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Estate Planning Simplified
Book With CD-ROM
All States
By Attorney Daniel Sitarz, Nova Publishing, Business & Consumer
Legal Books & Software
List Price: $34.95
Our Price: $31.95
Did You Know?
A LAST WILL & TESTAMENT
is a written document which leaves the estate of the person
who signed the will to named persons or entities (beneficiaries,
legatees, devisees) including portions or percentages of the
estate, specific gifts, creation of trusts for management and
future distribution of all or a portion of the estate (a testamentary
trust), see
last will & testament.
Did You Know?
A CODICIL is a written
amendment to a person's will, which must be dated, signed and
witnessed just as a will would be, and must make some reference
to the will it amends, see
codicil.
Did You Know?
A LIVING WILL is a
document authorized By statutes in all states in which a person
appoints someone as his/her proxy or representative to make
decisions on maintaining extraordinary life-support if the person
becomes too ill, is in a coma or is certain to die, see
living will.
Did You Know?
A LIVING TRUST is sometimes
called an inter vivo (Latin for "within one's life")
trust, a trust created by a declaration of trust executed by
the trustor or trustors (also called settlor or settlors) during
his/her/their lifetime, as distinguished from a "testamentary
trust," which is created by a will and only comes into
force upon the death of the person who wrote the will, see
living trust.
Did You Know?
PROBATE is the process
of proving a will is valid and thereafter administering the
estate of a dead person according to the terms of the will,
see
probate!
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List Price:
$34.99
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Edition: 3rd
Pages: 536 pp.
Pub. Date: Jan 2008
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Table of Contents
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| The 3rd edition contains updated
tables outlining key points of each state's laws,
the latest information on estate taxes and worksheets
that help you stay organized and on track. |
Bronze Estate Planning Package
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...Last
Will & Testament,
Living Will,
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| Our Silver
estate-planning package offers the same
services as our #1 selling Bronze package
with additional opportunity for future changes
to your documents. |
...Last
Will & Testament,
Living Will,
and
Powers of Attorney all for one low price. |
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premium estate-planning package includes
everything that the Silver package does
but further provides for every growing family
who will have a lifetime of changes required.
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The Executor's
Guide Settling a Loved One's Estate
or Trust
By Mary Randolph, J.D., author of 8 Ways to Avoid Probate,
Nolo Press
Venue:
View our
Estate Planning Packages that offer the best options and
prices on the internet.
Description:
Settling an estate can be like moving through a maze -- let
The Executor's Guide lead the way.
If you're faced with wrapping up the affairs of a loved one
who has died, you may feel overwhelmed by all the work ahead
-- especially when you're grieving. But with the right legal
and practical information, you can do it.
The Executor's Guide will show
you how to get organized, get the help you need and make progress
one step at a time.
Let it help you navigate an unfamiliar land of legal procedures
and terminology. It explains:
- preparing for the job of executor or trustee
- the first steps to take
- claiming life insurance, Social Security and other benefits
- making sense of a will
- what to do if there is no will
- how to determine whether probate is necessary
- caring for children and their property
- taxes
- an overview of probate court proceedings
- dealing with family members
- handling trusts
- looking up your state's laws
- working with lawyers, appraisers, accountants and other
experts
Table of Contents
Part I: Getting Ready
1. Overview
- What Executors Do
- What Trustees Do
- How Hard Will It Be?
- Emotional Concerns
- How This Book Can Help
2. If You're Asked to Be an Executor or Trustee
- Executor or Trustee?
- The Executor's Role: An Overview
- The Successor Trustee's Role: An Overview
- Should You Accept the Job?
- Making the Job Manageable
Part II: First Steps
3. The First Week
- Organ, Tissue, and Body Donation
- Physician's Certification and Death Certificate
- Autopsy
- Burial or Cremation
- Funerals and Memorial Services
- Other Tasks During the First Few Days
4. The First Month
- Set Up a Filing System
- Order Copies of the Death Certificate
- Find the Will
- Find Other Documents That Leave Property
- Send Notifications of the Death
- Keep Property Secure
- Sort Through Personal Belongings
5. Claiming Life Insurance, Social Security, and Other Benefits
- Life Insurance and Annuity Proceeds
- Social Security Benefits
- Pensions
- Veterans Benefits
- Wages Owed the Deceased Person
- The Family Allowance
- Other Possible Benefits and Claims
Part III: Taking Care of the Estate
6. Making Sense of the Will
- Does the Will Appear Valid?
- Reading the Will
- Gifts to Groups of People
- When to Take a Second Look at the Will
7. If There's No Will
- A. Who's in Charge
- Who Gets What: The Basic Rules
- Understanding Key Terms
- If an Heir Has Died
- Taking Care of Minor Children
8. Taking Inventory
- Step 1: Look for Assets
- Step 2: Make a List of Assets
- Step 3: Estimate the Value
- Step 4: Add Up Debts
- Step 5: Determine How Title Was Held
9. Managing Assets and Paying Bills
- A. Your Legal Duties
- B. Keeping Good Records
- C. Setting Up an Estate or Trust Bank Account
- D. Keeping Tangible Assets Safe
- E. Managing Cash Accounts and Investments
- F. Paying Claims and Debts
- G. Giving Property to Beneficiaries
- H. Selling Property
- I. Handling a Business
10. Caring for Children and Their Property
- A. Immediate Concerns
- B. Raising a Child
- C. Managing a Child's Property
- D. Personal and Practical Issues
11. Taxes
- A. Overview
- B. The Deceased Person's Income Tax: Form 1040
- C. The Estate's Income Tax: Form 1041
D. Income Tax on Trusts
- E. Federal Estate Tax
- F. State Inheritance and Estate Taxes
- G. Other Taxes
- H. Beneficiaries and Taxes
- I. Typical Situations
Part IV: Transferring Property
12. Property That Doesn't Go Through Probate
- A. Common Assets That Don't Go Through Probate
- B. Joint Tenancy Property
- C. Tenancy by the Entirety Property
- D. Community Property
- E. Property Held in a Living Trust
- F. Real Estate That Qualifies as a Homestead
- G. Property That Passes to Immediate Family by Law
- H. Salary or Wages
- I. Payable-on-Death Bank Accounts
- J. Life Insurance Proceeds
- K. Individual Retirement Accounts
- L. Securities Registered in Transfer-on-Death Form
- M. Savings Bonds
- N. Vehicles
- O. Pension Plan Distributions and Other Death Benefits
- P. Real Estate Left by a Transfer-on-Death Deed
- Q. Personal Property in "Small Estates"
13. Transferring Joint Tenancy and Other Survivorship Property
- A. Real Estate
- B. Bank Accounts
- C. Securities
- D. Vehicles
- E. Savings Bonds
- F. If Title Wasn't Cleared When the First Joint Tenant
Died
14. Transferring Community Property
- A. Your Transfer Options
- B. Community Property Agreements
- C. State Probate Shortcuts
- D. When the Second Spouse Dies
15. Claiming Money in Retirement Plans
- A. Retirement Plans: The Basics
- B. Who's the Beneficiary?
- C. If the Surviving Spouse Is the Beneficiary
- D. If There Is One Beneficiary, Not the Spouse
- E. If There Are Multiple Beneficiaries
- F. If a Trust Is the Beneficiary
- G. If There Is No "Designated Beneficiary"
- H. If the Beneficiary Has Died
- I. If No Beneficiary Was Named
- J. If the Estate Is the Beneficiary
16. Claiming Payable-on-Death Assets
- A. If the Asset Was Co-Owned
- B. The Effect of Divorce on POD Beneficiaries
- C. How Beneficiaries Can Claim Assets
17. Special Procedures for Small Estates
- A. Are You Handling a Small Estate?
- B. Claiming Property With Affidavits
- C. Using Simplified Probate
18. The Regular Probate Process
- A. Common Questions About Probate
- B. The Typical Probate Process
- C. The Process in Uniform Probate Code States
- D. Probate in Another State
- E. Disputes During Probate
- F. Do You Need a Lawyer?
- G. If You Go It Alone: Working With the Court
Part V: Handling Trusts
19. Wrapping Up a Simple Living Trust
- A. How Simple Living Trusts Work
- B. If You're the Surviving Spouse
- C. Who Serves as Successor Trustee
- D. The Affidavit of Assumption of Duties
- E. What's in the Trust
- F. Notifying Beneficiaries
- G. Getting Valuable Property Appraised
- H. Registering the Trust
- I. Debts and Expenses
- J. Transferring Trust Property
- K. Ending the Trust
20. Managing a Child's Trust
- A. How a Child's Trust Works
- B. The Trustee's Job
- C. Accepting or Declining the Trustee's Job
- D. Gathering Trust Property
- E. Communicating With Beneficiaries
- F. Registering the Trust
- G. Investing Trust Property
- H. Keeping Good Records
- I. Handling Trust Taxes
- J. Distributing Property
- K. If You Want to Resign
- L. Ending the Trust
21. Handling a Bypass (AB) Trust
- A. How a Bypass Trust Works
- B. The Surviving Spouse's Rights and Duties
- C. What's in the Trust
- D. Debts and Expenses
- E. Getting Valuable Property Appraised
- F. Notifying Beneficiaries
- G. Registering the Trust
- H. Dividing Trust Assets
- I. Managing the Bypass Trust Property
- J. Tax Returns for the Bypass Trust
Part VI: Getting More Help
22. Finding More Information
- A. Libraries
- B. The Internet
- C. Finding Forms
- D. Finding Definitions
- E. Researching Specific Questions
23. Lawyers and Other Experts
- A. When to Get Help
- B. Deciding What You Want From a Lawyer
- C. Finding a Lawyer
- D. Choosing a Lawyer
- E. Working With a Lawyer
- F. Paying a Lawyer
- G. Problems With Your Lawyer
Glossary
Appendix: State Information
Index
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Did You Know?
Sixty percent of bankruptcies and seventy-five
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Did You Know?
A POWER OF ATTORNEY
is a written document signed By a person giving another person
the power to act in conducting the signer's business, including
signing papers, checks, title documents, contracts, handling
bank accounts and other activities in the name of the person
granting the power, see
power of attorney!
Did You Know?
A POWER OF ATTORNEY FOR HEALTHCARE
is a written document stating that one person gives to another
the full power and authority to make healthcare decisions for
that one person when he or she is unable to,
power of attorney for healthcare.
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