How to Settle an Estate: A Manual for Executors and Trustees - Softcover

Leimberg, Stephen R.

Softcover

ISBN 10: 0452279348 ISBN 13: 9780452279346

Publisher: Plume, 1998

Synopsis

Settling an estate is an enormous financial and legal responsibility for which many are not prepared. The solution? Follow the advice of two estate experts who have created this all-inclusive manual, leading readers through the maze of legal documents, forms, letters, and notices to be filed and the procedures that must be followed to fulfill all obligations concerned. In clear and simple terms, Plotnick and Leimberg offer practical advice on diverse topics such as:
How to pay a multitude of taxes without incurring costly fines
How to raise cash for immediate estate expenses
Knowing when to hire a lawyer, an accountant, and a stockbroker
Dealing with insurance claims
Gaining government and fringe benefits
Managing real estate
Distributing and valuating assets.
Sample letters, documents, and checklists for filing forms are included in this resourceful book to help solve problems from running a family business to choosing a legal guardian. Completely updated with the latest tax law information, How to Settle an Estate will help readers act as trustees for an estate with maximum protection for the heirs and minimum liability for themselves.
How to Settle an Estate includes all recent federal tax law changes.
This comprehensive book makes sense of the complexities of the legal system.

About this title

About the Author

Stephan R. Leimberg, J.D., is CEO of Leimberg Information Services, Inc., a provider of tax law commentary.

Reviews

Attorneys Plotnick and Leimberg have substantially updated their clear, comprehensive manual for executors and trustees of an estate, originally published in 1986. The new edition shines in its use of sample documents and checklists. It also addresses the psychological aspects of death and of being an executor. While not a technical treatise, this guide conveys enough detail to assist readers. The authors stress the importance of forming an estate settlement team of experts and suggest how to hire them. The only problem, as with any consumer legal guide, is the differing state laws. The authors might consider selected state-specific editions and issuing software for the book, as some tax return programs have done. Overall, however, this is an excellent and handy book. For general collections.AHarry Charles, Attorney, St. Louis
Copyright 1998 Reed Business Information, Inc.

Edition details

• Publisher: Plume
• Publication date: 1998
• Language: English
• ISBN 10: 0452279348
• ISBN 13: 9780452279346
• Binding: Mass Market Paperback
• Number of pages: 336