The Trustee's Legal Companion

A Step-by-Step Guide to Administering a Living Trust
Author: Liza Hanks,Carol Elias Zolla
Publisher: Nolo
ISBN: 1413323650
Category: Law
Page: 416
View: 7329

Continue Reading →

Millions of Americans have created living trusts over the past couple of decades, giving little or no thought to what the successor trustee will have to do when the time comes. This book shows every trustee how to handle paperwork, keep beneficiaries informed, and get help from experts if necessary.

The Everything Executor and Trustee Book

A Step-by-Step Guide to Estate and Trust Administration
Author: Douglas D Wilson
Publisher: Simon and Schuster
ISBN: 1440571325
Category: Law
Page: 304
View: 7195

Continue Reading →

Essential information for executors or trustees for wills and trusts! Being appointed the task of carrying out the terms of a will or trust is daunting, especially if it's your first time. The good news is you won't have to figure it out alone. Certified Trust and Financial Advisor Douglas D. Wilson takes the worry out of the process and provides information on important responsibilities that must be performed after a loved one dies. This all-in-one guide includes information on: Filing a will in court Hiring a lawyer or doing it yourself Notifying beneficiaries Finding and managing the deceased's assets Paying outstanding debts or taxes You'll even find sample tax forms and step-by-step walk-throughs of what you'll need to know when overseeing asset distribution, terminating existing accounts, opening an estate bank account, and closing the estate. No matter your experience level, The Everything Executor and Trustee Book will be there to help you every step of the way!

The Everything Executor and Trustee Book

A Step-by-Step Guide to Estate and Trust Administration
Author: Douglas D. Wilson
Publisher: Simon and Schuster
ISBN: 1440570876
Category: Law
Page: 304
View: 6454

Continue Reading →

Offers information for executors and trustees on carrying out the terms of a will or trust, including assest distribution, terminating existing accounts, opening an estate bank account, and closing the estate.

The Complete Executor's Guidebook

A Step-by-step Guide for Executors and Personal Representatives
Author: Benjamin Berkley
Publisher: Sphinx Publishing
ISBN: 9781572486041
Category: Business & Economics
Page: 308
View: 8380

Continue Reading →

A Step-By-Step Guide to Settling a Loved One's Estate You?ve lost someone close to you, and now you?ve been named the executor of the estate. What does that entail? What does that even mean? The Complete Executor's Guidebook takes you step-by-step through the confusing probate process from start to finish. This book explains everything you need to know to successfully serve as an executor of an estate in a simple, easy-to-understand way. --I?m not a lawyer. What do all of these words mean? --Do I have to be the executor of an estate if I?m named, or can I turn it down? --What exactly does an executor have to do? --What if I make a mistake? --Can I get in trouble? --How long will the entire process take? --Will I get paid for being an executor? --What if there is something wrong with the will? --What if there isn?t a will at all? The Complete Executor's Guidebook will help you through the entire process and keep you from making some very costly mistakes. This is the best book to give you the legal support you need at a time when you need it the most. ?This easy to read, well-organized and practical guide for executors is...written from personal experience by an estate planning attorney who knows his stuff.? -John Palmer, Host, The Prudent Advisor, Retirement Living Television and former news anchor, The Today Show

How to Settle an Estate


Author: Charles K. Plotnick,Stephen R. Leimberg
Publisher: Penguin
ISBN: 1101153407
Category: Law
Page: 368
View: 2055

Continue Reading →

The most complete and up-to-date estate-planning guide available Thoroughly revised and updated to reflect the latest tax codes, the third edition of How to Settle an Estate is the essential step-by-step guide to lead readers through the complex and daunting process of settling an estate. In clear and practical lay terms, authors Charles K. Plotnick, L.L.B., and Stephan R. Leimberg, J.D., both experts in estate planning, provide readers with invaluable advice, including: • How to raise cash for immediate estate expenses • Dealing with insurance claims • Knowing when to hire a lawyer, an accountant, and a stock broker • Managing real estate • Distributing assets And much more...

The Executor's Guide

Settling a Loved One's Estate Or Trust
Author: Mary Randolph
Publisher: Nolo
ISBN: 1413324800
Category: Business & Economics
Page: 520
View: 6874

Continue Reading →

Millions of baby boomers are currently (or will soon be) serving as executors, and this book shows exactly what to do NOW to make the job manageable.

How to Settle a Simple Estate Without a Lawyer

The Complete Guide to Wills, Probate, and Inheritance Law Explained Simply
Author: Linda C. Ashar
Publisher: Atlantic Publishing Company
ISBN: 1601386141
Category: Law
Page: 288
View: 2043

Continue Reading →

When a loved one dies, we want to know that their final wishes were carried out as they had hoped. Being entrusted to carry out these wishes is an enormous responsibility, and one you may not fully understand. The title of executor is given to those who have been named to administer a will and handle the specifics involved with settling an estate. Many times, a loved one dies before the executor has time to learn what the title entails. Sometimes, this title is given to family members who have little or no experience with taxes, inheritance law, and probate, leaving someone who is already grieving feeling overwhelmed and frustrated. Assuming they are not capable of performing these tasks alone, many people turn to an attorney to assist in the particulars, who in return charges them hefty fees. If you have been charged with serving as executor to a simple estate, How to Settle a Simple Estate Without a Lawyer can bring you up-to-date -- quickly -- on everything you need to know about wills, trusts, probate, taxes, and much more. This book will help you assess whether the estate under your control can be settled without an attorney. Estates that involve guardianship of a child and complex trusts may require the assistance of a lawyer. Before paying expensive attorney fees to settle a rather straightforward estate, allow this book to explain all the basics you need to know to tackle this project on your own, saving you thousands in the process. In this book, you will learn about identifying the different types of trusts -- such as charitable trusts, generation-skipping transfer trusts, living trusts, and totten trusts -- as well as taking the first steps as an executor, navigating the probate process, paying the debts of an estate, and distributing bequests. You will be provided with a complete dictionary of all terms relating to estates, a list of common mistakes that novice executors often make, and an array of resources available to you beyond a lawyer. This book will explain the duties you will perform as the executor, as well as how to set up a filing system for important documents involved with the estate, claim life insurance and social security benefits, read the will, manage assets and pay bills involved with the estate, and transfer property belonging to the estate. We spent hundreds of hours interviewing estate planning professionals and gathering information from novice executors, such as yourself, who share their tips and advice for successfully settling an estate without paying thousands. Settling a loved one's estate can be a taxing experience when also trying to cope with his or her passing, especially if the subject is foreign to you. Don't worsen the experience by throwing away your hard-earned money and hiring an attorney to settle a simple estate you can feasibly handle on your own.

How to Probate an Estate in California


Author: Julia Nissley
Publisher: Nolo
ISBN: 1413322190
Category: Business & Economics
Page: 464
View: 9158

Continue Reading →

This book provides all of the forms, instructions, guidance, and tips you’ll need to probate a simple estate in California. And even if you hire a lawyer to help, this book will show you how to do much of the work yourself.

How to Administer an Estate

A Step-by-step Guide for Families and Friends: Easyread Large Edition
Author: Stephen Christianson
Publisher: ReadHowYouWant.com
ISBN: 1427095833
Category: History
Page: 312
View: 7085

Continue Reading →

How to Administer an Estate is complete with great advice, descriptions, and examples of common situations, sample forms, checklists, appendices after each chapter, a glossary and summaries of the legal requirements in all 50 states.

The Executor's Guide


Author: Mary Randolph
Publisher: Nolo
ISBN: 1413316921
Category: Law
Page: 520
View: 7974

Continue Reading →

If you're faced with wrapping up the affairs of a loved one who has died, you may feel overwhelmed by all the work ahead -- especially when you're grieving. But with the right legal and practical information, you can do it. The Executor's Guide will help you make progress one step at a time by assisting you in navigating an unfamiliar land of legal procedures and terminology -- all while saving you time and money. It explains how to: prepare for the job of executor or trustee take your first steps claim life insurance, Social Security and other benefits make sense of a will what to do if there is no will determine whether probate is necessary care for children and their property file taxes deal with family members handle trusts look up your state's laws work with lawyers, appraisers, accountants and other experts This edition has been updated to include expanded information on dealing with online accounts, as well as tables outlining key points of each state's laws, the latest information on estate taxes, and worksheets that help you stay organized and on track.

Estate Accounts


Author: C. S. Orwin,H. W. Kersey
Publisher: Cambridge University Press
ISBN: 1316603342
Category: Business & Economics
Page: 54
View: 8841

Continue Reading →

First published in 1936, as the second edition of a 1926 original, this book was written to present those involved in estate management with a guide to accurate accountancy. The examples given within the text 'are arranged with the object of keeping both landlord and agent posted in the progress of management, receipts and payments being classified and analysed so as to provide essential information at a glance, and without the necessity of further extraction'. This book will be of value to anyone with an interest in the history of estate management and accountancy.

Wills, Probate, and Inheritance Tax For Dummies


Author: Julian Knight
Publisher: John Wiley & Sons
ISBN: 1119996821
Category: Law
Page: 330
View: 8981

Continue Reading →

Planning how to pass your estate on doesn’t have to mean complications, legal jargon and huge bills. Wills, Probate and Inheritance Tax For Dummies, 2nd Edition takes you through the process step-by-step and gives you all the information you need to ensure that your affairs are left in good order. It shows you how to plan and write your will, minimise the stress of probate, and ensure that your nearest and dearest are protected from a large inheritance tax bill. Discover how to: Decide if a will is right for you Value your assets Leave your home through a will Appoint executors and trustees Choose beneficiaries Draw up a DIY will Work out how inheritance tax works and if you’re liable to it Find out what can and can’t be taxed

A visual artist's guide to estate planning


Author: Marie Walsh Sharpe Art Foundation,Judith Rothschild Foundation,Wolf, Keens & Company
Publisher: N.A
ISBN: 9780966518801
Category: Law
Page: 278
View: 1535

Continue Reading →

The Essential Executor's Handbook

A Quick and Handy Resource for Dealing With Wills, Trusts, Benefits, and Probate
Author: David G. Hoffman
Publisher: Red Wheel/Weiser
ISBN: 1632659670
Category: Law
Page: 256
View: 4348

Continue Reading →

Many of you, regardless of your feelings on the matter, will eventually be appointed as executor of your parents’, spouse’s, or another’s estate. Just calling an attorney isn’t enough. Settling a decedent’s estate may require the combined expertise of accountants, appraisers, auctioneers, realtors, bankers, brokers, insurance companies, a myriad of bureaucrats, and, yes, even lawyers. Where do you start? How do you empty a house crammed with a lifetime’s worth of knick-knacks, bad art, and unopened mail? How do you deal with long-lost relatives who think you’re taking too long or charging too much? And how do you oversee those professionals who know so much more than you about the process? The Essential Executor’s Handbook not only explains the steps involved in settling an estate, but it shows you how to get all these professionals to do the work for you. You will learn everything you need to know about the basic laws and procedures involved; all the legal definitions you could possibly want; and why each professional is necessary, what they do, what they charge, and where to find them. No matter how little you know about law, accounting, and the rest, The Essential Executor’s Handbook will lead you by the hand through the settlement process.

Make Your Own Living Trust


Author: Denis Clifford
Publisher: Nolo
ISBN: 1413323391
Category: Law
Page: 352
View: 6454

Continue Reading →

People want to know about living trusts. They hear about them constantly in personal finance magazines and pitches for free seminars, but they have only a vague idea about what trusts are. This book explains how trusts work, who should use them, and how to make one.

Estate & Gift Tax Handbook 2007


Author: Susan Flax Posner
Publisher: CCH
ISBN: 9780808091097
Category: Business & Economics
Page: 1236
View: 8024

Continue Reading →

Estate & Gift Tax Handbook is a practical exploration of federal estate and gift taxation. Providing timely and effective advice on estate and gift tax practice and procedure, the book is a useful resource for estate-planning practitioners, fiduciaries, attorneys, and others dealing with the complexities of the estate and gift tax system. In one place, the reader will find all the information and tools necessary to arrange a person's affairs, both before and after death, to minimize the estate and gift tax burden and to maximize wealth transfers through lifetime and testamentary giving. Written in concise, jargon-free language to elucidate and demystify this complicated area of the law, the book is a valuable resource for readers approaching the subject from varied backgrounds and disciplines.