to the Law of Unintended Consequences.
Fully revised and updated to reflect the most recent laws and best practices in the Inheritance Arena, this Second Edition skillfully shows you step-by-step how to create a Living Trust that easily and seamlessly transfers your lifetime of accumulations to your spouse, children, grandchildren, and other beneficiaries. While such a discussion can become a dry and complex "slog-fest," Jeffrey L. Condon's enthusiasm, humor, and easily understandable style leap from the pages to walk you through the process of obtaining the life-enhancing gift of a Living Trust that's right for you and your family. He shares with you, and your financial advisor, his three decades of hard-won wisdom on the human and monetary sides of inheritance planning through straightforward and easy-to-understand explanations that:
- Address the very important inheritance issues that you must consider before your first meeting with your Living Trust attorney.
- Spell out how to live with your Living Trust during your lifetime.
- Reveal how you can "die knowing" that your Living Trust's inheritance instructions will be faithfully and legally carried out to the letter.
- Guide your family away from "inheritance minefields" that can create conflict, division, and estrangement.
- Share valuable tips on ensuring that your Living Trust's assets will be protected after your passing for your children...and from your children's risks and problems.
Even with changing trends and evolving laws, the Living Trust will always be the main vehicle in America for the after-death transfer of your assets to your family. And you and your advisor can always rely on the latest edition of The Living Trust Advisor to explain everything you need to know about your Living Trust ... for your eternal peace of mind.
JEFFREY L. CONDON, ESQ. has practiced in trust, estate, and probate law since 1987 at the law offices of Condon & Condon in Santa Monica, California. With his late father, Gerald M. Condon, he is the coauthor of Beyond the Grave: The Right Way and the Wrong Way of Leaving Money to Your Children (and Others), the bestselling inheritance planning book in American publishing history, which the Wall Street Journal 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.
