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.
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.
विषयसूची
Part I Getting Ready1. Overview
2. If You’re Asked to Be an Executor or Trustee
Part II First Steps
3. The First Week
4. The First Month
5. Claiming Life Insurance, Social Security, and Other Benefits
Part III Taking Care of the Estate
6. Making Sense of the Will
7. If There’s No Will
8. Taking Inventory
9. Managing Assets and Paying Bills
10. Caring for Children and Their Property
11. Taxes
Part IV Transferring Property
12. Property That Doesn’t Go Through Probate
13. Transferring Joint Tenancy and Other Survivorship Property
14. Transferring Community Property
15. Claiming Money in Retirement Plans
16. Claiming Payable-on-Death Assets
17. Special Procedures for Small Estates
18. The Regular Probate Process
Part V Handling Trusts
19. Wrapping Up a Simple Living Trust
20. Managing a Child’s Trust
Part VI Getting More Help
21. Finding More Information
22. Lawyers and Other Experts
G. Glossary
A. Appendix: State Information
Index
लेखक के बारे में
Mary Randolph earned her law degree from the Boalt Hall School of Law at the University of California, Berkeley. She is the author of The Executor’s Guide: Settling Your Loved One’s Estate or Trust, and 8 Ways to Avoid Probate. Randolph is also a coauthor of the legal manual for Quicken Will Maker Plus. She has been a guest on The Today Show and has been interviewed by many publications, including The Wall Street Journal, the Los Angeles Times, the San Francisco Chronicle, and more.यह ईबुक खरीदें और 1 और मुफ़्त पाएं!
भाषा अंग्रेज़ी ● स्वरूप EPUB ● पेज 520 ● ISBN 9781413324815 ● फाइल का आकार 5.6 MB ● प्रकाशक NOLO ● शहर Berkeley ● देश US ● प्रकाशित 2018 ● संस्करण 8 ● डाउनलोड करने योग्य 24 महीने ● मुद्रा EUR ● आईडी 5611673 ● कॉपी सुरक्षा Adobe DRM
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