The executor's guide : settling a loved one's estate or trust
Title:
The executor's guide : settling a loved one's estate or trust
Author:
Randolph, Mary.
ISBN:
9781413310931
Personal Author:
Edition:
4th ed.
Publication Information:
Berkeley, Calif. : Nolo, 2010.
Physical Description:
510 p. ; 23 cm.
General Note:
"Deal with family members, take care of bills and taxes, use probate shortcuts"--Cover.
Includes index.
Contents:
Getting ready. The executor's legal companion. Overview ; If you're asked to be an executor or trustee -- First steps. The first week ; The first month ; Claiming life insurance, Social Security, and other benefits -- Taking care of the estate. Making sense of the will ; If there's no will ; Taking inventory ; Managing assets and paying bills ; Caring for children and their property ; Taxes -- Transferring property. Property that doesn't go through probate ; Transferring joint tenancy and other survivorship property ; Transferring community property ; Claiming money in retirement plans ; Claiming payable-on-death assets ; Special procedures for small estates ; The regular probate process -- Handling trusts. Wrapping up a simple living trust ; Managing a child's trust ; Handling a bypass (AB) trust -- Getting more help. Finding more information ; Lawyers and other experts -- Appendix. State information.
Abstract:
Explains an executor's duties and discusses probate, life insurance, bank accounts, debts, and estate taxes.