Description
Book Synopsis: 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.
Details
Looking to secure your financial future and protect your assets for your loved ones? The Baby Boomers Guide to Trusts is your go-to resource for comprehensive estate planning. Authored by industry expert Harry S. Margolis, this book provides invaluable insights on the ins and outs of trusts, ensuring you make informed decisions that align with your goals.
Unlock the power of trusts as a versatile estate planning tool that can help you achieve tax efficiency and asset protection. With practical advice and real-life examples, you'll gain a deeper understanding of how trusts work and how they can benefit you in meeting your long-term financial objectives.
Discover the answers to crucial questions about trusts, from distribution strategies to tax implications and trustee fees. Benefit from Harry S. Margolis' 30+ years of expertise in elder law and estate planning, as he demystifies the complexities of trusts and empowers you to take control of your estate planning journey.
Don't miss out on this essential guide for Baby Boomers looking to secure their legacies and protect their wealth. Take the first step towards comprehensive estate planning with The Baby Boomers Guide to Trusts today!
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