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Author: Daniel Collins
Publisher: Hackard Global Media, LLC
ISBN: 9780999144640
Category :
Languages : en
Pages : 150
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Book Description
Most people are woefully unprepared to take on the thankless task of administering a trust or probate estate, and worse still, they believe that their attorney will handle all their nitty-gritty details. In PROBATE & TRUST ESTATE ADMINISTRATION TIPS & TRICKS, licensed California real estate broker, court-appointed Receiver, and Partition Referee Dan Collins offers a common-sense, plain-speaking, and practical guide for laymen that cuts through the jargon and explains which jobs most people can do themselves, and which require experts and professionals. Save time and money
Author: Daniel Collins
Publisher: Hackard Global Media, LLC
ISBN: 9780999144640
Category :
Languages : en
Pages : 150
Get Book Here
Book Description
Most people are woefully unprepared to take on the thankless task of administering a trust or probate estate, and worse still, they believe that their attorney will handle all their nitty-gritty details. In PROBATE & TRUST ESTATE ADMINISTRATION TIPS & TRICKS, licensed California real estate broker, court-appointed Receiver, and Partition Referee Dan Collins offers a common-sense, plain-speaking, and practical guide for laymen that cuts through the jargon and explains which jobs most people can do themselves, and which require experts and professionals. Save time and money
Author: Margaret A. Munro
Publisher: John Wiley & Sons
ISBN: 1119543878
Category : Law
Languages : en
Pages : 432
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Book Description
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: Margaret Atkins Munro
Publisher: John Wiley & Sons
ISBN: 047045329X
Category : Law
Languages : en
Pages : 555
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Book Description
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: Gordon Mead Bennett
Publisher: Barnes & Noble Publishing
ISBN: 9780760754726
Category : Business & Economics
Languages : en
Pages : 232
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Book Description
Learn how simple it is to create your own probate-avoiding, tax-saving living trust without the expense and double-talk of a lawyer. Find out: Why a living trust is better than a will, how to quickly and easily transfer assets into your trust, how married couples can double their estate tax exemption, the best way to name a gardian for your underage children, how to protect yourself and your assets in the case of physical or mental incapacity, how to assign financial and health care powers of attorney, and more.
Author: Robert A. Esperti
Publisher: McGraw Hill Professional
ISBN: 0071787909
Category : Business & Economics
Languages : en
Pages : 369
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Book Description
“Our #1 choice in estate planning books.” –Ken & Daria Dolan The bestselling guide to securing a sound financial future for you and your loved ones—updated for uncertain times In our time of political, social, and economic upheaval, taking steps to protect your estate isn’t enough to provide peace of mind for you or financial security for your loved ones. Given these new levels of uncertainty, you need to reduce risk by using life insurance and other financial products to fund estate planning. This new, fully updated edition of the estate planning classic helps you take your estate planning to the next level. In addition to all the basics on wills, jointly held property, taxation, and philanthropy, Protect and Enhance Your Estate covers the latest developments regarding: Disability planning Living trusts Asset protection Family limited partnerships Proper use of life and long-term care insurance
Author: Ronald Farrington Sharp
Publisher: Simon and Schuster
ISBN: 1621537315
Category : Business & Economics
Languages : en
Pages : 213
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Book Description
Learn how to prepare your estate and avoid costly mistakes Want to avoid probate? Gleaned from his forty-four years as an estate attorney, Sharp describes the probate process and the many reasons why it should be your last resort in estate settlement methods in How to Avoid Probate for Everyone. Living trusts are important, but there are many alternatives to using a living trust for probate avoidance. These alternatives are explained step-by-step as Sharp delves into the details. Examples of such approaches include: While state laws vary, most allow for expedited procedures for low-value estates without having to create a trust. There are a dozen different ways of leaving assets to heirs automatically at death. Special types of deeds allow you to keep control of your real estate during lifetime yet transfer it to heirs automatically at death. There are several ways of titling vehicles that allow heirs to get them without court procedures. Beneficiary designations on bank and investment accounts keep them out of your probate estate. Joint ownership of accounts and real estate can solve inheritance problems. Common myths and misconceptions about estates and probate are debunked. Trusts are covered in detail, including a section on must-use trust provisions to cover common complications and showing how a trust can easily resolve these. Joint and single trusts are examined and issues, such as how to handle personal property items, are suggested. (For instance, who gets the piano?) By avoiding probate court-supervised adult guardianship and conservatorship, families can avoid embarrassing and time-consuming incompetency hearings in court. Samples of the described documents are also included to give the reader an idea of what the paperwork actually looks like. Sharp’s matter-of-fact explanations will prepare any reader to take the necessary steps to prepare their estate with confidence and avoid probate.
Author: Joe Herbert
Publisher: Bookbaby
ISBN: 9781543988130
Category : Business & Economics
Languages : en
Pages : 0
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Book Description
The executor or administrator of a probate or a trustee of a trust who must sell real estate to settle an estate is typically faced with 14 challenges. Furthermore, the typical executor, administrator or trustee is not trained in being in this position nor are they experienced. Consequently, they will make mistakes that cost the estate time and money and sometimes heartache. This book is to help them become educated and make better decisions.These challenges include neighbors, bargain hunters, timing, security, tenants or family members living in the home, distance, heirs, cleaning out the property, repairs, trust issues, overwhelm, legal liability, liens and selling items in the home.
Author: Bradford Curtis Brinkman
Publisher: CreateSpace
ISBN: 9781499221541
Category : Business & Economics
Languages : en
Pages : 154
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Book Description
$29 can save you from a nervous breakdown..get your questions answered here quickly and easily! But My Realtor Did Not Tell Me That?! I have so many questions...but I don't want to keep bugging my attorney! Save Yourself The Gray Hair and Sleepless Nights Worrying About Your Property in Probate and order your copy! 'This is your eyes wide open' permission slip to take control, organize, prepare and take action...and successfully complete your real estate probate transaction! This book is about what is really going on: A No B.S. step by step take you by the hand manual that reveals what most real estate agents don't tell you about probate real estate.
Author: Robert A. Esperti
Publisher: McGraw-Hill Companies
ISBN:
Category : Business & Economics
Languages : en
Pages : 324
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Book Description
Bob Esperti and Renno Peterson have revolutionized the estate planning process with techniques that keep estates intact. Now, readers can take advantage of their innovative strategies with practical, easy-to-implement tips on working with wills, federal estate taxes, and the other hows and whys of estate planning. Illustrated.
Author: Christopher Benson
Publisher:
ISBN: 9781946481771
Category :
Languages : en
Pages :
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Book Description
