Estate Trust Administration For Dummies

Author : Margaret Atkins Munro,Kathryn A. Murphy
Publisher : John Wiley & Sons
Page : 462 pages
File Size : 41,9 Mb
Release : 2013-05-07
Category : Law
ISBN : 9781118412268

Get Book

Estate and Trust Administration For Dummies by Margaret Atkins Munro,Kathryn A. Murphy Pdf

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.

Author : Margaret A. Munro,Kathryn A. Murphy
Publisher : John Wiley & Sons
Page : 432 pages
File Size : 50,9 Mb
Release : 2018-12-27
Category : Law
ISBN : 9781119543879

Get Book

Estate & Trust Administration For Dummies by Margaret A. Munro,Kathryn A. Murphy Pdf

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.

Author : N. Brian Caverly,Jordan S. Simon
Publisher : John Wiley & Sons
Page : 384 pages
File Size : 52,8 Mb
Release : 2011-03-08
Category : Business & Economics
ISBN : 9781118053959

Get Book

Estate Planning For Dummies by N. Brian Caverly,Jordan S. Simon Pdf

If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.

Author : Aaron Larson
Publisher : John Wiley & Sons
Page : 360 pages
File Size : 42,9 Mb
Release : 2009-03-09
Category : Law
ISBN : 9780470507711

Get Book

Wills and Trusts Kit For Dummies by Aaron Larson Pdf

Navigate probate, tax issues, and state laws Create an estate plan and protect your family's interests Need a will, but have no idea where to start? This friendly guide shows youhow to prepare a legal will or trust — either on your own or with professional help — and ensure that your wishes are honored. You'll handle everything from planning your bequests and writing and signing a will to selecting a trust and drafting your durable power of attorney. Discover how to: Provide for your children Hire and work with professionals Minimize tax liabilities Amend or revoke a will or trust Avoid common estate planning mistakes Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

Author : Margaret Atkins Munro,Kathryn A. Murphy
Publisher : John Wiley & Sons
Page : 384 pages
File Size : 55,7 Mb
Release : 2008-11-24
Category : Law
ISBN : 047045329X

Get Book

Estate and Trust Administration For Dummies® by Margaret Atkins Munro,Kathryn A. Murphy Pdf

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.

Author : Anonim
Publisher : Unknown
Page : 128 pages
File Size : 51,5 Mb
Release : 2009
Category : Estates (Law)
ISBN : OCLC:852986564

Get Book

Estate & Trust Administration for Dummies by Anonim Pdf

Author : Julian Knight
Publisher : John Wiley & Sons
Page : 340 pages
File Size : 45,6 Mb
Release : 2011-02-14
Category : Law
ISBN : 9781119996828

Get Book

Wills, Probate, and Inheritance Tax For Dummies by Julian Knight Pdf

Planning how to pass your estate on doesn’t have to mean complications, legal jargon and huge bills. Wills, Probate and Inheritance Tax For Dummies, 2nd Edition takes you through the process step-by-step and gives you all the information you need to ensure that your affairs are left in good order. It shows you how to plan and write your will, minimise the stress of probate, and ensure that your nearest and dearest are protected from a large inheritance tax bill. Discover how to: Decide if a will is right for you Value your assets Leave your home through a will Appoint executors and trustees Choose beneficiaries Draw up a DIY will Work out how inheritance tax works and if you’re liable to it Find out what can and can’t be taxed

Author : Theodore E. Hughes,David Klein
Publisher : Infobase Publishing
Page : 273 pages
File Size : 47,9 Mb
Release : 2007
Category : Business
ISBN : 9781438129891

Get Book

The Executor's Handbook by Theodore E. Hughes,David Klein Pdf

The Executor's Handbook, Third Edition is a step-by-step guide to settling an estate for personal representatives, administrators, and beneficiaries.

Author : Aaron Larson
Publisher : John Wiley & Sons
Page : 416 pages
File Size : 41,5 Mb
Release : 2021-10-06
Category : Law
ISBN : 9781119832201

Get Book

Wills & Trusts Kit For Dummies by Aaron Larson Pdf

Enjoy peace of mind knowing that your assets will pass to your family according to your wishes Regardless of your age or income, writing a legal will is one of the greatest gifts you can give your family. But where do you begin? Wills & Trusts Kit For Dummies walks you through the most important considerations to have in mind when you’re deciding what will happen to your estate when you’re gone. Writing a will or setting up a trust isn’t as fun as binge watching the latest hot web series, but this book makes the task a little less daunting. Find out who needs a will or trust (spoiler alert: everyone!), when you should create one, and how to take the first steps. Handy online content includes practical worksheets, forms, and templates that simplify and explain the process of estate planning in language that doesn’t require a legal education to understand. With the help of Wills & Trusts Kit For Dummies, you’ll have a document that details your final wishes before you know it. Navigate probate, tax, and state laws that govern how property is passed to the next generation Avoid the most common estate planning pitfalls and mistakes Choose qualified professionals and specialists to help you make the best decisions for your family Designate a guardian for your children and plan for their financial needs You deserve to know that your loved ones will be properly taken care of when you’re no longer with them. Wills & Trusts Kit For Dummies delivers straightforward guidance and peace of mind on a subject that, sooner or later, we all must face.

Author : Terrance Hamilton Hall
Publisher : FriesenPress
Page : 222 pages
File Size : 53,7 Mb
Release : 2016-08-10
Category : Law
ISBN : 9781460242698

Get Book

Canadian Estate Planning Made Easy by Terrance Hamilton Hall Pdf

Often members of the public think that their estate needs are met simply by creating a will and holding assets jointly. What they do not realize is the many other tools available to them in the financial and legal fields, and advice sought in one field does not guarantee information flowing on tools used in the other. Uniquely, this book arms the general public with the knowledge to make intelligent choices among the many tools in both fields.

Author : Jennifer Greenan,CCH Canadian Limited
Publisher : CCH Canadian Limited
Page : 316 pages
File Size : 53,8 Mb
Release : 2003
Category : Law
ISBN : 1553672135

Get Book

The Executor's Handbook by Jennifer Greenan,CCH Canadian Limited Pdf

Author : Douglas D. Wilson
Publisher : Fiduciary Pub
Page : 383 pages
File Size : 54,7 Mb
Release : 2000
Category : Law
ISBN : 0970489005

Get Book

Executor and Trustee Survival Guide by Douglas D. Wilson Pdf

Author : Nicole Garton
Publisher : Unknown
Page : 176 pages
File Size : 54,5 Mb
Release : 2019-11-07
Category : Law
ISBN : 0228819717

Get Book

The Heritage Trust Estate Administration Boot Camp by Nicole Garton Pdf

Everything You Need to Know about Effectively Administering a British Columbia Estate. The Heritage Trust Estate Administration Boot Camp guide is a comprehensive and practical resource designed to assist an executor or administrator of a BC estate, from start to finish. From making funeral arrangements to the final distribution, this guide offers a detailed look at the responsibilities and potential liabilities associated with administering a BC estate, including: - Definitions of key concepts and terms - Initial responsibilities, including arranging the funeral and dealing with remains - How to prepare and apply for letters probate and letters of administration - How to prepare an inventory of assets and debts of the estate - Income tax basics - Estate accounting basics - Your role as trustee - Distribution of the estate - Compensation for the personal representatives - Estates of Indigenous People - And further resources available This practical guide will be indispensable for executors and administrators in BC.

Author : Patricia K. Rice
Publisher : Lulu.com
Page : 164 pages
File Size : 49,7 Mb
Release : 2007-06
Category : Law
ISBN : 1430322705

Get Book

Basics of Trust Administration -- California by Patricia K. Rice Pdf

Patricia K. Rice is a certified paralegal living in Northern California who, for the last ten years, has worked for an attorney certified by the State Bar of California in Probate, Estate Planning, and Elder Law. Ms. Rice administered her first trust in 1996 and since that time has been responsible for the administration of hundreds more. A few of those trusts have been insolvent and quite a few have had assets valued at more than one million dollars, with the majority somewhere in between. One trust administration is never quite like the one before, and with each one she learned a bit more about trust administration. The result is that she has become quite accomplished in the many details of administering trusts. Ms. Rice believes that most trustees, if provided with a step by step guide and sample forms, can administer a trust with minimal professional assistance.

Author : D. W. M. Waters,Mark R. Gillen,Lionel D. Smith
Publisher : Unknown
Page : 1639 pages
File Size : 50,7 Mb
Release : 2021
Category : Trusts and trustees
ISBN : 0779897277

Get Book

Waters' Law of Trusts in Canada by D. W. M. Waters,Mark R. Gillen,Lionel D. Smith Pdf