The Trustee's Legal Companion

The Trustee's Legal Companion
Author: Liza Hanks
Publisher: Nolo
Total Pages: 417
Release: 2023-03-03
Genre: Law
ISBN: 1413330622

Serving as the trustee of a living trust after someone has died can be a big task. This book shows trustees how to get organized, get moving, and do a good job. Living trusts are popular estate planning tools, but when you’re chosen to serve as a trustee, you might wonder where to begin. Trustee’s Legal Companion has everything you need to get organized, get started, and get the job done. You’ll learn how to: decide whether to take on the job of trustee set up ongoing trusts for surviving spouses, children, or beneficiaries with special needs invest trust assets get help from lawyers, financial planners, and other experts handle taxes and prepare accountings, and work effectively with beneficiaries and distribute trust property. The authors—attorneys who have helped many a bewildered trustee—show you, step by step, how to administer a living trust with confidence.

The Trustee's Legal Companion

The Trustee's Legal Companion
Author: Liza Hanks
Publisher: NOLO
Total Pages: 397
Release: 2012
Genre: Business & Economics
ISBN: 9781413317701

Provides legal advice for serving as the trustee of a living trust after someone has died, discussing how to invest assets, prepare accountings, handle taxes, distribute trust property, and develop relationships with beneficiaries.

Make Your Own Living Trust

Make Your Own Living Trust
Author: Denis Clifford
Publisher: Nolo
Total Pages: 312
Release: 2021-03-30
Genre: Business & Economics
ISBN: 1413328407

A do-it-yourself manual for making your own living trust, with checklists, step-by-step procedures, worksheets, and forms.

The Living Trust Workbook

The Living Trust Workbook
Author: Robert A. Esperti
Publisher: Penguin Books
Total Pages: 356
Release: 2001
Genre: Business & Economics
ISBN:

How you and your legal advisors can design, fund, and maintain your living trust plan and secure your family's future.

Every Californian's Guide To Estate Planning

Every Californian's Guide To Estate Planning
Author: Liza W. Hanks
Publisher: Nolo
Total Pages: 369
Release: 2024-01-30
Genre: Business & Economics
ISBN: 1413331459

This one-of-a-kind guide covers everything from wills and living trusts to tax-saving strategies and issues that are unique to people who call California home.

Every Californian's Guide To Estate Planning

Every Californian's Guide To Estate Planning
Author: Liza W. Hanks
Publisher: Nolo
Total Pages: 369
Release: 2022-01-01
Genre: Law
ISBN: 1413329381

Finally, an Estate Planning Guide for Californians Every Californian’s Guide to Estate Planning helps you understand the basics of leaving money and property to loved ones and charities, and naming a guardian for children—with a special focus on issues unique to California, like: how community property rules affect inheritance and taxes how to minimize capital gains for those inheriting high value real estate legal and tax rules that apply to non-citizens and U.S. permanent residents important issues for international guardians, trustees, and executors how to understand the impact of “Prop 19,” and make sure your heirs don’t lose a low (“Prop 13”) property tax rate, and how to avoid California’s slow and expensive probate system through options such as transfer-on-death deeds. With Downloadable Worksheets Includes access to essential worksheets that help you get started on writing a will, preparing a trust, choosing a guardian, leaving money to kids, naming beneficiaries, choosing agents for your health care directive and power of attorney for finances, doing a personal inventory, and more. details inside.

Nolo's Guide to Estate Planning

Nolo's Guide to Estate Planning
Author: Hanks Liza
Publisher:
Total Pages: 0
Release: 2024-05-28
Genre: Business & Economics
ISBN: 9781413331660

Nolo's Guide to Estate Planning is the successor to our steadily popular Plan Your Estate. Like its predecessor, the new title gives legal and, above all, practical information to anyone thinking of writing a will, making a trust, choosing guardians for children, implementing probate-avoidance techniques--in short, what every adult needs to do to make sure their wishes will be carried out. The new title is concise, loaded with examples, and eminently accessible.