This book arms the average couple with the basic
knowledge needed to both estate plan and administer an estate. With over 40
years of experience in the field, Professor Whitman provides an essential guide allowing readers to become empowered in this complex area of law.
ON BEING A TRUSTEE: A Practical Guide
by T.L. Higginson, Jr.
(ISBN 09715692-0-7)
This is a practical review of the responsibilities and activities involved in
serving as trustee of a private trust. It is a comprehensive introduction to
wills, trusts, stocks, bonds, partnerships, taxes, brokerage firms, and
investment management. With its excellent index, this is a valuable desktop
reference for trustees and those who are new to the task of managing their own
investments.
Tax legislation in 2001 necessitates this update to
Professor Whitman's previous title Estate Planning and Administration: For
Estate and Trust Benefactors and Beneficiaries. This new book provides the
basic information needed to estate plan in accordance with the new law.
Hopefully, it will allow the reader to walk into a planner's office with a good
overall knowledge of what can be a complex process.
The goal of this book is to introduce the reader to 14
tax-smart planning solutions for the transfer of personal and business wealth in
an easy-to-read and simplified fashion. Each chapter identifies a specific
planning problem, describes an answer to the problem, presents a hypothetical
case study showing exactly how the answer should work in a factual situation,
reviews the benefits and potential pitfalls associated with the solution, and
provides additional planning pointers. It is the author’s hope that his book
will enlighten the reader with new planning ideas as he/she takes on the
challenge of wealth management and protection.
This book covers the fundamentals about wills, trusts,
estate planning, powers of attorney and advance directives. Whether you have one
dollar or a billion, everyone, wealthy or not, needs to know the basics first.
This hands-on and personalized workbook guides you through the
information-gathering process necessary to prepare every estate plan. You will
save time and money by making the important decisions regarding your estate
before you meet with an advisor.
Topics include:
Preparing for Incapacity
Laws of Intestacy
Common Will and Trust Provisions
Assets and Debts
Defining and Clarifying Relationships
How to Leave an Inheritance
Probate and Taxes
Revocable Trusts
Estate and Trust Administration
The Estate Attorney and the Advisory Team
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Last modified:
May 15, 2009
