Читать книгу The Living Trust Advisor - Condon Jeffrey L. - Страница 13

The First Quarter
Establishing Your Living Trust
CHAPTER 1
How You Established Your Living Trust Without a Clear Understanding of What It Is and How It Works
Or, You Don’t Know What You Don’t Know about Your Living Trust
You Might Have Living Trust Training, but You Haven’t Been Trained My Way!

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These experiences with both lawyer-prepared and self-drafted Living Trusts caused me to arrive at the sweeping generalization about how little you know about the Living Trust, even if you have one. A ton of people have been to Living Trust seminars, read Living Trust books, downloaded Living Trust software, and attended complimentary Living Trust consultations. Another ton of people have Living Trusts. But, those same tons of people still possess a definite and palpable thirst for knowledge about Living Trust basics.

In order to answer the questions of these many bewildered, misinformed, and mistaken people, I’m back with this, the revised edition of my second book, which is about living and dying with a Living Trust. I like to refer to it as “The Living Trust’s Greatest Hits.” In other words, this book presents everything you need to know about the establishment, maintenance, and management of a Living Trust at all stages of the game. Why should you pay thousands of dollars for a Living Trust just to have no meaningful and practical understanding of what may be the most important document of your life?

If you think you know everything about your Living Trust because your lawyer explained it to you – or you read the guidebook that came with the software – you don’t!

If you think you don’t need training on your Living Trust because you’ve already received that training – you do!

You have not been trained in your Living Trust my way. My way is to show you what you need to know before your Living Trust is set in stone. It will follow the flow of your money and property in the Living Trust at all stages of the game: while both you and your spouse are alive, then after the first spouse dies, and then when the last spouse dies and distribution is made to your children and grandchildren. The chapters that lie ahead explore aspects about your Living Trust that your lawyer – or software – never or inadequately explained to you.

So, just when you thought you were done with all matters Living Trust, I’ve pulled you back in. The Living Trust is back, baby! And I, your Living Trust advisor, will help you get through it.

The Living Trust Advisor

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