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Author: Matthew Burgess Publisher: ISBN: 9781925406993 Category : Languages : en Pages :
Book Description
Estate planning is widely considered the `new black' for many advisers. If this is true then the `next wave¿ for advisers, particularly as the baby boomer generation enters the last phase of their life span, is probate and estate administration. The administration of a deceased estate is a heavily regulated area and there are many aspects that can cause irreversible damage if misunderstood. This Workbook explores the key issues that advisers need to know in relation to the administration of any deceased estate, including: (a) Discussion about what probate is exactly, when is it needed and how do you get it (b) Exploration of the key steps in obtaining probate (c) Analysing the key steps in estate administration (d) Identifying the key areas where advisers can add value (e) Specific examples (f) Key checklists
Author: Matthew Burgess Publisher: ISBN: 9781925406993 Category : Languages : en Pages :
Book Description
Estate planning is widely considered the `new black' for many advisers. If this is true then the `next wave¿ for advisers, particularly as the baby boomer generation enters the last phase of their life span, is probate and estate administration. The administration of a deceased estate is a heavily regulated area and there are many aspects that can cause irreversible damage if misunderstood. This Workbook explores the key issues that advisers need to know in relation to the administration of any deceased estate, including: (a) Discussion about what probate is exactly, when is it needed and how do you get it (b) Exploration of the key steps in obtaining probate (c) Analysing the key steps in estate administration (d) Identifying the key areas where advisers can add value (e) Specific examples (f) Key checklists
Author: Enodare Publisher: Enodare Limited ISBN: 1906144303 Category : Law Languages : en Pages : 295
Book Description
"Initiate and close probate with ease, learn how to locate and manage estate assets, deal with creditors' claims, taxes and trusts, avoid the common mistakes made by many executors"--Cover.
Author: Theodore E. Hughes Publisher: Infobase Publishing ISBN: 1438129890 Category : Business Languages : en Pages : 273
Book Description
The Executor's Handbook, Third Edition is a step-by-step guide to settling an estate for personal representatives, administrators, and beneficiaries.
Author: Alexander A. Bove Publisher: Macmillan + ORM ISBN: 1466829001 Category : Law Languages : en Pages : 530
Book Description
The best legal guide to wills and estates—with more than 80,000 copies sold—now updated to cover the current asset protection options and estate laws Whether grappling with modest or extensive assets, The Complete Book of Wills, Estates, and Trusts has long been the indispensable guide for protecting an estate for loved ones. In this completely revised third edition, updated to cover the latest changes in estate law, attorney Alexander A. Bove, Jr., clearly explains • how to use a will to avoid probate and legal complications • how trusts work and how to use trusts to save taxes • how to contest a will and how to avoid a contest • how to settle an estate or make a claim against one • how to establish a durable power of attorney • how to protect assets from creditors In his straightforward and humorous style, Bove shares easy-to-understand legal definitions, savvy advice on taxes, and pragmatic and simple sample forms, all illustrated with entertaining examples and actual cases. The Complete Book of Wills, Estates, and Trusts is the best guide available for defending your financial legacy
Author: Jennifer Montante Publisher: Prentice Hall ISBN: 9780132151290 Category : Estate planning Languages : en Pages : 0
Book Description
For courses in Wills, Trusts, and Estates; Probate Law; and Financial Planning/Estate Planning. Wills, Trusts, and Estate Administration for Paralegals provides a comprehensive overview of estate planning and probate in a manner that is straightforward and easy to read and understand. Instructor resources include an Instructor's Manual, PowerPoint lecture slides, and Test Bank, while a book companion site offers study resources for students. Teaching and Learning Experience: Includes frequent hypotheticals to illustrate key concepts and features. "The Hypothetical Family" is a running example introduced in Chapter 1 and continued throughout each chapter to exemplify a fictional, but life-like, estate planning and probate scenario. Drafting assignments are provided in each chapter, as well as the forms for every assignment. Covers all of the major topics, including ethical considerations, and offers solid review and application of concepts.
Author: Kenneth A. Vercammen Publisher: American Bar Association ISBN: 9781634253802 Category : Estate planning Languages : en Pages : 0
Book Description
Estate planning and administration responsibilities are often a significant part of a solo or small firm lawyer's practice, but these issues are often time-consuming and complex. Written by a veteran attorney who has focused on streamlining his firm's practice in this area, this book goes through the wills and estate administration process step-by-step, from client intake and planning issues to closing the file, explaining how to establish and strengthen a firm's practice in this area.
Author: Julia Nissley Publisher: Nolo ISBN: 1413328423 Category : Business & Economics Languages : en Pages : 512
Book Description
This book provides all of the forms, instructions, guidance, and tips you'll need to probate a simple estate in California. And even if you hire a lawyer to help, this book will give you a solid understanding of the process and allow you to do much of the work yourself.
Author: Matthew Burgess
Author: Matthew Burgess
Author: STEPHEN & STUDDERT JANES (PAUL & LIEBHOLD, DAVID.)
Author: Enodare
Author: Theodore E. Hughes
Author: Alexander A. Bove
Author: New Jersey Institute for Continuing Legal Education
Author: Jennifer Montante
Author: Kenneth A. Vercammen
Author: Julia Nissley
Author: Mary Randolph