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Wilson, Douglas D.
Subjects
Executors and administrators -- United States.
Trusts and trustees.
Decedents' estates.
Wills.
Probate law and practice -- United States.
Browse Catalog
by author:
Wilson, Douglas D.
by title:
The everything execu...
by call number:
346.73056 W747e
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Wilson, Douglas D.
Executors and administrators -- United States.
Trusts and trustees.
Decedents' estates.
Wills.
Probate law and practice -- United States.
MARC Display
The everything
executor
and
trustee
book
: a
step-by-step
guide
to
estate
and
trust
administration
/ Douglas D. Wilson.
by
Wilson, Douglas D.
Adams Media, [2014]
Call #:
346.73056 W747e
Subjects
Executors and administrators -- United States.
Trusts and trustees.
Decedents' estates.
Wills.
Probate law and practice -- United States.
Series
Everything series.
ISBN:
9781440570872 (pbk.)
Alternate title:
Executor
and
trustee
book
: a
step-by-step
guide
to
estate
and
trust
administration
Description:
304 pages : illustrations ; 24 cm.
Notes:
Includes index.
"Expert help for any size
estate
"--Cover.
Bibliography:
Includes bibliographical references and index.
Contents:
Serving as an
executor
and/or
trustee
-- The fiduciary standards that apply to executors and trustees -- Passing property and the
estate
settlement process -- Preparing for the
administration
of the
estate
-- Phase one of administering the
estate
-- Administering the
estate
: taxes and more -- From maintaining records to closing the
estate
-- Definition of a
trust
and the responsibilities of a
trustee
-- Preparing for the
administration
of the
trust
-- Setting up a continuing
trust
for
administration
-- Income tax returns and other related issues -- How to manage the
trust
's investment portfolio -- How to manage
trust
real
estate
assets -- Managing businesses and other property interests -- Distributing income and principal under what circumstances are distributions made from a
trust
? -- Expenses and maintaining
trust
accounting records -- Managing other types of irrevocable trusts -- Do You Need Help?
Summary:
Being appointed the task of carrying out the terms of a will or
trust
is daunting, especially if it's your first time. The good news is you won't have to figure it out alone. Certified
Trust
and Financial Advisor Douglas D. Wilson takes the worry out of the process and provides information on important responsibilities that must be performed after a loved one dies. This all-in-one
guide
includes information on: Filing a will in court. Hiring a lawyer or doing it yourself. Notifying beneficiaries. Finding and managing the deceased's assets. Paying outstanding debts or taxes. You'll even find sample tax forms and
step-by-step
walk-throughs of what you'll need to know when overseeing asset distribution, terminating existing accounts, opening an
estate
bank account, and closing the
estate
. No matter your experience level, this
guide
will help you every step of the way. Douglas D. Wilson, CFP, CTFA, is a Certified Financial Planner and Certified
Trust
and Financial Advisor. He is president of the Hawaii Tax Institute Foundation, and a board member of the Hawaii Society of the Institute of Certified Financial Planners.
Holds:
0
Copy/Holding information
Location
Collection
Call No.
Item type
Status
Alderney Gate Public Library
Adult Nonfiction
346.73056 W747e
Adult books
Checked in
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