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

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Wilson, Douglas D

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

Synopsis

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!

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À propos de l'auteur

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.

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.

Éditeur
Adams Media
Date d'édition
2014
Langue
anglais
ISBN 10 
1440570876
ISBN 13 
9781440570872
Reliure
Broché
Nombre de pages
304
Coordonnées du fabricant
non disponible
Personne responsable
Simon and Schuster Netherlands BV, GPSR Europäische Union
info@simonandschuster.nl

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