This is the complete manual for executors and trustees.

Written by my friend, attorney Charles K. Plotnick and myself, HOW TO SETTLE AN ESTATE provides expert advise in everyday language. It’s a jargon-free, comprehensive, and sensitive explanation of the duties of executors and trustees.

We wrote this book to tell you everything you need to know about how to settle an estate (or trust) — after the ‘97 Taxpayer Relief Act.

There are three reasons HOW TO SETTLE AN ESTATE is different than any other book on the subject:

1. First, this is a "no holds barred" honest look at the process you may not have obtained before. Rather than the "panic and panacea" approach ("terrible things will happen if you don’t buy this book, rip out and fill out the forms, but all your problems will disappear in an instant with no thinking or outside help required if you do purchase this book"), you’ll find a step-by-step practical, objective consumers’ view of the subject.

Inside these covers you’ll find out the truth about probate, taxes, and the psycological aspects of being an executor or administrator and what you need to do to protect yourself as an heir or beneficiary. You may even discover that the risks and responsibilities of being an executor outweigh the honor and you may decide to decline. You may also decide that the person you’ve considered naming as your executor may not be capable of handling the tasks.

2. Second, rather than a quick "once over" treatment, this book will provide you with the detailed in-depth information to make considered, well-informed, intelligent decisions and ask the types of questions that will help you communicate more effectively (which often translates into less billable hours) with your attorney and other financial advisors.

Unlike "fine print" books which are difficult to read and are written to impress rather than inform, or "picture" books which gloss over important details, this resource is both clear and comprehensive.

3. Third, rather than a "do-it-yourself" book, this is a "Think-for-Yourself" book. Rather than simplistic "ten minute mentality" ("read this book and in ten minutes you’ll know everything you need to know about settling an estate"), this book will give you the questions you need to ask to be an informed and pro-active executor, administrator, beneficiary, or heir.

It’s what you need to:

It is also a book that will give you many non-tax techniques to protect yourself and those you love from both creditors and predators and provide security and management protection for generations. A great gift for professionals to give to clients and a "must have" for anyone you are naming or considering naming as executor or trustee.

We suggest you read HOW TO SETTLE AN ESTATE slowly. Read the first five chapters in order. Then go through the Table of Contents and select the category that you are most interested in learning about or type of problem you’d like to solve. Use it constantly throughout the estate settlement process. We’re sure you’ll find this an invaluable and frequently used reference tool.

HOW TO SETTLE AN ESTATE is loaded with checklists, sample letters, and useful forms.

Table of contents:

1. The Personal Representative - A Job Description 2. The Selection Process 3. What an Executor Must Know About the Psychological Aspects of Death and Dying 4. When and How to use Estate Planning Team Members 5. Avoiding Fiduciary Liability 6. Pre-Death Planning Techniques 7. Getting Organized 8. The Formal Appointment: Probating the Estate 9. After Probate 10. Tangible Personal Property 11. Government and Fringe Benefits 12. Life Insurance 13. Cash, Bank Accounts, and Listed Securities 14. Real Estate 15. Investing Estate Assets

16. Handling a Family Business 17. Jointly-Owned Property 18. Trusts and Guardianships 19. State Death Taxes 20. Debts and Expenses 21. The Federal Estate Tax Return 22. The Estate’s Income Tax Return 23. Gift Tax Returns 24. Decedent’s Final Income Tax Return 25. Tax Elections 26. Valuation of Assets 27. Anatomical Gifts 28. Distribution 29. Charitable Gifts 30. Trustee’s Duties

 

Buy Online
	How To Settle An Estate	$16 plus s/h

Please call 610 924 0515 (to place a phone order)

Top