Estate&Trust Administration For Dummies

ISBN: 0470286172

Category: Business

Tag: Economics and Finances

Posted on 2009-01-13. By anonymous.


Margaret Atkins Munro, Kathryn A. Murphy, "Estate&Trust Administration For Dummies"
For Dummies | 2008-11-24 | ISBN: 0470286172 | 384 pages | PDF | 2,3 MB

Executing an estate or a trust fund is a big responsibility. Estate & Trust Management For Dummies contains advice for handling estates and trusts of any size. It offers solid pointers on reading and interpreting a will and other documents, and helping heirs avoid paying too much (or too little). It also shows you how to take care of a loved one's estate in the event that a will or trust was never created.
This authoritative, plain-English guide helps you understand and follow the rules that govern estates and trusts, ensure a smooth transfer of property, and manage fiduciary affairs in an orderly manner. You’ll get help choosing and assembling a team of professional advisors, settling debts and paying bequests, operating a revocable or irrevocable trust, and making sound trust investment decisions. Discover how to:
Understand executors’ and trustees’ duties
Read and interpret important documents
Properly execute an estate or trust
Handle estates both large and small
Get familiar with the probate process and estate taxes
Identify different types of trusts
Follow the deceased’s wishes — and the law
Notify insurers and employers of a death
Follow the steps for closing an estate
Establish, fund, and change ownership of a trust
Keep proper trust records
Yes, you can do the job and do it well. All you need is a little help from Estate and Trust Management For Dummies.

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