executors guide the settling a loved ones estate or trust

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The Executor S Guide

Author : Mary Randolph
ISBN : 9781413324815
Genre : Law
File Size : 48. 12 MB
Format : PDF, Kindle
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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.

Executor S Guide The

Author : Mary Randolph
ISBN : 9781413316797
Genre : Business & Economics
File Size : 26. 31 MB
Format : PDF
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Explains an executor's duties and discusses probate, life insurance, bank accounts, debts and estate taxes. Original.

The Executor S Guide

Author : Mary Randolph
ISBN : 1413328326
Genre : Law
File Size : 34. 66 MB
Format : PDF, Kindle
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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 : 29. 59 MB
Format : PDF, Docs
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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 : 36. 49 MB
Format : PDF, Kindle
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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.

Every Californian S Guide To Estate Planning

Author : Liza W. Hanks
ISBN : 9781413327168
Genre : Law
File Size : 35. 88 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 : 58. 83 MB
Format : PDF, ePub, Mobi
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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

We The People S Guide To Estate Planning

Author : Ira Distenfield
ISBN : 9780471730910
Genre : Business & Economics
File Size : 44. 17 MB
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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.

The Executor S Guide

Author : Linda D. Kirby
ISBN : 0275982033
Genre : Law
File Size : 39. 35 MB
Format : PDF, ePub, Docs
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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.

Your Texas Wills Trusts Estates Explained Simply

Author : Linda C. Ashar
ISBN : 9781601384119
Genre : Law
File Size : 52. 70 MB
Format : PDF, ePub
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Few people want to think about what would happen to their family if they become disabled or die; however, planning for these occurrences in advance will reduce potential stress on your family later in life. This new book will take the guesswork out of planning your estate and help you finally understand the complex processes. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. Your Texas Wills, Trusts, & Estates Explained Simply will help you glide through this complicated process. This new book has been adapted to offer Texas residents state-specific advice for estate planning. Author Linda C. Ashar, attorney at law, has crafted an estate planning primer that allows Texas residents to become more informed and more involved during the process. Your Texas Wills, Trusts, & Estates Explained Simply will provide all the information you need to choose, set up, and execute a will, trust, or estate. It's easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their futures. Use this new book to craft an estate plan that is not only legally sound but also fully carries out your last wishes and protects your loved ones.

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