Executor's Guide: Settling an Estate or Trust

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Busy Tax Consultant - The Best Books Reviews!

Busy professional

25 episodes

1 week ago

Join AIra and AIlex as they explore must-read books for busy tax consultants! Each episode delivers key insights from top tax strategy and compliance books—covering regulations, planning, ethics, and industry trends. Stay informed, efficient, and tax-season ready—without the extra reading time.

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Executor's Guide: Settling an Estate or Trust

Busy Tax Consultant - The Best Books Reviews!

24 minutes 37 seconds

1 month ago

Executor's Guide: Settling an Estate or Trust

This Executor's Guide provides a comprehensive overview of the responsibilities involved in settling a deceased person's estate or trust. It outlines the initial steps following a death, such as arranging funeral services and securing assets. The book details the process of identifying and managing assets, paying debts and taxes, and distributing property to beneficiaries, whether through probate or trust administration. Furthermore, it addresses specific scenarios like handling life insurance, retirement funds, and the care of minor children. The guide also offers advice on understanding wills and navigating potential legal complexities, aiming to equip executors and trustees with the knowledge to fulfill their duties effectively.

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