Description
- preparing for the job of executor or trustee
- the first steps you should take after a loved one dies
- claiming life insurance, Social Security, and other benefits
- making sense of a will, and what to do if there is no will
- how to determine whether probate is necessary
- filing taxes
- managing assets inherited by a minor child
- probate court proceedings
- handling simple trusts, and
- working with lawyers, appraisers, accountants, and other experts.
With Downloadable Worksheets: download and customize worksheets detailing information executors need to get organized, including an inventory of assets and debts (details inside).
Details
Are you feeling overwhelmed by the daunting task of settling a loved one's estate or trust? Look no further than The Executor's Guide, your comprehensive step-by-step manual to navigate through legal procedures and terminology with ease. Let this book be your guiding light during a time of grief, offering practical advice on preparing for the role of executor or trustee and managing assets inherited by minors.
With the 10th edition of The Executor's Guide, stay updated on the latest estate tax laws while benefiting from downloadable worksheets that streamline the organization process. From claiming life insurance benefits to handling probate court proceedings, this book covers it all. Don't let confusion or uncertainty hold you back - empower yourself with the knowledge and tools needed to fulfill your duties effectively.
Take charge of the responsibilities entrusted to you and honor the memory of your loved one by following the expert guidance laid out in The Executor's Guide. With a clear road map at your disposal, you can confidently navigate the intricate landscape of settling an estate or trust. Let this invaluable resource be your companion in times of need, providing clarity and direction every step of the way.
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