The Executor S Guide

Author: Mary Randolph
Publisher: Nolo
ISBN: 1413324819
Size: 29.15 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.

Executor S Guide The

Author: Mary Randolph
Publisher: Nolo
ISBN: 1413316794
Size: 11.22 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
Publisher: NOLO
ISBN: 9781413316797
Size: 50.35 MB
Format: PDF, Mobi
View: 7289
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Explains an executor's duties and discusses probate, life insurance, bank accounts, debts and estate taxes. Original.

Estate Trust Administration For Dummies

Author: Margaret A. Munro
Publisher: For Dummies
ISBN: 1119543878
Size: 76.48 MB
Format: PDF
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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.

8 Ways To Avoid Probate

Author: Mary Randolph
Publisher: Nolo
ISBN: 1413317103
Size: 17.25 MB
Format: PDF, ePub
View: 7493
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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.

How To Settle A Simple Estate Without A Lawyer

Author: Linda C. Ashar
Publisher: Atlantic Publishing Company
ISBN: 1601386141
Size: 79.70 MB
Format: PDF, ePub
View: 2191
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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.

Plan Your Estate

Author: Denis Clifford
Publisher: Nolo
ISBN: 1413322859
Size: 17.87 MB
Format: PDF, ePub
View: 7776
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Protect your family with solid estate planning Estate planning sounds difficult—but most people just need a few basic documents. Let Plan Your Estate show you how to protect your loved ones from legal hassles and financial uncertainty after your death. For more than 20 years, this book has explained estate planning in plain English, including: wills avoiding probate living trusts bypass (AB) trusts naming guardians for children leaving property to children estate, gift, and inheritance taxes strategies for business owners leaving property to charity health care directives, and financial powers of attorney. The 13th edition of Plan Your Estate is completely updated to reflect the latest federal and state laws. Applies in all U.S. states except Louisiana.

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

Author: J. Hart
Publisher:
ISBN: 9781096309635
Size: 60.29 MB
Format: PDF
View: 5092
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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.

We The People S Guide To Estate Planning

Author: Ira Distenfield
Publisher: John Wiley & Sons
ISBN: 0471730912
Size: 66.67 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.

8 Ways To Avoid Probate

Author: Mary Randolph J.D.
Publisher: Nolo
ISBN: 1413317235
Size: 65.80 MB
Format: PDF
View: 2298
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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.