Recommendation, Revocable Transfer on Death (TOD) Deed

Recommendation, Revocable Transfer on Death (TOD) Deed PDF Author: California Law Revision Commission
Publisher:
ISBN:
Category : Land titles
Languages : en
Pages : 172

Get Book Here

Book Description

8 Ways to Avoid Probate

8 Ways to Avoid Probate PDF Author: Mary Randolph
Publisher: Nolo
ISBN: 141333170X
Category : Business & Economics
Languages : en
Pages : 289

Get Book Here

Book Description
Probate court proceedings after a death can drag out and cost tens of thousands of dollars in attorney and court fees-money that would otherwise have gone directly to your loved ones. This topselling guide shows you the most effective ways to skip the probate process: name payable-on-death beneficiaries for financial accounts, own property jointly, leave real estate with transfer-on-death deeds, use a living trust, name the right beneficiaries for IRAs, 401(k)s, and other retirement plans, and, use probate shortcuts for small estates. Completely updated, this edition includes the latest state laws on probate avoidance methods, and covers all the estate-related impacts of the recent changes to federal rules on retirement distributions. In Nolo.com's Wills, Trusts & Probate center you'll find even more help from the experts at Nolo: hundreds of valuable articles and FAQs, useful legal forms, And if you decide you'd like a lawyer's help, you can visit our other sites, Lawyers.com and Avvo.com, for free, in-depth profiles of lawyers in your area.

Recommendation, Revocable Transfer on Death (TOD) Deed

Recommendation, Revocable Transfer on Death (TOD) Deed PDF Author: California Law Revision Commission
Publisher:
ISBN:
Category : Land titles
Languages : en
Pages : 172

Get Book Here

Book Description


The Executor's Handbook

The Executor's Handbook PDF Author: Theodore E. Hughes
Publisher: Simon and Schuster
ISBN: 1628738421
Category : Business & Economics
Languages : en
Pages : 207

Get Book Here

Book Description
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.

The Executor's Guide

The Executor's Guide PDF Author: Mary Randolph
Publisher: Nolo
ISBN: 1413331750
Category : Law
Languages : en
Pages : 473

Get Book Here

Book Description
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).

Estate Planning in Arizona

Estate Planning in Arizona PDF Author: Donald A. Loose
Publisher: Wheatmark, Inc.
ISBN: 160494000X
Category : Business & Economics
Languages : en
Pages : 173

Get Book Here

Book Description
Would you like to avoid probate and keep your financial affairs private? Are you interested in paying the minimum amount of estate and gift taxes? Estate Planning in Arizona is the reference you need. Written for Arizonans with little or no legal experience, this book tells you what you need to know: The basics of wills and trusts Protecting your assets Appointing guardians for your children Health care directives and living wills Taking title to real estate . . . and much more Providing you with a better understanding of the laws and issues involved in estate planning, this comprehensive, easy-to-understand book will help you to preserve wealth, protect your family, and create a winning succession plan.

Understanding Living Trusts

Understanding Living Trusts PDF Author: Vickie Schumacher
Publisher: Schumacher Publishing
ISBN:
Category : Law
Languages : en
Pages : 230

Get Book Here

Book Description
Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.

Estate Planning Basics

Estate Planning Basics PDF Author: Denis Clifford
Publisher: Nolo
ISBN: 1413331505
Category : Law
Languages : en
Pages : 194

Get Book Here

Book Description
Estate planning, in plain English Get the need-to-know basics about wills, trusts, avoiding probate, and planning for incapacity with Estate Planning Basics. This book lays out your options in plain English, guiding you to the right estate plan for you and your family. Learn how to: • make a will or living trust • name a guardian for your children • avoid probate • choose an executor • use durable powers of attorney, and • prepare a health care directive. The 12th edition is completely updated to reflect the latest information about estate planning.

Getting Started with Arizona Estate Planning

Getting Started with Arizona Estate Planning PDF Author: Scott David Stewart
Publisher:
ISBN: 9781732304161
Category :
Languages : en
Pages : 70

Get Book Here

Book Description
Estate planning guide introduces basic precepts, documents, and legal concepts in Arizona law and estate planning practice.

Nolo's Guide to Estate Planning

Nolo's Guide to Estate Planning PDF Author: Hanks Liza
Publisher: Nolo
ISBN: 1413331661
Category : Business & Economics
Languages : en
Pages : 401

Get Book Here

Book Description
"This book explains, to a national audience, how to provide for the distribution of one's assets upon death, by using designated beneficiaries, wills, and trusts"--

Loring and Rounds: A Trustee's Handbook, 2021 Edition

Loring and Rounds: A Trustee's Handbook, 2021 Edition PDF Author: Rounds
Publisher: Wolters Kluwer
ISBN: 1543818676
Category :
Languages : en
Pages : 1884

Get Book Here

Book Description
Loring and Rounds: A Trustee's Handbook is an invaluable practical resource that addresses the rights, duties, and obligations of the parties once the trustee takes title to trust property. This Handbook steers you through this complex field, providing property owners with a mechanism for seeing to the needs of beneficiaries in cost-effective, creative, efficient, and flexible ways. Loring and Rounds: A Trustee's Handbook is a handy, ready reference, and a gateway to the treatises, restatements, law review articles, uniform statutes, and cases you need to know. This fully integrated and bound volume of the 2021 Handbook brings you up to date on the latest cases, statutes, and developments, as well as new or updated discussion of topics as follow: The Handbook continues the lengthy process of pruning some of the deadwood; significant exposition has been cut, revised, or combined. In sum, the Handbook is now even leaner, meaner, and more usable than ever. In addition, numerous new cases and secondary sources have been added. These include the following: The 2021 Handbook fully covers the fourth income and principal act issued by the Uniform Law Commission, namely the Uniform Fiduciary Income and Principal Act (2018), otherwise known as UFIPA. UFIPA has been covered extensively in this edition and has been added in many separate sections. A new section covers remedies at law for breaches of trust, such as the tort of intentional interference with inheritance or acquisition by inter vivos transfer. In addition, the Handbook has been updated with 200+ new cases, including: Roth v. Jelley, holding that, when it comes to a judicial proceeding that could adversely affect the equitable property rights of a trust beneficiary,the beneficiary is entitled under the Due Process Clause of the Fourteenth Amendment to notice and an opportunity to be heard. This case also discusses the various consequences attendant to the failure to provide such notice. Hector v. Bank of N.Y. Mellon, where the court, having in part looked to the Restatement (Third) for guidance, held that the designated passive corporate trustee of a securitized fund of mortgage-backed notes would not be personally at fault, and therefore, not personally liable for any injuries to the tenants of a certain parcel of real estate, title to which the trustee had acquired via foreclosure, that might be occasioned by their exposure to lead paint in and about the premises. Murphy v. Trustee of Star Financial Bank, a case discussing the unfortunate linkage of survivorship and per stirpes: "to their surviving children per stirpes." The court held that the way in which "surviving" and "per stirpes" were linked rendered the provision itself ambiguous in that the "condition of survival negates the right of representation inherent in a per stirpes distribution." 2020 Tax Rates for Trusts and 2021 Projected Tax Rate Schedule for Trusts Note: Online subscriptions are for three-month periods. Previous Edition: Loring and Rounds: A Trustee's Handbook, 2020 Edition, ISBN 9781543818666