Search results for: the-executors-guide-settling-a-loved-ones-estate-or-trust

The Executor s Guide

Author : Mary Randolph
File Size : 65.22 MB
Format : PDF
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Millions of baby boomers are currently (or will soon be) serving as executors, and this book shows exactly what to do to make the job manageable.

Estate Trust Administration For Dummies

Author : Margaret A. Munro
File Size : 58.12 MB
Format : PDF, ePub, Mobi
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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.

8 Ways to Avoid Probate

Author : Mary Randolph
File Size : 21.92 MB
Format : PDF, Kindle
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By 2030, every member of the "baby boomer" generation will be 65 or older. The readership is there, looking to save family members money and hassle when the time comes. 8 Ways to Avoid Probate helps estate planners make sure assets go to the right people.

Every Californian s Guide To Estate Planning

Author : Liza W. Hanks
File Size : 38.5 MB
Format : PDF, ePub, Docs
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Finally, an Estate Planning Guide for Californians Every Californian’s Guide to Estate Planning helps you understand the basics of leaving money and property to loved ones and charities, and naming a guardian for children—with a special focus on issues unique to California, like: how community property rules affect inheritance and taxes how to minimize capital gains for those inheriting high value real estate legal and tax rules that apply to non-citizens and U.S. permanent residents important issues for international guardians, trustees, and executors how to understand the impact of “Prop 19,” and make sure your heirs don’t lose a low (“Prop 13”) property tax rate, and how to avoid California’s slow and expensive probate system through options such as transfer-on-death deeds. With Downloadable Worksheets Includes access to essential worksheets that help you get started on writing a will, preparing a trust, choosing a guardian, leaving money to kids, naming beneficiaries, choosing agents for your health care directive and power of attorney for finances, doing a personal inventory, and more. details inside.

How to Manage Your Finances Collection

Author : Liz Weston
File Size : 36.10 MB
Format : PDF
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In Your Credit Score: How to Improve the 3-Digit Number That Shapes Your Financial Future, fourth edition , Weston thoroughly covers brand-new laws changing everything from how your credit score can be used to how you can communicate with collectors. Weston also updates her guidance on using FICO 08 to raise your score… fighting lower limits or higher rates… maintaining the right mix of cards and balances… bouncing back from bad credit… choosing credit "solutions" that help, not hurt… and much more! In There Are No Dumb Questions About Money , Weston answers your most pressing questions, helping you navigate today's more-complicated-than-ever financial world. Through real-life reader questions and clear, to-the-point answers, Weston shows how to manage your spending, figure out what you can and can't afford, and choose the smartest ways to pay off your debt. You'll discover why most investment strategies don't work, and identify better ways to save for retirement. But you'll also learn to handle the trickier, emotional side of money: how to avoid fights with your partner, deal with spendthrift children or parents, and spot con artists or lousy advisors before you get robbed. Using humor, keen insight, and time-tested financial planning principles, Weston can help you wrangle your money into shape -- and find your own path to financial freedom.

Plan Your Estate

Author : Denis Clifford
File Size : 40.56 MB
Format : PDF
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This book provides the information and encouragement you need to create security for your property, your children, and your health. In plain English, it covers every standard estate planning topic in detail. The information in this book will help you formulate your plan and will save you time and money, whether you create your own estate plan or go to a lawyer for assistance.

Estate Planning Basics

Author : Denis Clifford
File Size : 24.54 MB
Format : PDF, ePub, Mobi
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This book provides concise, straightforward, and easy to read information about the major components of estate planning – without going into endless detail about arcane options that apply only to the wealthy. Topics include: Wills. Why you need one, how to make one, and when having just a will is enough. Living Trusts. When they’re useful, how they work, and whether you need a lawyer to make one. Young Beneficiaries. How to protect gifts you leave to young people to young people, by naming a responsible adult to manage the property until they come of age. Avoiding Probate. What is probate, why you might want to avoid it, and how to do it. Planning for Incapacity. Why you should make powers of attorney and health care directives to plan for a time when you cannot make decisions about your finances or your medical care. Best-selling Nolo author Denis Clifford uses plain English to make these estate planning issues easy to understand, and he lets you know which tasks you can handle yourself and when you’ll need a lawyer’s help.

A Legal Guide for Lesbian Gay Couples

Author : Frederick Hertz
File Size : 48.20 MB
Format : PDF, Docs
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Protect yourself and your loved one with sound legal planning Gay and lesbian couples have gained a lot of legal ground in recent years, including the right to marry. Although same-sex marriage is legal, it’s important to stay up to speed on the laws governing parentage, adoption, civil unions, and domestic partnerships, which vary from state to state. And if you choose to remain unmarried, it’s essential that you protect your rights and define your relationship in the eyes of the law—A Legal Guide for Lesbian & Gay Couples can help. This plain-English guide shows you how to: have and raise children through adoption, donors, surrogacy, or foster parenting jointly buy a house or other property make decisions about living together, marrying, or registering make a will or living trust make medical decisions for each other, and deal with the end of a relationship. The 20th edition is completely revised to provide the latest on same-sex relationships and parentage laws. With Downloadable Forms: includes access to 35 essential legal forms, including a sample parenting agreement, a will, and more.(details inside).

Quick Legal Will Book

Author : Denis Clifford
File Size : 78.29 MB
Format : PDF, Docs
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Your will, made easy Write a will that suits your needs with a minimum of fuss. This book provides all the forms and step-by-step instructions you need to create a simple, valid will that protects your family and property after your death. Make a will that lets you: name beneficiaries to inherit your assets choose a guardian for young children set up trusts for minors, and name an executor (and a backup). Learn how to: choose appropriate witnesses finalize your will, and revoke or change your will if necessary. This book also explains basic estate planning, including steps you can take to avoid probate court. The updated 9th edition includes the latest changes in federal estate tax law and a new appendix that lists state probate exceptions. With Downloadable Forms: download wills, a beneficiary worksheet, and other forms (details inside).

How to Manage Your Bills Collection

Author : Liz Weston
File Size : 42.34 MB
Format : PDF, ePub, Docs
Download : 819
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Today, people struggling with debt have far fewer options: lenders are stingier, which makes it harder to avert disaster, or to recover from setbacks like foreclosure, short sales, or bankruptcy. (Meanwhile, people with good credit have more options than ever, including some of the lowest interest rates in decades.) Debtors need an up-to-date guide that can help them assess options, find help, discover opportunities, and take action that works. Liz Weston's Deal with Your Debt, Updated and Revised Edition is that guide. In this extensively updated guidebook, Weston shows which debts can actually help build wealth over time, and which are simply toxic. She presents up-to-date, real-world strategies for assessing and paying off debt, including money-saving insights on which debts to tackle first. She also offers practical guidelines for assessing how much debt is safe -- and compassionate, realistic guidance for people who've gone beyond the safety zone. In There Are No Dumb Questions About Money , nationally-renowned personal finance journalist and best-selling author Liz Weston answers your most pressing questions, helping you navigate today's more-complicated-than-ever financial world. Through real-life reader questions and clear, to-the-point answers, Weston shows how to manage your spending, figure out what you can and can't afford, and choose the smartest ways to pay off your debt. You'll discover why most investment strategies don't work, and identify better ways to save for retirement. But you'll also learn to handle the trickier, emotional side of money: how to avoid fights with your partner, deal with spendthrift children or parents, and spot con artists or lousy advisors before you get robbed. Using humor, keen insight, and time-tested financial planning principles, Weston can help you wrangle your money into shape -- and find your own path to financial freedom.