How to Efficiently Settle the Family Estate

ebook

By Bart Windrum

cover image of How to Efficiently Settle the Family Estate

Sign up to save your library

With an OverDrive account, you can save your favorite libraries for at-a-glance information about availability. Find out more about OverDrive accounts.

   Not today

Find this title in Libby, the library reading app by OverDrive.

Download Libby on the App Store Download Libby on Google Play

Search for a digital library with this title

Title found at these libraries:

Library Name Distance
Loading...

You may have *planned* your own estate. But do you know how to *settle* an estate left to you—quickly, efficiently, and economically? Using any one of this book's suggestions will pay you back many fold in money, time, ease, and peace of mind. This unique book guides you in running your temporary estate settlement enterprise. Includes guidance for paperwork, authentication and security, interacting with gatekeepers, shipping and receiving, titles, taxes. Because it's written by a lay person, from outside the financial industry, Estate Settlement is full of street-wise guidance and assessments. Author Bart Windrum settled the estate his parents left him. Topics include: how to interact with financial entities; forecasting in your own best interest; speeding the settlement process; managing all aspects of documents' outflow and inflow plus the document stash itself; resources needed to run your estate settlement business (which will last for roughly half a year in its busiest phase); clarification about asset types; getting your money from the various entities holding it; obtaining and disposing of personal property; scams and victimization; tax ramifications, the mail; paying yourself as trustee/executor; and what to do with your inheritance.

How to Efficiently Settle the Family Estate