The Trustee's Legal Companion

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

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Author: Liza Hanks,Carol Elias Zolla

Publisher: Nolo

ISBN: 1413323650

Category: Law

Page: 416

View: 6106

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 Trustee's Legal Companion

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

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Author: Liza Hanks,Carol Elias Zolla

Publisher: Nolo

ISBN: 1413323669

Category: Law

Page: 416

View: 1041

You’re the trustee. Now what? Living trusts are popular estate planning tools, but if you’ve been chosen to serve as a trustee, you’re probably wondering where to begin. The Trustee’s Legal Companion has everything you need to get organized, get started, and get the job done. You’ll learn how to: decide whether to take on the job of trustee set up ongoing trusts for surviving spouses, children, or beneficiaries with special needs invest trust assets get help from lawyers, accountants, financial planners, and other experts handle taxes and prepare accountings work effectively with beneficiaries, and distribute trust property. The authors—attorneys who have helped many a bewildered trustee—show you, step by step, how to administer a living trust with confidence.

The Trustee's Legal Companion

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

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Author: Liza Hanks,Carol Elias Zolla

Publisher: N.A

ISBN: 9781413325973

Category: Business & Economics

Page: 416

View: 1828

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.

Trustee's Legal Companion, The

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

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Author: Liza Hanks,Carol Zolla

Publisher: Nolo

ISBN: 1413315283

Category: Law

Page: 419

View: 5186

Youíre the trusteeówhat now? Itís an honor to be entrusted with wrapping up the affairs of a deceased loved one, but itís also a big task, one you may find stressful and confusing. Here is a guide that you can rely on for help with the legal, personal and practical aspects of administering a living trust. The Trusteeís Legal Companion shows you exactly how to proceed, from handling paperwork to keeping beneficiaries informed, to knowing when to call in the professionals and how to work with them. Find out how to distribute money to the rightful beneficiaries, in keeping with the terms of the trust and state law, as well as a full breakdown of: what the job of trustee entails determining whether or not to take the job finding and working with legal and tax experts what to do with assets that should be in the trust but arenít subtrust funding managing an ongoing trust paying debts and taxes keeping good records to avoid challenges to your actions terminating the trust The Trusteeís Legal Companion is written with both the legal and the human element of the job in mind. It will help you gain peace of mind during a difficult time, while saving you time, money and headaches.

The Everything Executor and Trustee Book

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

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Author: Douglas D Wilson

Publisher: Simon and Schuster

ISBN: 1440571325

Category: Law

Page: 304

View: 6605

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!

Make Your Own Living Trust

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Author: Denis Clifford

Publisher: Nolo

ISBN: 1413323405

Category: Law

Page: 360

View: 785

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

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Author: Liza Hanks

Publisher: Nolo

ISBN: 1413310710

Category: Law

Page: 242

View: 717

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.

How to Settle Your Living Trust

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

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Author: Henry W. Abts,Abts Henry

Publisher: McGraw Hill Professional

ISBN: 9780809228447

Category: Business & Economics

Page: 464

View: 6988

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.

Estate and Trust Administration For Dummies

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Author: Margaret Atkins Munro,Kathryn A. Murphy

Publisher: John Wiley & Sons

ISBN: 1118412265

Category: Law

Page: 408

View: 4193

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

Settling a Loved One's Estate or Trust

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Author: Mary Randolph

Publisher: Nolo

ISBN: 1413324819

Category: Law

Page: 520

View: 8465

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.

The Executor's Guide

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Author: Mary Randolph

Publisher: Nolo

ISBN: 1413316921

Category: Law

Page: 520

View: 7452

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.

The Living Trust Advisor

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

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Author: Jeffrey L. Condon

Publisher: John Wiley & Sons

ISBN: 1119093317

Category: Business & Economics

Page: 416

View: 417

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.

How to Probate an Estate in California

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Author: Julia Nissley,Lisa Fialco

Publisher: Nolo

ISBN: 1413324894

Category: Law

Page: 464

View: 7523

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.

A visual artist's guide to estate planning

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Author: Marie Walsh Sharpe Art Foundation,Judith Rothschild Foundation,Wolf, Keens & Company

Publisher: N.A

ISBN: 9780966518801

Category: Law

Page: 278

View: 4809

How to Probate an Estate in California

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Author: Julia Nissley,Lisa Fialco

Publisher: Nolo

ISBN: 1413324894

Category: Law

Page: 464

View: 2424

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

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Author: Patricia K. Rice

Publisher: Lulu.com

ISBN: 9781430322702

Category: Law

Page: 164

View: 2246

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.

Living Trusts

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Author: Doug H. Moy

Publisher: John Wiley & Sons

ISBN: 0471456209

Category: Business & Economics

Page: 432

View: 7579

Everything estate owners need to establish a successful living trust When properly designed, a revocable living trust can provide all of the estate tax-saving benefits available under a decedent’s Last Will, eliminate a lifetime court-supervised financial guardianship of a person’s financial affairs in the event of physical or mental incapacity, and, upon the trustor’s death, facilitate estate administration without the necessity of a court-supervised process, or probate. Shockingly often, however, trusts are poorly designed and underfunded, nullifying all of their considerable advantages. Living Trusts, Third Edition shows the estate owner how to set up, fund, and manage a living trust that will protect the trustor’s financial affairs in both life and death. Order your copy today!

Asset Protection Planning for Seniors

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Author: Michael A. Babiarz

Publisher: iUniverse

ISBN: 0595457770

Category: Law

Page: 180

View: 9886

As the Baby Boomer generation ages and the sandwich generation is stressed between caring for children and caring for parents, questions are cropping up all across the nation: How can I protect the nest egg I've worked so hard to create? What happens to my assets if I die unexpectedly? Will I be able to afford long-term care? In Asset Protection Planning for Seniors, attorney Michael A. Babiarz shares numerous examples of the real-life problems that aging Americans face today. This is not another confusing form book or technical manual. Asset Protection Planning for Seniors is a simple, helpful guide, filled with examples aimed at addressing the basic concerns of older Americans-you! Stop worrying and start learning about: Nursing homes Medicaid planning Wills Trusts Probate Avoiding family problems Protecting inheritance Powers of attorney

Estate Planning Basics

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Author: Denis Clifford

Publisher: Nolo

ISBN: 1413324495

Category: Law

Page: 232

View: 5385

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: choosing beneficiaries estate planning by parents with minor children wills living trusts avoiding probate trusts for people in a second marriage, and planning for incapacity. 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.