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The Executor S Guide

Author : Mary Randolph
ISBN : 9781413324815
Genre : Law
File Size : 74. 93 MB
Format : PDF
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The Executor's Guide shows someone who's wrapping up a loved one's estate how to proceed, step by step. It explains what must be done right away and what can wait, and guides readers through a land of unfamiliar legal procedures and terminology. It covers: preparing for the job of executor or trustee the first steps to take claiming life insurance, Social Security, and other benefits making sense of a will what to do if there is no will how to determine whether probate is necessary--it may not be! managing assets a child inherits taxes an overview of probate court proceedings what you can do to avoid disputes with family members handling trusts looking up your state's laws, and working with lawyers, appraisers, accountants and other experts. The Executor's Guide contains tables that outline key points of each state's laws, the latest information on estate tax laws, and helpful worksheets.

The Executor S Guide

Author : Mary Randolph
ISBN : 1413328326
Genre : Law
File Size : 37. 95 MB
Format : PDF, ePub, Docs
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Millions of baby boomers are currently (or will soon be) serving as executors, and this book shows exactly what to do to make the job manageable.

8 Ways To Avoid Probate

Author : Mary Randolph
ISBN : 9781413317107
Genre : Law
File Size : 50. 30 MB
Format : PDF, Kindle
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Avoid probate and save time and money with these eight strategies. Did you know? If you plan carefully, your estate may not have to go through the process of probate. Probate can drag on for years, and can easily cost your family thousands of dollars -- money that would otherwise have gone to them. 8 Ways to Avoid Probate offers simple and effective methods for skipping the probate process so that property goes directly to the intended beneficiaries. Using the simple, plain English instructions, you'll learn how to create a savvy estate plan. Find out about: . setting up payable-on-death accounts . naming beneficiaries, including children, institutions, and multiple beneficiaries . naming beneficiaries for retirement accounts, vehicles, real estate, and stocks and bonds . special procedures for small estates . holding property in joint ownership, and alternatives to joint ownership . using a living trust to avoid probate . making gifts of property and money This edition provides updates to estate and gift tax laws, updated 50-state tables on simplified probate, and additional information on how to bequeath real estate without probate --12 states now offer a special deed for just this purpose.

Estate Trust Administration For Dummies

Author : Margaret A. Munro
ISBN : 9781119543978
Genre : Law
File Size : 29. 71 MB
Format : PDF, ePub, Mobi
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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.

We The People S Guide To Estate Planning

Author : Ira Distenfield
ISBN : 9780471730910
Genre : Business & Economics
File Size : 52. 72 MB
Format : PDF, Kindle
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WE THE PEOPLE No lawyers. Save money. We The People is America's largest legal document services company. Dedicated to helping every American avoid the high cost of legal fees, We The People gives you the information you need to handle your own legal filings quickly, easily, and inexpensively. Hundreds of thousands of Americans have already liberated themselves from the tyranny of attorneys' fees--and now you can too! We The People's Guide to Estate Planning makes planning for your future as painless as possible--all without the added hassle of hiring a lawyer. This practical, nuts-and-bolts guide covers all the basics of do-it-yourself estate planning, and covers everything you need to know about living trusts, wills, probate, and estate taxes. Extra resources--a glossary of estate planning terminology; a section on frequently asked questions; samples of effective living trusts and a last will and testament; as well as worksheets and essential information on how to settle an estate--make this the best resource available for this important step in planning for the future. You'll have all the information you need to understand the legal language of a will or living trust and learn how to seek state-specific laws and customs so you can tailor your plans accordingly. In addition, you can download sample documents from which you can create your own. Inside, you'll learn all the basics and more: * Whether you need a living trust, a will, or both * Creating a valid last will and testament * Designating a successor trustee or executor to an estate * Deciding who gets what--and making sure they do * Setting up a living trust and funding it with assets * Understanding durable power of attorney documents and living wills * Tax-saving tips that help you leave more for your beneficiaries * Getting to know (in plain English) the legal language of your will or living trust * Where to download sample documents * Settling an estate with or without a valid will or living trust It's important to take care of the ones you love after you're gone. But if your estate planning isn't done clearly, precisely, and legally, you could end up creating more problems for your survivors than you solve. Do it right, do it inexpensively, and do it yourself--with We The People's Guide to Estate Planning.

Every Californian S Guide To Estate Planning

Author : Liza W. Hanks
ISBN : 9781413327168
Genre : Law
File Size : 74. 39 MB
Format : PDF, ePub
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Finally, an Estate Planning Guide Written by and for Californians Every Californian’s Guide to Estate Planning helps you understand the basics of leaving money and property to loved ones and charities, naming a guardian for children, and planning for beloved pets—with a special focus on issues unique to making an estate plan in California, like: how state community property rules affect inheritance and taxes how to minimize capital gains for those inheriting high value real estate legal and tax rules that apply to non-citizens and U.S. permanent residents important issues for international guardians, trustees, and executors how to make sure your heirs don’t lose a low property tax rate, and how to avoid California’s slow and expensive probate system through options such as transfer-on-death deeds. Includes access to essential worksheets that help you get started on writing a will, preparing a trust, choosing a guardian, leaving money to kids, naming beneficiaries, choosing agents for your health care directive and power of attorney for finances, doing a personal inventory, and more.

The Complete Executor S Guidebook

Author : Benjamin Berkley
ISBN : 157248604X
Genre : Business & Economics
File Size : 89. 44 MB
Format : PDF, ePub, Docs
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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

Quicken Willmaker Plus

Author :
ISBN : STANFORD:36105063830827
Genre : Business & Economics
File Size : 21. 65 MB
Format : PDF, Mobi
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Information and forms to create legal documents including wills, living trusts, financial power of attorney, healthcare directives (living wills), final arrangements, executor documents, promissory notes and legal forms for daily use.

Quicken Willmaker Plus 2007

Author : Nolo
ISBN : STANFORD:36105063838432
Genre : Business & Economics
File Size : 80. 80 MB
Format : PDF, Docs
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The most respected and bestselling estate planning software is now available in an easy-to-use book format! No one wants to hire expensive lawyers to make a will and other important documents so turn your readers to Quicken WillMaker, the most complete estate planning title available on the market. Quicken WillMaker is Nolo's all in one estate planning book, covering everything from the basics of wills to sophisticated tax-saving strategies. It provides readers straightforward explanations of every significant option available, so they can make the best decisions for their families.Best of all, your readers won't just understand wills, living trusts or financial power of attorney they'll create them, quickly and easily. The interactive CD-ROM lets them make: legal wills, living trusts, healthcare directives (living wills), powers of attorney, final arrangements documents, forms for executors, promissory notes, credit repair forms, authorizations and agreements, and more! Many companies publish books about estate planning, but Nolo is the only publisher to provide a complete solution to your readers' needs!

Quicken Willmaker Plus 2009

Author : Shae Irving
ISBN : UCSC:32106019656211
Genre : Business & Economics
File Size : 47. 49 MB
Format : PDF, Docs
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The most respected and bestselling estate planning software is now available in an easy-to-use book format! No one wants to hire expensive lawyers to make a will and other important documents so turn to Quicken WillMaker, the most complete estate planning title available on the market. Quicken WillMaker is Nolo's all in one estate planning book, covering everything from the basics of wills to sophisticated tax-saving strategies. Your customers won't just understand wills, living trusts or financial power of attorney they'll create them, quickly and easily. The interactive CD-ROM lets them make: legal wills, living trusts, healthcare directives (living wills), powers of attorney, final arrangements documents, forms for executors, promissory notes, credit repair forms, authorizations and agreements, and more! Many companies publish books about estate planning, but Nolo is the only publisher to provide a complete solution to your readers' needs! There will be a special value added eBook included with the new edition.

Black Enterprise

Author :
ISBN : CORNELL:31924083431332
Genre : African American business enterprises
File Size : 51. 74 MB
Format : PDF, Mobi
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The Executor S Guide

Author : Linda D. Kirby
ISBN : 0275982033
Genre : Law
File Size : 35. 59 MB
Format : PDF
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You have been named the executor of a will by a friend or family member. Are you prepared to meet the challenge and do you know how to avoid personal liability? Thousands of individuals each year face the daunting and often painful task of settling the estate of a loved one, and even with professional guidance from attorneys, accountants, and financial advisors, they are often ill-equipped to deal with many of the tasks necessary to manage and settle an estate. The Executor's Guide is the definitive instruction manual for anyone administering an estate under a will. Written by a practicing probate attorney, and featuring step-by-step instructions, worksheets, checklists, and timetables, and other resource, The Executor's Guide will help you avoid costly mistakes and navigate successfully through the entire process--from the time of death to the final closing of the estate.

The Executor S Guide A Simple Concise Guide For Settling A Loved One S Estate

Author : J. Hart
ISBN : 1096309637
Genre :
File Size : 85. 10 MB
Format : PDF, Mobi
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The Executor's Guide: A Simple Concise Guide For Settling A Loved One's Estate. Some of the topics addressed as you begin your journey to assist in fulfilling a loved one's wishes include: - Responsibilities as the Fiduciary- Executor or Trustee- Will vs Trust- Probate Filings- Estate Taxes- Asset Distribution- Funeral, Memorial, and Internment- Professional Assistance- Closing the Estate The format is designed for you to manage and include your specific information in journal form. Since no one particular person's estate proceedings.

Every Dog S Legal Guide

Author : Mary Randolph
ISBN : 9781413318210
Genre : Law
File Size : 88. 47 MB
Format : PDF, Kindle
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Describes the legal rights, responsibilities, and restrictions for dog owners on state and local levels, including laws on registration, travel, housing, and animal cruelty.

Quicken Willmaker Plus

Author : Nolo (Firm)
ISBN : 1413300766
Genre : Business & Economics
File Size : 24. 76 MB
Format : PDF, Mobi
Download : 180
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Best of all, your readers won't just understand wills, living trusts or financial power of attorney -- they'll create them, quickly and easily. The interactive CD-ROM lets them make: - legal wills- living trusts- healthcare directives (living wills)- powers of attorney- final arrangements documents- forms for executors- promissory notes- credit repair forms- authorizations and agreements- and more!

How To Settle A Simple Estate Without A Lawyer

Author : Linda C. Ashar
ISBN : 9781601386144
Genre : Law
File Size : 28. 26 MB
Format : PDF, Docs
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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.

Books In Print 2009 2010

Author :
ISBN : 0835250210
Genre : Publishers' catalogs
File Size : 64. 15 MB
Format : PDF, Mobi
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Library Journal

Author :
ISBN : IND:30000075144794
Genre : Libraries
File Size : 79. 56 MB
Format : PDF, Docs
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The Executor S Handbook

Author : Theodore E. Hughes
ISBN : 9781626364219
Genre : Business & Economics
File Size : 37. 36 MB
Format : PDF, Docs
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Presents a comprehensive guide for readers who need help understanding the basics of the procedures that settle an estate.

Estate And Trust Administration For Dummies

Author : Margaret Atkins Munro
ISBN : 047045329X
Genre : Law
File Size : 44. 49 MB
Format : PDF
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Executing an estate or a trust fund is a big responsibility. Estate & Trust Administration For Dummies contains advice for handling estates and trusts of any size. It offers solid pointers on reading and interpreting a will and other documents, and helping heirs avoid paying too much (or too little). It also shows you how to take care of a loved one's estate in the event that a will or trust was never created. This authoritative, plain-English guide helps you understand and follow the rules that govern estates and trusts, ensure a smooth transfer of property, and manage fiduciary affairs in an orderly manner. You’ll get help choosing and assembling a team of professional advisors, settling debts and paying bequests, operating a revocable or irrevocable trust, and making sound trust investment decisions. Discover how to: Understand executors’ and trustees’ duties Read and interpret important documents Properly execute an estate or trust Handle estates both large and small Get familiar with the probate process and estate taxes Identify different types of trusts Follow the deceased’s wishes — and the law Notify insurers and employers of a death Follow the steps for closing an estate Establish, fund, and change ownership of a trust Keep proper trust records Yes, you can do the job and do it well. All you need is a little help from Estate and Trust Administration For Dummies.

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