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How to Probate an Estate in California
Author: Julia Nissley, Lisa Fialco
Publisher: Nolo
ISBN: 1413324894
Pages: 464
Year: 2018-03-10
View: 1073
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Handle probate yourself - and save time and money When you've lost a loved one, the inevitable legal matters can seem difficult and confusing. But in most cases, probate involves little more than routine paperwork to transfer assets to family members and other beneficiaries. How to Probate an Estate in California explains, step-by-step, how to wrap up a basic estate. Whether you do it yourself or work with a lawyer, you'll save money and time. With this easy-to-follow guide, you'll learn how to: read and understand a will or trust determine who inherits if there is no will pay bills and taxes complete and file all necessary court paperwork collect life insurance and other death benefits transfer real estate, securities, vehicles, and other assets to heirs and beneficiaries transfer some assets without probate Even if you hire a lawyer to do some of the paperwork, this book demystifies the process so that you can make informed decisions and communicate intelligently with the attorney about the estate--and save cash in the process. Why pay a lawyer over $15,000 to probate a $500,000 estate, when you can do much of it on your own? Every page of this new edition has been reviewed and revised by a practicing probate lawyer. It provides fresh and accurate information about probating an estate in California.
How to Probate and Settle an Estate in California
Author: Douglas Godbe, John Talamo
Publisher: SphinxLegal
ISBN: 1572484640
Pages: 330
Year: 2004
View: 1320
Read: 1162
How to Probate and Settle an Estate in California can help you understand, prepare for, and work through the steps necessary to handle both property that is subject to probate and property that is not subject to probate in the state of California.
How to Probate and Settle an Estate in California
Author: John Talamo, Douglas Godbe
Publisher: Sphinx Publishing
ISBN: 1570714088
Pages: 160
Year: 1999-02
View: 1304
Read: 1283

The Complete Guide to Planning Your Estate in Indiana
Author: Linda C. Ashar, Sandy Baker
Publisher: Atlantic Publishing Company
ISBN: 1601384386
Pages: 336
Year: 2010
View: 955
Read: 849
What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes — such as family or special charities — it becomes necessary to make special advance preparations. To ensure your assets are protected and final wishes are carried out, there are some common actions that should be taken now. Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should also allow for the possibility of your own disability. It should detail what you own and whom you want to leave it to at a time of your choosing and the way you want. Your estate plan should include fully disclosed, controlled costs for you and your loved ones. The last thing you want to worry about is having your estate drained of value through taxes and legal costs. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in Indiana will help you glide through this complicated process. This new book has been adapted to offer Ohio residents state-specific advice for estate planning. Co-authors Margo Pierce and Linda C. Ashar, attorneys at law, have crafted an estate planning primer, allowing Indiana residents to become more informed and more involved during the process. Many books on estate planning indicate you do not need the services of an attorney, but this book highly recommends using an attorney versed in this area: You should not go through the process alone. This book is intended explain the complicated issues, terminology, and planning strategies of estate planning so when you do meet with a qualified attorney, you will be well prepared. You will understand the legal terms and be ready to discuss issues and strategies with familiarity, saving you time and legal fees and ensuring peace of mind. Indiana -specific information is offered throughout this book, including: Indiana ‘s probate code; Indiana rules, regulations, and laws specific to estate planning; elements of a valid Indiana will; planning your living will in Indiana; explanations of Indiana laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. The book’s easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future. This book also offers an overview of abatement rules, settlement costs, guardianship and minor children, executors and trustees, life insurance, potential long-term care needs, marital deductions, types of trusts, gift splitting, survivorship deeds, 529 plans, reducing or eliminating estate taxes, avoiding tax on life insurance, using insurance to pay estate taxes, gift tax issues, generation skipping transfer tax, and tax-deferred accounts. Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. Although few people want to think about the possibility of disability or disease, advance planning is also a way to show your love and to reduce potential distress later. Other books offer a non-state-specific overview of estate planning, causing many readers to be misinformed about rules and regulations particular to their state; but, this new book provides information Indiana residents need to know. Do not get outdated or wrong information that does not pertain to you specifically. Use this new book to craft an estate plan that is not only legally sound but also fully carries out your last wishes and protects your loved ones.
The California Probate Paralegal
Author: Dianna L. Noyes
Publisher: Ingram
ISBN: 1611634520
Pages: 400
Year: 2013
View: 971
Read: 305
The California Probate Paralegal, Second Edition, is a comprehensive textbook for students and practicing paralegals in California. It covers the nuts and bolts of probate, estate planning and administration using a balanced approach of theory and application. The textbook includes the history of probate and estate planning, as well as the most current, up-to-date information about estate planning and administration.This textbook provides state specific statutes, rules, and procedures and step-by-step guidance in preparing California Judicial Council forms and pleadings. Forms and practical examples are used throughout the book as they apply to typical probate and estate issues a paralegal will face in the law firm.The book is written for all levels – students as well as practicing paralegals. Readers will enjoy this topical and easy to follow textbook and will refer to it again and again as a valuable desk reference in their daily work as a probate/estate planning paralegal.
Your New Jersey Wills, Trusts, & Estates Explained Simply
Author: Linda C. Ashar
Publisher: Atlantic Publishing Company
ISBN: 1601384203
Pages: 288
Year: 2012
View: 375
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Few people want to think about what would happen to their family if they become disabled or die; however, planning for these occurrences in advance will reduce potential stress on your family later in life. This new book will take the guesswork out of planning your estate and help you finally understand the complex processes.The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. Your New Jersey Wills, Trusts, & Estates Explained Simply will help you glide through this complicated process. This new book has been adapted to offer New Jersey residents state-specific advice for estate planning. Author Linda C. Ashar, attorney at law, has crafted an estate planning primer, allowing New Jersey residents to become more informed and more involved during the process.Your New Jersey Wills, Trusts, & Estates Explained Simply will provide all the information you need to choose, set up, and execute a will, trust, or estate. You will learn the legal terminology, including beneficiary, probate, trustor, trustee, assets, guardianship, and executor. You will also learn about trust agreements, trust property, settlement costs, life insurance, durable powers of attorney, marital deductions, gift splitting, survivorship deeds, gift tax issues, generation skipping transfer tax, tax deferred accounts, and advance directives. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.
How to Probate & Settle an Estate in Texas
Author: Karen Ann Rolcik
Publisher: SphinxLegal
ISBN: 1572484969
Pages: 272
Year: 2005-03-01
View: 280
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The Complete Guide to Settling an Estate in Texas Probate can be a complicated process during a difficult time in many people's lives. How to Probate and Settle an Estate in Texas can help you understand, prepare for and work through the process of handling an estate in Texas. Written in an easy-to-understand manner, this book explains the different kinds of probate available in Texas and details the steps that must be completed. Checklists are provided for each specific kind of probate to ensure that no form or step is missed along the way. From dealing with creditors to handling estate taxes, How to Probate and Settle an Estate in Texas will provide you with essential knowledge to assist in closing an estate. Sphinx Legal Taking the Mystery out of the Law Appointing a Resident Agent Working with an Attorney Providing Notice to Creditors Paying Debts and Expenses Preparing an Estate Inventory Ready-to-Use Forms with Instructions: IRS Form SS-4 Application for Probate and Administration of Estate Notice to Creditors Appointment of Resident Agent and many more... Texas Probate Code Checklists for specific kinds of Texas probate procedures Explanation of forms to use for each kind of probate Plain-English glossary of terms Step-by-step instructions Ready-to-use, blank forms Your #1 Source for More Than 20 Years for Real World Law Information Sphinx Publishing An Imprint of Sourcebooks, Inc. www.SphinxLegal.com
Every Californian's Guide To Estate Planning
Author: Liza Hanks
Publisher: Nolo
ISBN: 141332469X
Pages: 250
Year: 2018-01-18
View: 392
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Estate planning books often fall into two categories: Those that are overwhelming and full of jargon, focusing on strategies to avoid taxes, or those that provide a general overview of wills, trusts, and estate planning tools and issues at a basic level. Every Californian's Guide to Estate Planning is different: It focuses on estate planning issues that are unique to people who call California home. California is different from almost anywhere else, people come from all over the world to live here, less than 25% of our families fit the traditional model, property is subject to community property rules, and our property tax rates are kept low until a property changes hands. No other estate planning book on the market addresses international issues, how to plan for blended families, how and why community property matters in an estate plan, or how to pass low property taxes on to your children. Written by an estate planning attorney with more than 15 years of experience, complex issues are explained in clear and concise language with lots of examples based on real life stories.
The Trustee's Legal Companion
Author: Liza Hanks, Carol Elias Zolla
Publisher: Nolo
ISBN: 1413323650
Pages: 416
Year: 2017-03-27
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Millions of Americans have created living trusts over the past couple of decades, giving little or no thought to what the successor trustee will have to do when the time comes. This book shows every trustee how to handle paperwork, keep beneficiaries informed, and get help from experts if necessary.
The Guardianship Book for California
Author: David Brown Attorney
Publisher: Nolo
ISBN: 141331600X
Pages: 370
Year: 2011-02-07
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Become a legal guardian and make the biggest difference in a child's life! Thousands of children in California need legal guardians because their parents have died, abandoned them, or are otherwise unable to care for them. The Guardianship Book for California provides the step-by-step instructions caring adults need to obtain a legal guardianship -- without paying a lawyer. Learn how to: decide whether to obtain a legal guardianship find out if you are eligible to enroll a minor in school and make medical decisions without becoming a legal guardian use alternate forms if a legal guardianship is not practical obtain a guardianship for finances or for personal and physical care of a minor, or both prepare, file and have guardianship papers served appear before a judge obtain a temporary guardianship in an urgent situation deal with institutions and agencies -- with or without a guardianship -- schools, medical facilities, insurance companies, public assistance agencies, and more end a guardianship The 8th edition is completely updated with the latest laws, and includes all the necessary forms and instructions for becoming a legal guardian in California. Nolo has dozens of products created just for California residents.
California Guide to Tax, Estate & Financial Planning for the Elderly
Author: Stuart D. Zimring, Donna R. Bashaw
Publisher: LexisNexis
ISBN: 1579118852
Pages: 1292
Year: 2018-06-08
View: 932
Read: 1013
The first baby boomers are approaching retirement age. They are mapping out their own future, providing for children and grandchildren, and caring for aging parents. And they all have lots of questions - about financial planning, health care, charitable gifts, nursing homes, housing and a host of issues related to aging. You also need to meet the needs of your current elderly clients by keeping abreast of this rapidly evolving area of practice. Now, thanks to California Guide to Tax, Estate & Financial Planning for the Elderly, you'll be able to answer their questions and act in their behalf, whether you specialize in elder law and estate planning or maintain a general practice. This newly published compendium from LexisNexis places the range of issues facing the elderly in the context of California law. It's your single source for in-depth discussions of such issues as: • Medi-Cal • Conservatorships • Wills and trusts • Income and estate taxes • Estate planning • Nursing homes and home health care agencies • Planning for incapacity California Guide to Tax, Estate & Financial Planning for the Elderly has been specifically designed to help increase your effectiveness and productivity. • A glossary of acronyms at the beginning of the book will help you identify state and federal agencies and initiatives. • A section of common client questions that begins each chapter will lead you directly to the information you'll use most often. • Hundreds of practice notes throughout the text provide useful tips and suggestions, while cautionary notes alert you to areas of special concern. • Checklists at the end of each chapter will help ensure that you have addressed your client's needs methodically and completely.
Matthew Bender Practice Guide: California Trust Litigation
Author: John A. Hartog, Shirley L. Kovar
Publisher: LexisNexis
ISBN: 1579114857
Pages: 1324
Year: 2018-05-11
View: 922
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Matthew Bender Practice Guide: California Trust Litigation, a one-volume practice guide, provides detailed, practical, up-to-date, and authoritative information on litigating disputes arising out of the creation and operation of trusts in California. Key topics include: • Proceedings attacking the validity and/or existence of a trust (trust contests). • Disputes involving the ownership of trust property. • Petitions for instructions relating to the operation of a trust. • Compelling a trust accounting. • Suits involving claims of breach of duty or malfeasance by the trustee. • Removal of a trustee. • Related matters such as financial abuse of an elder or dependent adult by a trustee, case evaluation, ethical issues, the recovery of trustee and attorney's fees in litigation, and the mediation and settlement of trust disputes. Trust litigation can be a highly lucrative field for California attorneys. However, it presents unique issues and procedures that set it apart from other types of general civil litigation, and presents many pitfalls for the unwary and inexperienced. This publication gives estate planners and general civil litigators the basic guidance that they will need to expand their practice into trust litigation, as well as serving as a handy reference source of up-to-date practice information for experienced estate litigators. Matthew Bender Practice Guide: California Trust Litigation establishes a new standard in practice guides. You'll find streamlined chapter organization, precise guidance on finding pertinent online information, cross references to additional relevant content, and Strategic Points, Warnings, and other types of practical tips highlighted by icons and headings that classify the tips by type so you can tell at a glance what type of information you will find in the tip. You can be sure you are fully prepared with the step-by-step guidance of checklists and the ready availability of time-saving forms. Cross references give you instant access to relevant cases, statutes, rules, public records and secondary sources that include Matthew Bender's indispensable online publications. And with updates twice a year, you'll always have fast, accurate and up-to-date answers to procedural questions. Matthew Bender Practice Guide: California Trust Litigation offers expert analyses, procedures, forms, and references for total research and guidance support. Contributing Authors • David W. Baer, J.D. (Ch. 5) • Dawn Hall Cauthen, J.D.(Ch. 9) • Kristen E. Caverly, J.D. (Ch. 1) • James P. Cilley (Ch. 7) • Susanne B. Cohen, J.D. (Ch. 11) • Linda S. Durston, PhD, J.D. (Ch. 12) • Michelle C. Glasser, J.D., LLM (Ch. 9) • Margaret M. Hand, J.D. (Ch. 15) • Jerry R. Hauser, J.D. (Ch. 10) • Kay E. Henden, J.D. (Ch.16) • J. Lee Johnson, J.D., LLM (Ch. 6) • Fiona Newell Kaufman, J.D. (Ch. 11) • Jayne Chong-Soon Lee, J.D., LLM (Ch. 4) • David D. Little, J.D. (Ch. 14) • Michael B. McNaughton, J.D. (Chs. 3, 5) • S. Andrew Pharies, J.D. (Ch. 9) • Zachary R. Rayo, J.D., LLM (Chs. 8, 13) • Michele K. Trausch, J.D. (Ch. 3) • Timothy F. Winchester, J.D. (Ch. 2) Matthew Bender California Practice Guides: The Fresh New Perspective in California Research Matthew Bender California Practice Guides redefine what first-class research support is all about. These peerless dual media tools combine the convenience of the printed word with the reach of online access to help you work smarter and faster, and get more of what you're searching for easier. With each Practice Guide, expert task-oriented analyses are just the beginning. Checklists, practice tips, examples, explanatory notes, forms, cross-referencing to other Practice Guides and online linking to Matthew Bender's vast suite of publications all combine to deliver the fast, full and confident understanding you seek. Featuring more of what you're looking for in a comprehensive research system--a task-based format, thorough yet concise content, citable expert insight, sample searches and so much more. Matthew Bender California Practice Guides will help lift your efforts to a whole new level of success.
Make Your Own California Will
Author: Douglas Godbe
Publisher: SphinxLegal
ISBN: 157248246X
Pages: 208
Year: 2003
View: 321
Read: 385
Make Your Own California Will explains California law regarding the distribution of your estate. Complete with detailed instructions and ready-to-use forms, this book makes writing your own California will inexpensive and hassle-free.
How to Probate & Settle an Estate Yourself, Without the Lawyer's Fees
Author: Benji O. Anosike
Publisher: Do It Yourself Legal Pub
ISBN: 0932704514
Pages: 242
Year: 2000
View: 1179
Read: 1322

The Executor's Guide
Author: Mary Randolph
Publisher: Nolo
ISBN: 1413324819
Pages: 520
Year: 2018-02-28
View: 1008
Read: 1039
The Executor's Guide shows someone who's wrapping up a loved one's estate how to proceed, step by step. It explains what must be done right away and what can wait, and guides readers through a land of unfamiliar legal procedures and terminology. It covers: preparing for the job of executor or trustee the first steps to take claiming life insurance, Social Security, and other benefits making sense of a will what to do if there is no will how to determine whether probate is necessary--it may not be! managing assets a child inherits taxes an overview of probate court proceedings what you can do to avoid disputes with family members handling trusts looking up your state's laws, and working with lawyers, appraisers, accountants and other experts. The Executor's Guide contains tables that outline key points of each state's laws, the latest information on estate tax laws, and helpful worksheets.