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Estate & Trust Administration For Dummies

Estate & Trust Administration For DummiesAuthors: Margaret Atkins Munro, Kathryn A. Murphy
Publisher: For Dummies
Category: Book

List Price: $21.99
Buy Used: $12.27
as of 3/13/2010 03:35 PST details
You Save: $9.72 (44%)



New (23) Used (12) from $12.27

Seller: indoobestsellers

Media: Paperback
Pages: 384
Number Of Items: 1
Shipping Weight (lbs): 1.2
Dimensions (in): 9.1 x 7.4 x 1

ISBN: 0470286172
Dewey Decimal Number: 346.73056
EAN: 9780470286173
ASIN: 0470286172

Publication Date: November 24, 2008
Availability: Usually ships in 1-2 business days

Features:
  • ISBN13: 9780470286173
  • Condition: USED - VERY GOOD
  • Notes:

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Editorial Reviews:

Product Description
Executing an estate or a trust fund is a big responsibility. Estate & Trust Administration 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 Administration For Dummies.


Customer Reviews:
Showing reviews 1-5 of 8



4 out of 5 stars An Education..!   January 30, 2010
Namaste (Oceanside, CA)
1 out of 1 found this review helpful

Book is filled to the brim with useful information. Everyone at some point will have to deal with estate issues with a spouse, parent, partner, sibling, etc....
The world of fiduciary and financial responsibility is presented in great detail. If your question is not answered here, you will be directed to the proper source.
This book will open your eyes to the minutiae of estate management.



5 out of 5 stars This book covers it all.   December 10, 2009
Donald Kollmorgen (Irvine, CA)
2 out of 2 found this review helpful

We're working on my dad's estate, and so far, the book has covered any questions we have. The book offers a lot of different possibilities, but suggests that we still should have a lawyer and possibly a CPA. The book contains a lot of definitions, so that when we are ready to talk with the attorney, hopefully it will all make sense and save some attorney time.


5 out of 5 stars Great help for difficult times!   November 22, 2009
L. Martin (Sacramento, CA)
1 out of 1 found this review helpful

This book provides help for anyone trying to navigate through all the issues
one must face at the end of someone's life, when you realize the government is not through with you just because you are gone,
and all the t's must be crossed and i's dotted! It can be daunting, but this book
lays it out in an orderly fashion! Definitely worthwhile for your library!



5 out of 5 stars Excellent guide to estate and trust administration   September 27, 2009
DocM
5 out of 5 found this review helpful

Estate and Trust Administration for Dummies is a comprehensive and comprehensible book written by two experts who have considerable expertise in the legal, financial, and personal aspects of estate and trust administration. The book is organized in a logical manner. The first part of the book provides an introduction to and overview of estates and trusts. The subsequent parts deal in turn with estates, trusts, and taxes. For some readers, the first part may be all they need to read in detail, and the rest will serve as an important reference book for specific questions and issues that will arise as the estate/trust process proceeds. There are numerous cross-citations throughout the book that identify other relevant sections to read. Even if one is using professional help with the administration of an estate and/or trust (which is likely), professionals do not always have the time or ability to explain things with the detail yet clarity of this book (or will charge a princely sum to do so). Interesting and humorous anecdotes from the authors' experience are interspersed with the technical information, which adds to the readability of the book. Mistakes in administration can be very costly, and this modestly-priced book provides a wealth of information that anyone dealing with an estate and/or trust should have.


5 out of 5 stars Novice Executor   May 31, 2009
J. Balas (Madison, WI USA)
3 out of 3 found this review helpful

A great resource that walks you through various aspects of estate
and trust administration. It's not a D-I-Y manual (although it
does give you enough information so you could do-it-yourself if
your situation were simple enough), but rather explains what's
happening as you go through the process, and, more importantly,
the pitfalls to avoid.


Showing reviews 1-5 of 8


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