Beneficiary Guide for Everyone
eBook - ePub

Beneficiary Guide for Everyone

How to Receive What's Yours from Estates, Trusts, and More

  1. 216 pages
  2. English
  3. ePUB (mobile friendly)
  4. Available on iOS & Android
eBook - ePub

Beneficiary Guide for Everyone

How to Receive What's Yours from Estates, Trusts, and More

About this book

Learn how to protect your rights, avoid delay or fraud, and ensure what is yours ends up in the right place. 

TThe primary reason people take the time to write a will or create a trust is not for their own sake. It is to be sure that the legal process for their beneficiaries is simple, quick, and fair. The goal is to reflect not just their wishes but also to be mindful of the expectations and needs of those left behind.

Beneficiary Guide for Everyone is a step-by-step handbook on how to make and execute these decisions to get the maximum benefit. The first part covers the perspective of the planner: choosing how to leave your assets to your chosen beneficiaries, while simplifying complicated legal options, definitions, and concepts. The next covers how beneficiaries should approach the process so that assets are distributed with minimum delays and complications.

Using clear language and avoiding legalese, author and lawyer Ronald Farrington Sharp simplifies complex topics. Chapters are supplemented with Q&A features to answer some common questions friends and clients have posed to him––and to which readers are likely to also need answers.

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Yes, you can access Beneficiary Guide for Everyone by Ronald Farrington Sharp in PDF and/or ePUB format, as well as other popular books in Law & Finance. We have over one million books available in our catalogue for you to explore.

Information

Publisher
Allworth
Year
2025
eBook ISBN
9781621538080
Topic
Law
Subtopic
Finance
Index
Law

Table of contents

  1. Front Cover
  2. Title Page
  3. Copyright Page
  4. Contents
  5. Introduction
  6. Chapter 1: Stages of Planning
  7. Chapter 2: Revocable and Irrevocable Beneficiaries
  8. Chapter 3: If You Are the Grantor
  9. Chapter 4: Powers of Attorney
  10. Chapter 5: Trustees and Trust Directors
  11. Chapter 6: Fairness in Naming Heirs
  12. Chapter 7: The Family Cottage: Solutions to Joint Ownership Problems
  13. Chapter 8: Trusting Your Trustee
  14. Chapter 9: Ignoring the Wishes of the Deceased
  15. Chapter 10: The Family Business
  16. Chapter 11: Special Needs Trusts
  17. Chapter 12: Ladybird Deeds
  18. Chapter 13: Gifting
  19. Chapter 14: Estate Planning Using Beneficiary Designations
  20. Chapter 15: Should You Write Your Own Will or Trust?
  21. Chapter 16: How to Guarantee that Your Estate Is Probated
  22. Chapter 17: Will Contests
  23. Chapter 18: Legal Rights of Beneficiaries: Knowledge Is Power
  24. Chapter 19: Estate Planning from the Heart: Distributing a Legacy in a Heartfelt Way
  25. Chapter 20: Equal Division May Not Be Fair
  26. Chapter 21: Beneficiary Designations for Trusts and Wills
  27. Chapter 22: The Stuff, and How to Get Rid of It
  28. Chapter 23: Do You Really Want to Be the Trustee?
  29. Chapter 24: Burials and Funerals: What Is the Process?
  30. Chapter 25: Now You Are a Beneficiary
  31. Chapter 26: The Reading of the Will Ceremony
  32. Chapter 27: Unfair, Weird, Unlawful, or Impossible Will Instructions
  33. Chapter 28: Pet Trusts
  34. Chapter 29: Preserving and Accessing Digital Assets
  35. Chapter 30: Settling the Estate
  36. Appendix
  37. Glossary
  38. Index