Administering Wills and Trusts: A Layperson's Guide for - download pdf or read online

ISBN-10: 1492364371

ISBN-13: 9781492364375

useful how-to advisor lists the stairs to move an property to the beneficiaries of wills, trusts, intestate (no will) estates, and Pay On dying accounts.

This booklet isn't a alternative for custom-made criminal, monetary, or tax suggestion. in its place it bargains the executor or trustee of a small to medium property historical past info frequently no longer defined intimately by way of attorneys and accountants.

Covers the total procedure including:
•Tips for surviving probate
•Help to prevent relations fights whereas dividing own possessions
•Guide to shutting down lively inventory buying and selling accounts
•Suggestions for contemporary concerns equivalent to desktops, widespread flyer miles, highbrow property
•Relaxing information approximately property tax
•Productivity and administration tips
•Funeral plans

Readers additionally get bonus spreadsheets and letter templates to provide the administrator a head begin with:
•Inventorying resources, own possessions, liabilities
•Writing letters to monetary associations and credits agencies
•Tracking administrator expenses

Jackie Ann Patterson isn't really a attorney, nor an funding adviser. She is an engineer, supervisor, and inventory dealer who acted because the “family administrator” for over a decade, settling estates and making plans trusts. This booklet took place as a result of requests and lots of questions from friends and family approximately wills, trusts, probate, and property tax.

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Administering Wills and Trusts: A Layperson's Guide for Executors and Trustees of Mid-Size Estates (Truth About Estates Book 2)

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