Let The Records Show: A Practical Guide To Power Of Attorney And Estate Record Keeping - Couverture souple

Alderson, B.A. Linda A.

 
9781462006700: Let The Records Show: A Practical Guide To Power Of Attorney And Estate Record Keeping

Synopsis

Acting as a power of attorney or as an estate trustee carries a great deal of financial and legal responsibility. But in Let the Records Show, authors Linda A. Alderson and Douglas Alan Alderson have distilled the information and have provided a step-by-step guide to keeping financial and property affairs in order. Let the Records Show offers a ten-step guide for effectively handling record-keeping obligations, and it demystifies and simplifies the terminology and related work processes associated with creating a complete and proper information trail to satisfy legal interests. It also provides: Answers to questions to consider before acting as an attorney; An overview of accounting and legal terms presented in plain English; Tips on the fundamentals of being an attorney or estate trustee; Guidance on inventory preparation; Comparison between the roles of attorney and estate trustee; A review of common problems and how to fix them; Information on estate litigation basics; Charts, templates, and checklists to help you stay organized Filled with practical guidance on how to maintain financial records to meet the legal requirements, Let the Records Show helps to simplify the roles of power of attorney and estate trustee.

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Présentation de l'éditeur

Acting as a power of attorney or as an estate trustee carries a great deal of financial and legal responsibility. But in Let the Records Show, authors Linda A. Alderson and Douglas Alan Alderson have distilled the information and have provided a step-by-step guide to keeping financial and property affairs in order. Let the Records Show offers a ten-step guide for effectively handling record-keeping obligations, and it demystifies and simplifies the terminology and related work processes associated with creating a complete and proper information trail to satisfy legal interests. It also provides: Answers to questions to consider before acting as an attorney; An overview of accounting and legal terms presented in plain English; Tips on the fundamentals of being an attorney or estate trustee; Guidance on inventory preparation; Comparison between the roles of attorney and estate trustee; A review of common problems and how to fix them; Information on estate litigation basics; Charts, templates, and checklists to help you stay organized Filled with practical guidance on how to maintain financial records to meet the legal requirements, Let the Records Show helps to simplify the roles of power of attorney and estate trustee.

Biographie de l'auteur

Linda A. Alderson has been a chartered accountant for thirty years. Alderson advocates for the rights and benefits of seniors. She lives in Oak Ridges, Ontario. Douglas Alan Alderson earned degrees from the University of Toronto, Osgoode Hall Law School, and the Yale Law School. He has been an Ontario lawyer since 1992. Alderson lives in Lake Portia, Ontario.

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