The Executor S Guide

Author: Mary Randolph
Publisher: Nolo
ISBN: 1413324800
Size: 12.50 MB
Format: PDF, Mobi
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"Handle property and debts, deal with family members, save time and money with probate shortcuts"--Cover.

Executor S Guide The

Author: Mary Randolph
Publisher: Nolo
ISBN: 1413316794
Size: 34.62 MB
Format: PDF, Mobi
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Explains an executor's duties and discusses probate, life insurance, bank accounts, debts and estate taxes. Original.

How To Settle A Simple Estate Without A Lawyer

Author: Linda C. Ashar
Publisher: Atlantic Publishing Company
ISBN: 1601386141
Size: 55.16 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.

8 Ways To Avoid Probate

Author: Mary Randolph
Publisher: Nolo
ISBN: 1413325149
Size: 18.84 MB
Format: PDF
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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.

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

Author: J. Hart
Publisher:
ISBN: 9781096309635
Size: 13.45 MB
Format: PDF
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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.

8 Ways To Avoid Probate

Author: Mary Randolph J.D.
Publisher: Nolo
ISBN: 1413317235
Size: 62.79 MB
Format: PDF, ePub, Docs
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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.

The Executor S Handbook

Author: Theodore E. Hughes
Publisher: Skyhorse Publishing, Inc.
ISBN: 1626364214
Size: 52.60 MB
Format: PDF, ePub
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Presents a comprehensive guide for readers who need help understanding the basics of the procedures that settle an estate.

We The People S Guide To Estate Planning

Author: Ira Distenfield
Publisher: John Wiley & Sons
ISBN: 0471730912
Size: 22.16 MB
Format: PDF, Mobi
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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 Complete Executor S Guidebook

Author: Benjamin Berkley
Publisher: Sphinx Publishing
ISBN: 9781572486041
Size: 53.79 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

Deeds For California Real Estate

Author: Mary Randolph J.D.
Publisher: Nolo
ISBN: 1413314430
Size: 22.95 MB
Format: PDF, Docs
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Transfer California property to someone else with the easy-to-use legal forms and information in this guide Whenever you transfer real estate in the Golden State -- because of marriage, divorce, death or for estate planning purposes -- you need a new deed. Deeds for California Real Estate shows you how to choose the right kind of deed, create it, then file it with the county recorder. This plain-English book has all the forms youíll need, with step-by-step instructions for completing them quickly and accurately. Learn how to: put real estate in joint tenancy or community property add or remove someone's name from the title of real estate you own transfer real estate into, or out of, a revocable living trust transfer property into a family corporation or partnership borrow or lend money with real estate as security use real estate as security for a loan buy out a co-owner of jointly held real estate Deeds for California Real Estate explains potential complications involving gift taxes, spouses' property rights, disclosure statements required by state or federal law, and tax and estate planning aspects of property transfers. The 8th edition is completely updated with the latest federal gift and estate tax information. The CD-ROM that accompanies the printed version of this book includes forms or other tools; in this eBook, you'll find all those documents in the appendix or at the back of the book.