Administering Wills and Trusts A Layperson's Guide for Executors and Trustees of Mid-Sized Estates |
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| Author:
| Patterson, Jackie |
| Series title: | Truth about Estates Ser. |
| ISBN: | 978-1-4923-6437-5 |
| Publication Date: | Sep 2013 |
| Publisher: | CreateSpace Independent Publishing Platform
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| Book Format: | Paperback |
| List Price: | USD $14.99 |
Book Description:
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Practical how-to guide lists the steps to transfer an estate to the beneficiaries of wills, trusts, intestate (no will) estates, and Pay On Death accounts. This book is not a replacement for personalized legal, financial, or tax advice. Instead it offers the executor or trustee of a small to medium estate background information often not explained in detail by lawyers and accountants. Covers the complete process including:* Funeral plans* Tips for surviving probate* Relaxing news...
More Description
Practical how-to guide lists the steps to transfer an estate to the beneficiaries of wills, trusts, intestate (no will) estates, and Pay On Death accounts. This book is not a replacement for personalized legal, financial, or tax advice. Instead it offers the executor or trustee of a small to medium estate background information often not explained in detail by lawyers and accountants. Covers the complete process including:* Funeral plans* Tips for surviving probate* Relaxing news about estate tax* Help to avoid family fights while dividing personal possessions* Guide to shutting down active stock trading accounts* Suggestions for modern issues such as computers, frequent flyer miles, intellectual property* Productivity and management tipsReaders also get bonus spreadsheets and letter templates to give the administrator a head start with: * Inventorying assets, personal possessions, liabilities* Writing letters to financial institutions and credit agencies* Tracking administrator expenses
The author, Jackie Ann Patterson, is an engineer, manager, and stock trader who acted as the "family administrator" for over a decade. She settled several estates and planned a few trusts. This book came about because of requests and many questions from family and friends about wills, trusts, probate, and estate tax.