Estate and Trust Administration For Dummies (For Dummies (Business & Personal Finance))

Your plain-English guide to administering an estate and/or trust As more and more of the population reach senior ages—including baby boomers, many of whom do not have wills—an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of

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Your plain-English guide to administering an estate and/or trust

As more and more of the population reach senior ages—including baby boomers, many of whom do not have wills—an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration For Dummiesguides you through the confusing process of administering an estate and/or trust.

Settling an estate and administering a trust can be complicated, messy, and time-consuming for individuals named as executor or trustee, most of whom have no previous experience with such matters. Estate & Trust Administration For Dummies shows you how to make sound decisions for your unique circumstances. Guides you through the confusing process of administering an estate and/or trustProvides expert advice on unfamiliar estate and trust tax law Gives you a practical checklist to follow for all of your estate and trust administration questions and concerns

Whether you’re looking for guidance on how to navigate the probate process and estate taxes, settle debts and bequests, fund a trust, comply with tax regulations, or anything in between, this hands-on, friendly guide takes away the mystery and provides detailed answers to all of your estate and trust administration questions.

Comments

H. J. Spivack says:

Review: Estate and Trust Administration for Dummies, Exec Summ: Excellent! In reviewing the “Estate & Trust Administration for Dummies” book, I should disclose that I am a financial planner. While I may be a dummy, I’ve found this series is rarely dumb, often insightful and sometimes downright terrific. This Edition (if that’s the right word, it is the 2nd edition but I mean this book) is well written, comprehensive and plain-language-clear.The book is not written for professionals necessarily, but it does cover a lot of ground that a professional should know…

Victor Blake says:

Helpful guide to practical aspects of Trust administration This text may be very helpful to anyone who has suddenly or unexpectedly been thurst into the role of Trustee, executor, or administrator for example, upon the passing of a family member who has entrusted them to settle their estate. It may also be useful to a Trustee designated to handle other types of trusts for example a Life Insurance Trust.Although the practice has largely been delegated to attorneys in the past, there is no necessary reason why family members cannot perform…

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