Verwandte Artikel zu The Everything Executor and Trustee Book: A Step-by-Step...

The Everything Executor and Trustee Book: A Step-by-Step Guide to Estate and Trust Administration - Softcover

Buch 23 von 79: The Everything Books

Wilson, Douglas D

 
9781440570872: The Everything Executor and Trustee Book: A Step-by-Step Guide to Estate and Trust Administration
Softcover
ISBN 10: 1440570876 ISBN 13: 9781440570872
Verlag: Adams Media, 2014

Inhaltsangabe

Essential information for executors or trustees for wills and trusts!


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, The Everything Executor and Trustee Book will be there to help you every step of the way!

Die Inhaltsangabe kann sich auf eine andere Ausgabe dieses Titels beziehen.

Über die Autorin bzw. den Autor

Douglas D. Wilson, CFP, CTFA, was Senior Vice President of First Hawaiian Bank's Client Financial Services, and Senior Vice President of Administrative Services at Bank of Hawaii. A Certified Financial Planner and Certified Trust and Financial Advisor, he counsels executors and trustees through his firm, Trustee Consulting, LLC. Wilson is president of the Hawaii Tax Institute Foundation, and a board member of the Hawaii Society of the Institute of Certified Financial Planners. He lives in Volcano, HI.

„Über diesen Titel“ kann sich auf eine andere Ausgabe dieses Titels beziehen.

Verlag
Adams Media
Erscheinungsdatum
2014
Sprache
Englisch
ISBN 10 
1440570876
ISBN 13 
9781440570872
Einband
Taschenbuch
Anzahl der Seiten
304
Kontakt zum Hersteller
Nicht verfügbar
Verantwortliche Person
Simon and Schuster Netherlands BV, GPSR Europäische Union
info@simonandschuster.nl

Herculesplein 96
Utrecht
3584 AA
Niederlande