Estate  Trust Administration For Dum..., Margaret A. Munro
Estate  Trust Administration For Dum..., Margaret A. Munro
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Estate & Trust Administration For Dummies

Author: Margaret A. Munro, Kathryn A. Murphy

Narrator: Emily Durante

Unabridged: 18 hr 35 min

Format: Digital Audiobook Download

Publisher: Tantor Media

Published: 09/18/2019

Categories: Nonfiction, Law


Synopsis

Your plain-English guide to administering an estate and/or trust.

As more and more of the population reach senior ages—including baby boomers, many of whom do not have wills—an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration For Dummies guides you through the confusing process of administering an estate and/or trust.

Settling an estate and administering a trust can be complicated, messy, and time-consuming for individuals named as executor or trustee, most of whom have no previous experience with such matters. Estate & Trust Administration For Dummies shows you how to make sound decisions for your unique circumstances.

● Guides you through the confusing process of administering an estate and/or trust

● Provides expert advice on unfamiliar estate and trust tax law

● Gives you a practical checklist to follow for all of your estate and trust administration questions and concerns


About Margaret A. Munro

Margaret Atkins Munro, EA, has more than thirty years' experience in trusts, estates, family tax, and small businesses. She lectures for the IRS annually at their volunteer tax preparer programs.


Reviews

Goodreads review by Jeffrey on March 05, 2015

It was a excellent resource that prepared me for the task of addressing my parents' estate plan. But once I found out how powerful such planning is, I did my own estate/trust plan also. Of course, I went to an attorney, but this book introduced me to all the terms and definitions so that I could tal......more

Goodreads review by Matt on December 27, 2016

This is the first book in the Dummies series that I really found useful. This is a bit dated (I read the ~2008 edition) but still a great starting place for estate & trust management. I did find a few fairly minor errors - wrong form numbers, etc.......more

Goodreads review by Peter on July 15, 2024

The Tax Advisor Margaret Atkins and the lawyer Kathryn A. Murphy published Estate Planning and Administration for Dummies in the United States and Canada in 2019. The first section introduces the reader to estate planning and administration of will or trust. The second section is entitled “Administe......more

Goodreads review by Kathy KS on March 25, 2021

Although this edition may be somewhat outdated, I found the presentation helpful and written in a very accessible style. In conjunction with other similar works, it provided some helpful explanations about the nuts and bolts of serving as an administrator/executor of an estate.......more

Goodreads review by DeEtte on November 20, 2017

If you've been named as an executor and have no idea where to begin, this is a perfect book for you. It helped me get through the process relatively unscathed.......more