Dan Rottenberg

The Inheritors Handbook

A Definitive Guide for Beneficiaries

• Broschiertes Buch

Produktbeschreibung

Straightforward and jargon-free, this book offers tested advice for everyone who must negotiate an inheritance. Because inheriting can be one of the most sensitive family matters, heirs will turn to Rottenberg's reassuring, dependable guidance to help them deal with the difficulties, decisions, and opportunities that arise.

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Produktdetails

• Verlag: Atria Books
• Seitenzahl: 240
• Erscheinungstermin: 23. Mai 2000
• Englisch
• Abmessung: 215mm x 139mm x 15mm
• Gewicht: 231g
• ISBN-13: 9780684869087
• ISBN-10: 068486908X
• Artikelnr.: 22480546

Autorenporträt

Dan Rottenberg is the author of seven books, including Finding our Fathers and Revolution on Wall Street. He has written articles for multiple magazines, including Forbes and The New York Times Magazine and was an editorial page columnist for the Philadelphia Inquirer for twenty years. He lives in Philadelphia.  

Inhaltsangabe

Contents
ACKNOWLEDGMENTS
INTRODUCTION
How to use this book
PART 1
Preparing to Inherit
YOUR RELATIONSHIP WITH YOUR PARENTS
Estate planning questions: The quick list
OPENING THE CONVERSATION
Before You Talk to Your Parents, First Talk to Yourself
SIDEBAR: A checklist of emotional inheritance issues
Parents' primary concerns
After Talking to Yourself, Confer with Your Siblings
Before Approaching Your Parents, You May Want to Consult a Professional
Approaching Your Parents
ASSEMBLING YOUR PARENTS' VITAL DOCUMENTS
ESTATE PLANNING ISSUES
Managing Your Parents' Affairs before They Die
Minimizing Estate Taxes
SIDEBAR: Estate, inheritance, and gift taxes
Protecting against Incompetence or Disability
Durable general power of attorney
A living (or "revocable") trust
Preparing for Death
Have your parents written their wills?
Plan the funeral
Get to know your parents' advisers
What if your parent has remarried?
UNDERSTANDING IRREVOCABLE TRUSTS
Is a Trust Necessary?
Using Trusts to Reduce Taxes
SIDEBAR: How long can a trust last?
The Alternative to a Trust
If a Trust Is Necessary
How many trusts?
Choosing an estate attorney
Locating a trust's "home base"
Choosing a Trustee
Anticipating Disputes and Attaching Strings
What Does a Trust Cost?
Once the Trust Document Is Written, Then What?
PART 2
When Wealth Changes Hands
STEPS TO TAKE WHEN YOUR PARENT OR SPOUSE DIES
At the Time of Death
After the Funeral
In the Months after Death
SIDEBAR: The estate of Donald B.: A sample timetable
THE EXECUTOR
Duties of Executors
If You Are the Executor
LOCAL ESTATE AND INHERITANCE TAXES
YOUR INHERITANCE
If There Is No Will
What to expect
Your right to access the will
Contesting a will
After the Will Is Settled
Can money change you?
Dealing with grief issues
Quick Tips
Choosing Professional Advisers
Family advisers, or choose your own?
A Quick Guide to Professional Advisers
Lawyers
Accountants
Investment advisers
Stockbrokers
Financial planners
Insurance agents
Therapists
To Commingle Assets or Not?
Rewriting Your Own Will
PART 3
Handling New Wealth
MANAGING YOUR DIRECT INHERITANCE
Utilizing Your Professional Advisers
Investing
If You're a Surviving Spouse
Planning Your Own Estate
LIVING WITH AN IRREVOCABLE TRUST
Your Goals as a Trust Beneficiary
Your Rights to Information about the Management of Your Trust
Dealing with Trustees
Improving your trustee's performance
Checking investment performance
Challenging management fees
Is your trustee ripping you off?
Settling Disputes: Confrontational Tactics
Going semi-public
Going public
Going to the government
Suing a trustee
Removing your trustee
Choosing a Successor Trustee
Dealing with Your Fellow Beneficiaries
INHERITORS' LIFESTYLE ISSUES
The Importance of Work
The Rewards of Philanthropy
A Closing Thought
RESOURCES
SUPPORT GROUPS
Inheritors' Support Groups
Related Support Groups
INHERITANCE AND WEALTH ADVISERS
Personal and Technical Money Issues
Family Business Consultants
Philanthropic Consultants
Psychological Issues
ORGANIZATIONS
FAMILY THERAPY
PUBLICATIONS
BOOKS
General Resource Guides
Trusts and Estates
Psychology of Inheritance
Money Management and Personal Finance
Meaningful Work
Contributing Your Time
Socially Responsible Investing
Philanthropy
SELECTED ARTICLES
Magazines
Papers
Newspapers
GOVERNMENT AGENCIES
GLOSSARY
INDEX