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Author : Douglas D. Wilson
Publisher : Simon and Schuster
Page : 304 pages
File Size : 55,8 Mb
Release : 2014-01-08
Category : Law
ISBN : 9781440570872
Offers information for executors and trustees on carrying out the terms of a will or trust, including assest distribution, terminating existing accounts, opening an estate bank account, and closing the estate.
Author : Douglas D. Wilson
Publisher : Fiduciary Pub
Page : 383 pages
File Size : 50,8 Mb
Release : 2000
Category : Law
ISBN : 0970489005
Author : Margaret Atkins Munro,Kathryn A. Murphy
Publisher : John Wiley & Sons
Page : 439 pages
File Size : 55,5 Mb
Release : 2013-05-07
Category : Law
ISBN : 9781118412268
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 : Holmes F. Crouch
Publisher : Unknown
Page : 232 pages
File Size : 55,7 Mb
Release : 1993
Category : Business & Economics
ISBN : 0944817122
Covers letters testamentary, inventory & appraisement, Form 706, death tax computations, and estate closing.
Author : Jennifer Greenan,CCH Canadian Limited
Publisher : CCH Canadian Limited
Page : 316 pages
File Size : 40,6 Mb
Release : 2003
Category : Law
ISBN : 1553672135
Author : KEITH S. NEVOLA GRUBE ESQ (JOHN E. GRUBE, KURT J.),Kurt J. Grube,Keith S. Grube
Publisher : Createspace Independent Publishing Platform
Page : 0 pages
File Size : 55,6 Mb
Release : 2012-06-19
Category : Executors and administrators
ISBN : 1475282192
Have you been named as an executor of a will or just want to know what the process of estate administration from a practical standpoint is all about? Then read on!This book is meant to help those who have been named as an executor, for someone who has asked a loved one in to be in charge of their estate or for one who just generally wants to know what the process of closing an estate is all about. It has some technical elements, like how to sell or transfer stock and - but the real value of the book is setting expectations. It includes advice such as; making the funeral arrangements, dividing up the jewelry and selling the furniture. More importantly, it gives the first time executor enough information so they can be conversant when talking to lawyers, accounts and beneficiaries. That's the main reason this book is different than others - it has more of the practical versus the legalese. It basically helps someone who's never been an executor before or hasn't been exposed to the process and needs a little bit of help to carry out the wishes of a loved one. It's about things like; how long the process will take, fairness with beneficiaries, what curveballs might be thrown your way and what some of the pitfalls that might be encountered. For example, you should be aware that some insurance companies will drop homeowners insurance or not honor the policy if the house is vacant for an extended period of time. Again, that's where the value of this book is, eliminating some of those first time "unknowns" of being the executor of an estate. There is also a short "What should I do if?" chapter to answer questions such as; what if someone else wants to be the executor, if someone sues the estate, if the beneficiaries don't want to sign the refunding bonds, etc...In addition to the practical help, this book can help save you some fees when you administer the estate. You can close bank accounts, close insurance policies, transfer stock, send refunding bond notices, and file the will for probate by yourself. All those things are not hard to do, they're mostly administrative in nature and can be handled by a layperson. The idea is to let the lawyers focus on their areas of expertise while you focus on those administrative items.
Author : David E. Edey
Publisher : FriesenPress
Page : 143 pages
File Size : 54,8 Mb
Release : 2021-09-07
Category : Family & Relationships
ISBN : 9781039107281
David Edey wants to save you a lot of trouble! In this self-help book he clearly, concisely, and repeatedly explains why it is important that every individual appoint an executor of their estate; what it means to be an executor of an estate; and how having a knowledgeable and responsible executor can help ensure a family’s wealth, welfare, health, and future happiness. The book is filled with advice, tips, and many real-life examples demonstrating what can go wrong (and what can go right), depending on whether or not families plan accordingly in advance, communicate clearly with one another, and are willing to put petty and selfish differences aside. No one likes talking about death and inheritances before they absolutely have to, but as Edey learned from personal experience, having these conversations earlier, rather than later, will save a lot of time and money, alleviate a ton of stress and ill feeling, and ensure that the deceased’s wishes are properly and efficiently carried out.
Author : Marie Henein
Publisher : Signal
Page : 305 pages
File Size : 46,7 Mb
Release : 2022-10-04
Category : Biography & Autobiography
ISBN : 9780771039362
INSTANT NATIONAL BESTSELLER A critically acclaimed, intimate and no-holds-barred memoir by Canada’s top defence lawyer, Nothing But the Truth weaves Marie Henein’s personal story with her strongly held views on society’s most pressing issues. Marie Henein, arguably the most prominent lawyer in the country, has written a memoir that is at once raw, beautiful, and altogether unforgettable. Her story, as an immigrant from a tight-knit Egyptian-Lebanese family, demonstrates the value of strong role models—from her mother and grandmother, to her brilliant uncle Sami who died of AIDS. She learned the value of hard work, being true to herself and others, and unapologetically owning it all. Marie Henein shares here her unvarnished view on the ethical and practical implications of being a criminal lawyer, and how the job is misunderstood and even demonized. Ironically, her most successful cases made her a “lightning rod” in some circles, confirming her belief that much of the public’s understanding of democracy and the justice system is based on popular culture and social media, and decidedly not the rule of law. As she turns fifty and struggles with the corrosive effect becoming invisible has on women, Marie doubles down on being even more highly visible and opinionated as she deconstructs, among other things, the otherness of the immigrant experience (Where are you really from?), the pros and cons of being a household name in this country, opening her own boutique law firm, and the commoditization of women’s previously unpaid labour popularized by the likes of Martha Stewart. Nothing But the Truth is refreshingly unconstrained and surprising—an account by a woman at the top of her game in a male-dominated world.
Author : Alexander A. Bove
Publisher : Macmillan + ORM
Page : 530 pages
File Size : 41,5 Mb
Release : 2005-12-27
Category : Law
ISBN : 9781466829008
The best legal guide to wills and estates—with more than 80,000 copies sold—now updated to cover the current asset protection options and estate laws Whether grappling with modest or extensive assets, The Complete Book of Wills, Estates, and Trusts has long been the indispensable guide for protecting an estate for loved ones. In this completely revised third edition, updated to cover the latest changes in estate law, attorney Alexander A. Bove, Jr., clearly explains • how to use a will to avoid probate and legal complications • how trusts work and how to use trusts to save taxes • how to contest a will and how to avoid a contest • how to settle an estate or make a claim against one • how to establish a durable power of attorney • how to protect assets from creditors In his straightforward and humorous style, Bove shares easy-to-understand legal definitions, savvy advice on taxes, and pragmatic and simple sample forms, all illustrated with entertaining examples and actual cases. The Complete Book of Wills, Estates, and Trusts is the best guide available for defending your financial legacy
Author : Theodore E. Hughes,David Klein
Publisher : Infobase Publishing
Page : 273 pages
File Size : 49,9 Mb
Release : 2007
Category : Business
ISBN : 9781438129891
The Executor's Handbook, Third Edition is a step-by-step guide to settling an estate for personal representatives, administrators, and beneficiaries.
Author : David G. Hoffman
Publisher : Red Wheel/Weiser
Page : 256 pages
File Size : 42,9 Mb
Release : 2016-03-21
Category : Law
ISBN : 9781632659675
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.
Author : Mary Randolph
Publisher : Unknown
Page : 128 pages
File Size : 50,6 Mb
Release : 2004
Category : Executors and administrators
ISBN : LCCN:2003069099
Author : Margaret A. Munro,Kathryn A. Murphy
Publisher : John Wiley & Sons
Page : 432 pages
File Size : 41,9 Mb
Release : 2018-12-27
Category : Law
ISBN : 9781119543879
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 : Jane B. Lorenz,Marguerite C. Lorenz
Publisher : Author House
Page : 77 pages
File Size : 43,8 Mb
Release : 2011-05-03
Category : Self-Help
ISBN : 9781456767273
Written by two longtime Professional Fiduciaries, "Ethics for Trustees", A Guide for All Who Serve as Trustee, is intended as a guideline for everyone who serves as a Trustee of a Trust; Experienced or inexperienced; Attorneys, Fiduciaries, CPAs, Family Members and Friends, etc. Quotes and concepts have been drawn from personal experience, from the Professional Fiduciary Association of California (PFAC) Code of Ethics and from the most recent California Probate Code (2011). Review by an experienced Trusts and Estates Attorney: Ethics for Trustees is an excellent guidebook that draws together important resources and reference materials. It covers some topics few other writers have addressed, and the authors draw on wealth of personal experience. The writing is clear and concise. It is a valuable addition to my professional library. Meredith G. Alcock Trusts and estates attorney www.aalapc.com Review by an Independent Financial Advisor: Whether you are already serving as a professional trustee or considering taking on this role for the first time, we recommend this book. Serving as a trustee is a challenging responsibility. This book will help you understand what is expected of you and how to best meet the role of trustee. Troy B. Daum, CFP Principal Wealth Analytics www.WealthAnalytics.com The Authors: Jane B. Lorenz, CPA, CLPF has been practicing as a CPA since 1975 and started serving as a Professional Trustee around 1990. Marguerite C. Lorenz, CTFA, CLPF began working with Jane in 2003 and has been serving as a Professional Trustee ever since. This book is a labor of love. They know from experience the challenges facing todays Fiduciary, whether amateur or professional. Many professional Fiduciaries operate as sole proprietors, without partners or staff . Jane and Marguerite have benefitted so much from their partnership and business model, they feel good about sharing some of what they have learned. The Readers: Everyone who is in the Estate Planning Process can benefit from a better understanding of what their Successor can and should do. The documents alone do nothing. The selection of the appropriate Successor Trustee is vitally important, as this is the one trusted to fulfill the Estate Plan provisions. How can the right Successor be selected if the one choosing is not familiar with what the job entails? Reading this concise volume gives the reader just what is needed. Before one accepts the role of Trustee he/she should understand the liability, the ethical issues and the depth of responsibility. We believe that reading this book may prevent family upset and financial disaster.
Author : Mary Randolph,Jennie Lin
Publisher : Nolo
Page : 473 pages
File Size : 44,7 Mb
Release : 2024-06-07
Category : Law
ISBN : 9781413331752
The step-by-step guide to serving as an executor, trustee, or estate representative If you need to wrap up the affairs of a loved one who has died, you may feel overwhelmed—especially when you’re grieving. But you can do it, and this book will show you how. The Executor’s Guide provides a clear road map through an unfamiliar land of legal procedures and terminology. You’ll learn what to do right away and what can wait. Find help on: • preparing for the job of executor or trustee • the first steps you should take after a loved one dies • claiming life insurance, Social Security, and other benefits • making sense of a will, and what to do if there is no will • how to determine whether probate is necessary • filing taxes • managing assets inherited by a minor child • probate court proceedings • handling simple trusts, and • working with lawyers, appraisers, accountants, and other experts. The 10th edition of The Executor's Guide contains updated tables that outline the key points of each state's laws. It also provides the latest information on estate tax laws. With Downloadable Worksheets: download and customize worksheets detailing information executors need to get organized, including an inventory of assets and debts (details inside).