Gerald Shaw: Complete Guide to Trust & Estate Management

Complete Guide to Trust & Estate Management


Description

One of the most critical decisions a person must make when crafting a will or establishing a trust is whom to name as executor or trustee. Being chosen for these important jobs is an honor, and you must know how to perform the tasks correctly. With the help of this new book, The Complete Guide to Trust and Estate Management, you will understand the complex process of carrying out a person s final wishes. This book will provide insight whether you are a lawyer, accountant, financial consultant, spouse, adult child, relative, or friend; the simple, easy to understand language makes this book accessible to everyone. You will become familiar with many estate and trust management terms, such as beneficiary, probate, remaindermen, trust agreement, trust property, trustor, and trustee. In addition, you will learn the many duties and responsibilities of an executor, including the disbursement of property to the beneficiaries, collecting and arranging for the payment of debts, approving and disproving creditors claims, calculating taxes, filing forms, assisting the estate attorney, acting as the representative of the estate, inventorying and appraising the assets, and acting in the best interests of the deceased. After reading this book, you will know how to initiate probate; how to preserve the value of the estate; how to notify beneficiaries; how to send notices to the post office, banks, utilities, and credit card companies; how to file for Social Security, civil service, and veteran benefits; how to file tax returns; and how to file state death and federal estate tax returns. As executor, you will be responsible for settling the deceased person s estate and as trustee, you will be responsible for holding and administering the trust assets in the best interests of the trust s beneficiaries. Using this book as a guide, you can be assured that you will be prepared to properly perform the necessary duties entrusted to you. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company president's garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.

WITH A NEW FOREWORD BY VAL McDERMID Therese is just an ordinary sales assistant working in a New York department store when a beautiful, alluring woman in her thirties walks up to her counter. Standing there, Therese is wholly unprepared for the first shock of love. Therese is an awkward nineteen-year-old with a Complete Guide to Trust & Estate Management free pdf job she hates and a boyfriend she doesn't love; Carol is a sophisticated, bored suburban housewife in the throes of a divorce and a custody battle for her only daughter. As Therese becomes irresistibly drawn into Carol's world, she soon realizes how much they both stand to lose...First published pseudonymously in 1952 as The Price of Salt, Carol is a hauntingly atmospheric love story set against the backdrop of fifties' New York. A mother and child share so much together--countless milestones, simple joys, unexpected challenges, and all the little surprising moments in between. This five-year journal will help you capture it all--simply turn to today's date and take a few moments to answer the question at the top of the page. As the journal fills, it will become a loving record and cherished family keepsake.


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Author: Gerald Shaw
Number of Pages: 288 pages
Published Date: 01 Dec 2010
Publisher: Atlantic Publishing Co
Publication Country: Ocala, United States
Language: English
ISBN: 9781601382016
Download Link: Click Here
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