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Baby Boomers Guide to Trusts

- Your All-Purpose Estate Planning Tool

About Baby Boomers Guide to Trusts

Trusts are the Swiss army knife of estate planning-they are versatile tools that can be used to achieve many different goals. But few non-professionals understand how they work. Written by elder law and estate planning expert Harry S. Margolis, The Baby Boomers Guide to Trusts: Your All-Purpose Estate Planning Tool answers the many questions trust grantors, beneficiaries and trustees have, including: ┬╖ What distributions can you or must you make? ┬╖ How is the trust taxed? ┬╖ What fees may the trustee charge? ┬╖ Who has a right to accounts? ┬╖ How can a trust help you meet your tax, asset protection, and long-term care planning goals? Featuring practical advice and easy-to-follow examples gleaned from the author''s 30-plus years of experience in elder law and estate planning and questions posed by consumers on his website, AskHarry.info, The Baby Boomers Guide to Trusts: Your All-Purpose Estate Planning Tool will help you know when to use a trust in your estate planning, how to manage it as trustees, and your rights as a beneficiary.

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  • Language:
  • English
  • ISBN:
  • 9781733931069
  • Binding:
  • Paperback
  • Pages:
  • 262
  • Published:
  • September 30, 2021
  • Dimensions:
  • 152x229x14 mm.
  • Weight:
  • 354 g.
Delivery: 1-2 weeks
Expected delivery: December 12, 2024
Extended return policy to January 30, 2025

Description of Baby Boomers Guide to Trusts

Trusts are the Swiss army knife of estate planning-they are versatile tools that can be used to achieve many different goals. But few non-professionals understand how they work.
Written by elder law and estate planning expert Harry S. Margolis, The Baby Boomers Guide to Trusts: Your All-Purpose Estate Planning Tool answers the many questions trust grantors, beneficiaries and trustees have, including:
┬╖ What distributions can you or must you make?
┬╖ How is the trust taxed?
┬╖ What fees may the trustee charge?
┬╖ Who has a right to accounts?
┬╖ How can a trust help you meet your tax, asset protection, and long-term care planning goals?
Featuring practical advice and easy-to-follow examples gleaned from the author''s 30-plus years of experience in elder law and estate planning and questions posed by consumers on his website, AskHarry.info, The Baby Boomers Guide to Trusts: Your All-Purpose Estate Planning Tool will help you know when to use a trust in your estate planning, how to manage it as trustees, and your rights as a beneficiary.

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