Search Results for "trustee-s-legal-companion-the-a-step-by-step-guide-to-administering-a-living-trust"

The Trustee's Legal Companion

The Trustee's Legal Companion

A Step-by-Step Guide to Administering a Living Trust

  • Author: Liza Hanks,Carol Elias Zolla
  • Publisher: Nolo
  • ISBN: 1413323650
  • Category: Law
  • Page: 416
  • View: 8163
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Millions of Americans have created living trusts over the past couple of decades, giving little or no thought to what the successor trustee will have to do when the time comes. This book shows every trustee how to handle paperwork, keep beneficiaries informed, and get help from experts if necessary.

The Everything Executor and Trustee Book

The Everything Executor and Trustee Book

A Step-by-Step Guide to Estate and Trust Administration

  • Author: Douglas D Wilson
  • Publisher: Simon and Schuster
  • ISBN: 1440571325
  • Category: Law
  • Page: 304
  • View: 8908
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Essential information for executors or trustees for wills and trusts! Being appointed the task of carrying out the terms of a will or trust is daunting, especially if it's your first time. The good news is you won't have to figure it out alone. Certified Trust and Financial Advisor Douglas D. Wilson takes the worry out of the process and provides information on important responsibilities that must be performed after a loved one dies. This all-in-one guide includes information on: Filing a will in court Hiring a lawyer or doing it yourself Notifying beneficiaries Finding and managing the deceased's assets Paying outstanding debts or taxes You'll even find sample tax forms and step-by-step walk-throughs of what you'll need to know when overseeing asset distribution, terminating existing accounts, opening an estate bank account, and closing the estate. No matter your experience level, The Everything Executor and Trustee Book will be there to help you every step of the way!

How to Settle Your Living Trust

How to Settle Your Living Trust

How You Can Settle a Living Trust Swiftly, Easily, and Safely

  • Author: Henry W. Abts,Abts Henry
  • Publisher: McGraw Hill Professional
  • ISBN: 9780809228447
  • Category: Business & Economics
  • Page: 464
  • View: 8451
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With samples and explanations of all the necessary documents, this guide provides everything readers need to know in order to dissolve and dispose of assets, understand legal and financial aspects of trusts, handle asset valuation, and more.

Make Your Own Living Trust

Make Your Own Living Trust

  • Author: Denis Clifford
  • Publisher: Nolo
  • ISBN: 1413323405
  • Category: Law
  • Page: 360
  • View: 6685
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Living trusts simplified! Protect your family and avoid probate with this bestselling guide Death may be inevitable, but probate doesn't have to be. By creating a living trust, your property will bypass lengthy and expensive probate proceedings and go directly to the people you've designated, quickly and easily. Make Your Own Living Trust explains what living trusts are, how they work, why you may want one. You'll learn how to: create an individual or shared living trust transfer assets to your trust, including real estate, stocks and bonds, jewelry, art, or a small business name beneficiaries for all trust property sign your document and make it legal appoint someone to manage property left to minors or young adults provide for trust property management if you become incapacitated retain absolute control over trust property while you live register, amend, or revoke a trust, and make a basic will. Make Your Own Living Trust includes all the forms you need to create your own trust, plus step-by-step instructions for filling them out. Completely updated and revised, this edition includes the latest tax and legal information, including updated information about the federal estate tax. Good in all states except Louisiana.

Mom's Guide to Wills & Estate Planning, The

Mom's Guide to Wills & Estate Planning, The

  • Author: Liza Hanks
  • Publisher: Nolo
  • ISBN: 1413310710
  • Category: Law
  • Page: 242
  • View: 2255
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Presents a comprehensive guide on understanding and preparing wills and trusts for parents of young children, describing the process of selecting a guardian, buying life insurance, designating powers of attorney, and choosing beneficiaries.

The Executor's Guide

The Executor's Guide

Settling a Loved One's Estate or Trust

  • Author: Mary Randolph
  • Publisher: Nolo
  • ISBN: 1413324819
  • Category: Law
  • Page: 520
  • View: 3430
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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.

Estate and Trust Administration For Dummies

Estate and Trust Administration For Dummies

  • Author: Margaret Atkins Munro,Kathryn A. Murphy
  • Publisher: John Wiley & Sons
  • ISBN: 1118412265
  • Category: Law
  • Page: 408
  • View: 9632
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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.

The Executor's Guide

The Executor's Guide

  • Author: Mary Randolph
  • Publisher: Nolo
  • ISBN: 1413316921
  • Category: Law
  • Page: 520
  • View: 506
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If you're faced with wrapping up the affairs of a loved one who has died, you may feel overwhelmed by all the work ahead -- especially when you're grieving. But with the right legal and practical information, you can do it. The Executor's Guide will help you make progress one step at a time by assisting you in navigating an unfamiliar land of legal procedures and terminology -- all while saving you time and money. It explains how to: prepare for the job of executor or trustee take your first steps claim life insurance, Social Security and other benefits make sense of a will what to do if there is no will determine whether probate is necessary care for children and their property file taxes deal with family members handle trusts look up your state's laws work with lawyers, appraisers, accountants and other experts This edition has been updated to include expanded information on dealing with online accounts, as well as tables outlining key points of each state's laws, the latest information on estate taxes, and worksheets that help you stay organized and on track.

How to Probate an Estate in California

How to Probate an Estate in California

  • Author: Julia Nissley,Lisa Fialco
  • Publisher: Nolo
  • ISBN: 1413324894
  • Category: Law
  • Page: 464
  • View: 5989
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Handle probate yourself - and save time and money When you've lost a loved one, the inevitable legal matters can seem difficult and confusing. But in most cases, probate involves little more than routine paperwork to transfer assets to family members and other beneficiaries. How to Probate an Estate in California explains, step-by-step, how to wrap up a basic estate. Whether you do it yourself or work with a lawyer, you'll save money and time. With this easy-to-follow guide, you'll learn how to: read and understand a will or trust determine who inherits if there is no will pay bills and taxes complete and file all necessary court paperwork collect life insurance and other death benefits transfer real estate, securities, vehicles, and other assets to heirs and beneficiaries transfer some assets without probate Even if you hire a lawyer to do some of the paperwork, this book demystifies the process so that you can make informed decisions and communicate intelligently with the attorney about the estate--and save cash in the process. Why pay a lawyer over $15,000 to probate a $500,000 estate, when you can do much of it on your own? Every page of this new edition has been reviewed and revised by a practicing probate lawyer. It provides fresh and accurate information about probating an estate in California.

The Living Trust Advisor

The Living Trust Advisor

Everything You (and Your Financial Planner) Need to Know about Your Living Trust

  • Author: Jeffrey L. Condon
  • Publisher: John Wiley & Sons
  • ISBN: 1119093317
  • Category: Business & Economics
  • Page: 416
  • View: 3131
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A comprehensive guide to living trusts, with expert financial and legal guidance The Living Trust Advisor is an expert guide for both advisors and their clients on the complex process of establishing, living with, and maintaining a living trust. Written by renowned family inheritance attorney Jeffrey L. Condon, this book discusses the various aspects of this important document, and shows you how to manage a seamless transfer of assets to various beneficiaries. This new second edition has been fully updated and revised to reflect the extensive changes to the Estate Tax Law that have taken place since the initial publication, giving you the most up-to-date information and guidance on preserving your wealth and helping your heirs avoid estate tax liability. You'll develop a vision for your trust before you ever meet with an attorney or other key players, and learn how to establish and maintain a trust that remains rock-solid for your lifetime and beyond. As the living trust has replaced the will as the primary means of settling after-death estates, clear guidance and current legal information is of utmost importance for advisors and clients alike. This book is a valuable resource for every stage of planning and execution, helping you ensure that you provide for your beneficiaries the way you intend. Know what to think about before your first meeting with a lawyer Establish and manage your living trust to carry out your wishes Identify potential inheritance problems and build solutions into the trust Distribute assets to future generations, and protect them after the transfer Dealing with complex financial and legal issues while facing our own mortality is a difficult task, but making these decisions is critical to the future outcome of your estate. The Living Trust Advisor expertly guides you through the process so you can be confident that your wishes will be carried out.

A visual artist's guide to estate planning

A visual artist's guide to estate planning

  • Author: Marie Walsh Sharpe Art Foundation,Judith Rothschild Foundation,Wolf, Keens & Company
  • Publisher: N.A
  • ISBN: 9780966518801
  • Category: Law
  • Page: 278
  • View: 7665
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How to Probate an Estate in California

How to Probate an Estate in California

  • Author: Julia Nissley,Lisa Fialco
  • Publisher: Nolo
  • ISBN: 1413324894
  • Category: Law
  • Page: 464
  • View: 9973
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Handle probate yourself - and save time and money When you've lost a loved one, the inevitable legal matters can seem difficult and confusing. But in most cases, probate involves little more than routine paperwork to transfer assets to family members and other beneficiaries. How to Probate an Estate in California explains, step-by-step, how to wrap up a basic estate. Whether you do it yourself or work with a lawyer, you'll save money and time. With this easy-to-follow guide, you'll learn how to: read and understand a will or trust determine who inherits if there is no will pay bills and taxes complete and file all necessary court paperwork collect life insurance and other death benefits transfer real estate, securities, vehicles, and other assets to heirs and beneficiaries transfer some assets without probate Even if you hire a lawyer to do some of the paperwork, this book demystifies the process so that you can make informed decisions and communicate intelligently with the attorney about the estate--and save cash in the process. Why pay a lawyer over $15,000 to probate a $500,000 estate, when you can do much of it on your own? Every page of this new edition has been reviewed and revised by a practicing probate lawyer. It provides fresh and accurate information about probating an estate in California.

Basics of Trust Administration -- California

Basics of Trust Administration -- California

  • Author: Patricia K. Rice
  • Publisher: Lulu.com
  • ISBN: 9781430322702
  • Category: Law
  • Page: 164
  • View: 8253
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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.

Every Californian's Guide To Estate Planning

Every Californian's Guide To Estate Planning

Wills, Trust & Everything Else

  • Author: Liza Hanks
  • Publisher: Nolo
  • ISBN: 141332469X
  • Category: Law
  • Page: 250
  • View: 9673
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Estate planning books often fall into two categories: Those that are overwhelming and full of jargon, focusing on strategies to avoid taxes, or those that provide a general overview of wills, trusts, and estate planning tools and issues at a basic level. Every Californian's Guide to Estate Planning is different: It focuses on estate planning issues that are unique to people who call California home. California is different from almost anywhere else, people come from all over the world to live here, less than 25% of our families fit the traditional model, property is subject to community property rules, and our property tax rates are kept low until a property changes hands. No other estate planning book on the market addresses international issues, how to plan for blended families, how and why community property matters in an estate plan, or how to pass low property taxes on to your children. Written by an estate planning attorney with more than 15 years of experience, complex issues are explained in clear and concise language with lots of examples based on real life stories.

Quick & Legal Will Book

Quick & Legal Will Book

  • Author: Denis Clifford
  • Publisher: Nolo
  • ISBN: 1413324037
  • Category: Business & Economics
  • Page: 208
  • View: 1012
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In all 50 states, if you die without an estate plan, state law determines what happens to your property. To take control of what happens to your property when you die, you can use this book to create a will that distributes your property, names your executor, and sets up guardianships for your children and their property.

Plan Your Estate

Plan Your Estate

  • Author: Denis Clifford
  • Publisher: Nolo
  • ISBN: 1413325122
  • Category: Law
  • Page: 544
  • View: 7388
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Turn to Plan Your Estate for straightforward, plain-English explanations of each of your estate-planning options, so you can make the best decisions for you and those you love. Attorney Denis Clifford shows you how to: avoid probate leave property through a will or trust use life insurance to provide for your loved ones name a guardian for your minor children leave property to a young person plan for incapacity implement strategies specific to business owners reduce estate taxes, and make final arrangements. Applies in all U.S. states except Louisiana.

The Global Guide to Trusts

The Global Guide to Trusts

A Systematic Analysis of the Legal Regime and Tax Treatment of Trusts in 21 Jurisdictions

  • Author: Jean-marc Tirard
  • Publisher: N.A
  • ISBN: 9782970060291
  • Category:
  • Page: 368
  • View: 1177
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The GLOBAL GUIDE TO TRUSTS provides detailed answers on the tax treatment of trusts in 21 jurisdictions. The Global Guide to Trusts represents the work of a team of outstanding tax practicioners under the editorship of Jean-Marc Tirard, a leading trust specialist. For each jurisdiction, the author answers the same set of 22 questions relative to: Legal Considerations Tax Considerations Tax treatment of the creation of a trust Tax treatment of distribution from a trust to its beneficiaries Tax implications of settlor's death Tax implications of the termination of a trust Reporting obligations

Wills, Trusts, and Estates, Tenth Edition

Wills, Trusts, and Estates, Tenth Edition

  • Author: Robert H. Sitkoff,Jesse Dukeminier
  • Publisher: Wolters Kluwer Law & Business
  • ISBN: 1454876425
  • Category: Law
  • Page: 1072
  • View: 4540
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Wills, Trusts, and Estates