The Executor S Guide

Author: Mary Randolph
Publisher: Nolo
ISBN: 1413324819
Size: 71.69 MB
Format: PDF, Mobi
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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
Publisher: Nolo
ISBN: 1413316921
Size: 50.46 MB
Format: PDF, ePub
View: 4278
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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.

The Complete Executor S Guidebook

Author: Benjamin Berkley
Publisher: Sphinx Publishing
ISBN: 9781572486041
Size: 30.80 MB
Format: PDF
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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

The Everything Executor And Trustee Book

Author: Douglas D Wilson
Publisher: Simon and Schuster
ISBN: 1440571325
Size: 22.76 MB
Format: PDF, Mobi
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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!

Estate And Trust Administration For Dummies

Author: Margaret Atkins Munro
Publisher: John Wiley & Sons
ISBN: 1118412265
Size: 12.49 MB
Format: PDF, ePub
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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 Dummiesguides 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.

How To Probate An Estate In California

Author: Julia Nissley
Publisher: Nolo
ISBN: 1413324894
Size: 34.69 MB
Format: PDF
View: 238
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Handle probate yourself - and save time and money When you've lost a loved one, the inevitable legal matters can seem difficult and confusing. But in most cases, probate involves little more than routine paperwork to transfer assets to family members and other beneficiaries. How to Probate an Estate in California explains, step-by-step, how to wrap up a basic estate. Whether you do it yourself or work with a lawyer, you'll save money and time. With this easy-to-follow guide, you'll learn how to: read and understand a will or trust determine who inherits if there is no will pay bills and taxes complete and file all necessary court paperwork collect life insurance and other death benefits transfer real estate, securities, vehicles, and other assets to heirs and beneficiaries transfer some assets without probate Even if you hire a lawyer to do some of the paperwork, this book demystifies the process so that you can make informed decisions and communicate intelligently with the attorney about the estate--and save cash in the process. Why pay a lawyer over $15,000 to probate a $500,000 estate, when you can do much of it on your own? Every page of this new edition has been reviewed and revised by a practicing probate lawyer. It provides fresh and accurate information about probating an estate in California.

Probate And Settle An Estate In Florida

Author: Gudrun M. Nickel
Publisher: Sourcebooks, Inc.
ISBN: 1572485582
Size: 34.89 MB
Format: PDF, Mobi
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#1 Florida Probate Book SIMPLIFY SETTLING AN ESTATE Settling a loved one's estate - whether a will is present or not - is not difficult, but it is filled with legal technicalities you have to know. Probate and Settle an Estate in Florida clarifies all of these rules and takes you through the process in an easy-to-understand fashion. Let it help you put this trying time behind you . LEARN HOW TO: Navigate Through the Probate Process End Claims Made by Creditors Prioritize Your Responsibilities to the Estate Close an Estate with No Will READY-TO-GO FORMS with Step-by-Step Instructions ESSENTIAL DOCUMENTS YOU NEED TO: Protect your family Distribute property Resolve tax-related matters Finalize outstanding issues And much more. "Their legal survival guides are dynamite and very readable." - Small Business Opportunities "Explaining the way the law works." - Daily Herald "Sphinx [legal guides] are staples of legal how-to collections." - Library Journal

The Essential Executor S Handbook

Author: David G. Hoffman
Publisher: Red Wheel/Weiser
ISBN: 1632659670
Size: 21.91 MB
Format: PDF, ePub
View: 1574
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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.

The Executor S Handbook

Author: Theodore E. Hughes
Publisher: Skyhorse Publishing, Inc.
ISBN: 1628738421
Size: 33.15 MB
Format: PDF, ePub, Docs
View: 6541
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Readers say it best: "This book covers all aspects of estate settlement in a complete and thorough manner." , "The book is written in easy-to-understand terms, with lots of good practical advice.", "I actually bought it to place in my file cabinet along with my Trust documents, Living Will and other documents", "We liked it so much, I bought this book for a friend who was handling a new estate." Acting as the executor, representative, or administrator of an estate is a complicated and time-consuming task, not only in an administrative sense but often in an emotional sense as well. The Executor’s Handbook, Fourth Edition is a comprehensive guide for readers who need help understanding the basics of the procedures that settle an estate. In practical and straightforward language, it covers all aspects of estate administration, including funeral arrangements, organ donation, administering probate, dealing with the deceased's assets and liabilities, and personal representative's compensation. You will understand not only your responsibilities but the responsibilities of those who will be assisting you. Tables of state income tax rates, intestacy laws, and state-by-state probate requirements are also included, and a glossary, index, and list of recommended works complete this handbook.

8 Ways To Avoid Probate

Author: Mary Randolph
Publisher: Nolo
ISBN: 1413325149
Size: 51.35 MB
Format: PDF, ePub, Docs
View: 1441
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By taking some simple steps now, you can spare your family and beneficiaries a lot of time and money. How much? Probate court proceedings after a death can drag on for a year and cost tens of thousands of dollars--money that would otherwise have gone directly to your loved ones. 8 Ways to Avoid Probate offers easy and effective ways to skip 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: naming payable-on-death beneficiaries for financial accounts owning property jointly leaving real estate with transfer-on-death deeds using a living trust naming the right beneficiaries for IRAs, 401 (k)s, and other retirement plans, and using probate shortcuts for small estates procedures for small estates. This (12th) edition provides updates to 50-state rules on probate, including affidavit procedures for small estates and transfer-on-death registration for vehicles and securities.