Mary Randolph
The Executor's Guide: Settling a Loved One's Estate or Trust
Mary Randolph
The Executor's Guide: Settling a Loved One's Estate or Trust
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Millions of baby boomers are currently (or will soon be) serving as executors, and this book shows exactly what to do to make the job manageable.
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Millions of baby boomers are currently (or will soon be) serving as executors, and this book shows exactly what to do to make the job manageable.
Produktdetails
- Produktdetails
- Verlag: NOLO
- Seitenzahl: 528
- Erscheinungstermin: 30. März 2021
- Englisch
- Abmessung: 226mm x 175mm x 28mm
- Gewicht: 794g
- ISBN-13: 9781413328325
- ISBN-10: 1413328326
- Artikelnr.: 59325300
- Verlag: NOLO
- Seitenzahl: 528
- Erscheinungstermin: 30. März 2021
- Englisch
- Abmessung: 226mm x 175mm x 28mm
- Gewicht: 794g
- ISBN-13: 9781413328325
- ISBN-10: 1413328326
- Artikelnr.: 59325300
Mary Randolph earned her law degree from the Boalt Hall School of Law at the University of California, Berkeley. She is the author of The Executor's Guide: Settling Your Loved One's Estate or Trust, and 8 Ways to Avoid Probate. Randolph is also a coauthor of the legal manual for Quicken WillMaker. She has been a guest on The Today Show and has been interviewed by many publications, including The Wall Street Journal, the Los Angeles Times, the San Francisco Chronicle, and more.
Part I Getting Ready
1. Overview
2. If You're Asked to Be an Executor or Trustee
Part II First Steps
3. The First Week
4. The First Month
5. Claiming Life Insurance, Social Security, and Other Benefits
Part III Taking Care of the Estate
6. Making Sense of the Will
7. If There's No Will
8. Taking Inventory
9. Managing Assets and Paying Bills
10. Caring for Children and Their Property
11. Taxes
Part IV Transferring Property
12. Property That Doesn't Go Through Probate
13. Transferring Joint Tenancy and Other Survivorship Property
14. Transferring Community Property
15. Claiming Money in Retirement Plans
16. Claiming Payable-on-Death Assets
17. Special Procedures for Small Estates
18. The Regular Probate Process
Part V Handling Trusts
19. Wrapping Up a Simple Living Trust
20. Managing a Child's Trust
Part VI Getting More Help
21. Finding More Information
22. Lawyers and Other Experts
G. Glossary
A. Appendix: State Information
Index
1. Overview
2. If You're Asked to Be an Executor or Trustee
Part II First Steps
3. The First Week
4. The First Month
5. Claiming Life Insurance, Social Security, and Other Benefits
Part III Taking Care of the Estate
6. Making Sense of the Will
7. If There's No Will
8. Taking Inventory
9. Managing Assets and Paying Bills
10. Caring for Children and Their Property
11. Taxes
Part IV Transferring Property
12. Property That Doesn't Go Through Probate
13. Transferring Joint Tenancy and Other Survivorship Property
14. Transferring Community Property
15. Claiming Money in Retirement Plans
16. Claiming Payable-on-Death Assets
17. Special Procedures for Small Estates
18. The Regular Probate Process
Part V Handling Trusts
19. Wrapping Up a Simple Living Trust
20. Managing a Child's Trust
Part VI Getting More Help
21. Finding More Information
22. Lawyers and Other Experts
G. Glossary
A. Appendix: State Information
Index
Part I Getting Ready
1. Overview
2. If You're Asked to Be an Executor or Trustee
Part II First Steps
3. The First Week
4. The First Month
5. Claiming Life Insurance, Social Security, and Other Benefits
Part III Taking Care of the Estate
6. Making Sense of the Will
7. If There's No Will
8. Taking Inventory
9. Managing Assets and Paying Bills
10. Caring for Children and Their Property
11. Taxes
Part IV Transferring Property
12. Property That Doesn't Go Through Probate
13. Transferring Joint Tenancy and Other Survivorship Property
14. Transferring Community Property
15. Claiming Money in Retirement Plans
16. Claiming Payable-on-Death Assets
17. Special Procedures for Small Estates
18. The Regular Probate Process
Part V Handling Trusts
19. Wrapping Up a Simple Living Trust
20. Managing a Child's Trust
Part VI Getting More Help
21. Finding More Information
22. Lawyers and Other Experts
G. Glossary
A. Appendix: State Information
Index
1. Overview
2. If You're Asked to Be an Executor or Trustee
Part II First Steps
3. The First Week
4. The First Month
5. Claiming Life Insurance, Social Security, and Other Benefits
Part III Taking Care of the Estate
6. Making Sense of the Will
7. If There's No Will
8. Taking Inventory
9. Managing Assets and Paying Bills
10. Caring for Children and Their Property
11. Taxes
Part IV Transferring Property
12. Property That Doesn't Go Through Probate
13. Transferring Joint Tenancy and Other Survivorship Property
14. Transferring Community Property
15. Claiming Money in Retirement Plans
16. Claiming Payable-on-Death Assets
17. Special Procedures for Small Estates
18. The Regular Probate Process
Part V Handling Trusts
19. Wrapping Up a Simple Living Trust
20. Managing a Child's Trust
Part VI Getting More Help
21. Finding More Information
22. Lawyers and Other Experts
G. Glossary
A. Appendix: State Information
Index