The Inheritor's Handbook: A Definitive Guide for Beneficiaries - Rilegato

Rottenberg, Dan

Rilegato

ISBN 10: 1576600513 ISBN 13: 9781576600511

Casa editrice: Bloomberg Pr, 1999

Riassunto

Examines the financial and personal issues facing those receiving an inheritance, discussing wills, trust options, communicating with financial advisers, and managing wealth wisely

Su questo libro

Descrizione del libro

the inheritor's handbook is the first guide about the transfer of assets written from the recipient's perspective. it delves, not only into financial, legal, tax, and investment questions, but also into a far more sensitive area-the delicate art and science of communicating and negotiating about money and material goods with loved ones. rottenberg presents and offers solutions to a variety of potential scenarios, offering real-life examples as well as advice from experts.

Contenuti

part 1

preparing to inherit

your relationship with your parents

estate planning questions: the quick list

opening the conversation

before you talk to your parents, first talk to yourself

sidebar: a checklist of emotional inheritance issues

parents’ primary concerns

after talking to yourself, confer with your siblings

before approaching your parents, you may want to consult a professional 23

approaching your parents

assembling your parents’ vital documents

estate planning issues

managing your parents’ affairs before they die

minimizing estate taxes

sidebar: estate, inheritance, and gift taxes

protecting against incompetence or disability

durable power of attorney

a living (or “revocable”) trust

preparing for death

have your parents written their wills?

plan the funeral

get to know your parents’ advisers

what if your parent has remarried?

understanding irrevocable trusts

is a trust necessary?

using trusts to reduce taxes

sidebar: how long can a trust last?

the alternative to a trust

if a trust is necessary

how many trusts?

choosing an estate attorney

locating a trust’s “home base”

choosing a trustee

anticipating disputes and attaching strings

what does a trust cost?

once the trust document is written, then what?

part 2

when wealth changes hands

steps to take when your parent or spouse dies

at the time of death

after the funeral

in the months after death

sidebar: the estate of donald b.:

a sample timetable

the executor

duties of executors

if you are the executor

local estate and inheritance taxes

your inheritance

if there is no will

if there is a will

what to expect

your right to access the will

contesting a will

after the will is settled

can money change you?

dealing with grief issues

quick tips

choosing professional advisers

family advisers, or choose your own?

a quick guide to professional advisers

lawyers

accountants

investment advisers

stockbrokers

financial planners

insurance agents

therapists

to commingle assets or not?

rewriting your own will

part 3

handling new wealth

managing your direct inheritance

utilizing your professiona

Dettagli dell'edizione

• Editore: Bloomberg Pr
• Data di pubblicazione: 1999
• Lingua: Inglese
• ISBN 10: 1576600513
• ISBN 13: 9781576600511
• Rilegatura: Copertina rigida
• Numero di pagine: 214
• Contatto del produttore: non disponibile
• Persona responsabile: non disponibile