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Estate & Trust Administration For Dummies Extras

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Benefits of Setting Up a Trust

Trusts are an important part of your estate plan when you want to leave money to your minor children. Trusts ensure that money, managed by a trustee, is set aside and made available to them when they reach [more…]

Calculating the Value of Everything You Own for Estate Planning

Before you can plan how to distribute your assets after your death, you need to understand what your estate is. In the most casual sense, your estate is your stuff or all your possessions. In addition [more…]

Estate & Trust Administration For Dummies Cheat Sheet

As the fiduciary of an estate or trust, you have many duties, beginning immediately upon the decedent’s (deceased person’s) passing. You’re also guaranteed to become intimately familiar with a host of [more…]

Eight Transfer and Income Tax Provisions in the "Fiscal Cliff Act"

The American Taxpayer Relief Act of 2012 (the Act), fondly known as the "Fiscal Cliff Act," contains a number of provisions affecting estates and trusts. It makes permanent a number of expiring tax provisions [more…]

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