Executor and Trustee Survival Guide
Author | : Douglas D. Wilson |
Publisher | : Fiduciary Pub |
Total Pages | : 383 |
Release | : 2000 |
Genre | : Law |
ISBN | : 9780970489005 |
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Author | : Douglas D. Wilson |
Publisher | : Fiduciary Pub |
Total Pages | : 383 |
Release | : 2000 |
Genre | : Law |
ISBN | : 9780970489005 |
Author | : Mary Randolph |
Publisher | : Nolo |
Total Pages | : 473 |
Release | : 2024-06-07 |
Genre | : Law |
ISBN | : 1413331750 |
The step-by-step guide to serving as an executor, trustee, or estate representative If you need to wrap up the affairs of a loved one who has died, you may feel overwhelmed—especially when you’re grieving. But you can do it, and this book will show you how. The Executor’s Guide provides a clear road map through an unfamiliar land of legal procedures and terminology. You’ll learn what to do right away and what can wait. Find help on: • preparing for the job of executor or trustee • the first steps you should take after a loved one dies • claiming life insurance, Social Security, and other benefits • making sense of a will, and what to do if there is no will • how to determine whether probate is necessary • filing taxes • managing assets inherited by a minor child • probate court proceedings • handling simple trusts, and • working with lawyers, appraisers, accountants, and other experts. The 10th edition of The Executor's Guide contains updated tables that outline the key points of each state's laws. It also provides the latest information on estate tax laws. With Downloadable Worksheets: download and customize worksheets detailing information executors need to get organized, including an inventory of assets and debts (details inside).
Author | : Mary Randolph |
Publisher | : Nolo |
Total Pages | : 529 |
Release | : 2021-03-30 |
Genre | : Law |
ISBN | : 1413328334 |
The step-by-step guide to serving as an executor If you need to wrap up the affairs of a loved one who has died, you may feel overwhelmed—especially when you’re grieving. But you can do it, and this book will show you how. A roadmap to follow. The Executor’s Guide will lead you through an unfamiliar land of legal procedures and terminology. You’ll learn what to do right away and what can wait. Find help on: preparing for the job of executor or trustee claiming life insurance, Social Security, and other benefits making sense of a will (and what to do if there is no will) determining whether probate is necessary filing taxes navigating probate court proceedings dealing with family members handling simple trusts, and working with lawyers, appraisers, accountants, and other experts. The 9th edition contains updated tables outlining key points of each state’s laws. Applies in all states except Louisiana. With Downloadable Worksheets - download and customize worksheets detailing information executors need to get organized, including an inventory of assets and debts (details inside).
Author | : Douglas D. Wilson |
Publisher | : Simon and Schuster |
Total Pages | : 377 |
Release | : 2013-12-11 |
Genre | : Law |
ISBN | : 1440571325 |
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!
Author | : Gerald Shaw |
Publisher | : Atlantic Publishing Company |
Total Pages | : 290 |
Release | : 2010-11-15 |
Genre | : Business & Economics |
ISBN | : 1601382014 |
One of the most critical decisions a person must make when crafting a will or establishing a trust is whom to name as executor or trustee. Being chosen for these important jobs is an honor, and you must know how to perform the tasks correctly. With the help of this new book, The Complete Guide to Trust and Estate Management, you will understand the complex process of carrying out a person s final wishes. This book will provide insight whether you are a lawyer, accountant, financial consultant, spouse, adult child, relative, or friend; the simple, easy to understand language makes this book accessible to everyone. You will become familiar with many estate and trust management terms, such as beneficiary, probate, remaindermen, trust agreement, trust property, trustor, and trustee. In addition, you will learn the many duties and responsibilities of an executor, including the disbursement of property to the beneficiaries, collecting and arranging for the payment of debts, approving and disproving creditors claims, calculating taxes, filing forms, assisting the estate attorney, acting as the representative of the estate, inventorying and appraising the assets, and acting in the best interests of the deceased. After reading this book, you will know how to initiate probate; how to preserve the value of the estate; how to notify beneficiaries; how to send notices to the post office, banks, utilities, and credit card companies; how to file for Social Security, civil service, and veteran benefits; how to file tax returns; and how to file state death and federal estate tax returns. As executor, you will be responsible for settling the deceased person s estate and as trustee, you will be responsible for holding and administering the trust assets in the best interests of the trust s beneficiaries. Using this book as a guide, you can be assured that you will be prepared to properly perform the necessary duties entrusted to you. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company president's garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.
Author | : Joe Herbert |
Publisher | : Bookbaby |
Total Pages | : 0 |
Release | : 2019-11-29 |
Genre | : Business & Economics |
ISBN | : 9781543988130 |
The executor or administrator of a probate or a trustee of a trust who must sell real estate to settle an estate is typically faced with 14 challenges. Furthermore, the typical executor, administrator or trustee is not trained in being in this position nor are they experienced. Consequently, they will make mistakes that cost the estate time and money and sometimes heartache. This book is to help them become educated and make better decisions.These challenges include neighbors, bargain hunters, timing, security, tenants or family members living in the home, distance, heirs, cleaning out the property, repairs, trust issues, overwhelm, legal liability, liens and selling items in the home.
Author | : Margaret A. Munro |
Publisher | : John Wiley & Sons |
Total Pages | : 432 |
Release | : 2018-12-27 |
Genre | : Law |
ISBN | : 1119543878 |
Estate and Trust Administration For Dummies, 2nd Edition (9781119543879) was previously published as Estate and Trust Administration For Dummies, 2nd Edition (9781118412251). While this version features a new Dummies cover and design, the content is the same as the prior release and should not be considered a new or updated product. Your plain-English guide to administering an estate and/or trust As more and more of the population reach senior ages—including baby boomers, many of whom do not have wills—an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration For Dummies guides you through the confusing process of administering an estate and/or trust. Settling an estate and administering a trust can be complicated, messy, and time-consuming for individuals named as executor or trustee, most of whom have no previous experience with such matters. Estate & Trust Administration For Dummies shows you how to make sound decisions for your unique circumstances. Guides you through the confusing process of administering an estate and/or trust Provides expert advice on unfamiliar estate and trust tax law Gives you a practical checklist to follow for all of your estate and trust administration questions and concerns Whether you're looking for guidance on how to navigate the probate process and estate taxes, settle debts and bequests, fund a trust, comply with tax regulations, or anything in between, this hands-on, friendly guide takes away the mystery and provides detailed answers to all of your estate and trust administration questions.
Author | : Jack W. Everett |
Publisher | : Ftpc Pub |
Total Pages | : 254 |
Release | : 1999-07-01 |
Genre | : Trusts and trustees |
ISBN | : 9780962634147 |
Author | : Bradford Curtis Brinkman |
Publisher | : CreateSpace |
Total Pages | : 154 |
Release | : 2014-04-21 |
Genre | : Business & Economics |
ISBN | : 9781499221541 |
$29 can save you from a nervous breakdown..get your questions answered here quickly and easily! But My Realtor Did Not Tell Me That?! I have so many questions...but I don't want to keep bugging my attorney! Save Yourself The Gray Hair and Sleepless Nights Worrying About Your Property in Probate and order your copy! 'This is your eyes wide open' permission slip to take control, organize, prepare and take action...and successfully complete your real estate probate transaction! This book is about what is really going on: A No B.S. step by step take you by the hand manual that reveals what most real estate agents don't tell you about probate real estate.
Author | : Mary Randolph |
Publisher | : |
Total Pages | : |
Release | : 2004 |
Genre | : Executors and administrators |
ISBN | : |