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Tables of Contents for How to Settle an Estate
Chapter/Section Title
Page #
Page Count
Preface
ix
Introduction
1
3
The Personal Representative: A Job Description
4
7
The Selection Process
11
9
What an Executor must know About the Psychological Aspects of Death and Dying
20
5
How and When to Use Other Members of the Estate Team
25
14
Avoiding Fiduciary Liability
39
10
Pre-death Planning Techniques
49
9
Getting Organized
58
10
The Formal Appointment: Probating the Estate
68
10
Disclaimers
78
5
After Probate
83
11
Tangible Personal Property
94
4
Retirement Plans and Other Government and Fringe Benefits
98
12
Life Insurance
110
5
Cash, Bank Accounts, and Listed Securities
115
9
Real Estate
124
6
Investing Estate Assets
130
4
Handling a Family Business
134
8
Jointly Owned Property
142
3
Trusts and Guardianships
145
7
Debts and Expenses
152
3
State Death Taxes
155
10
The Federal Estate-Tax Return
165
48
Gift-Tax Returns
213
4
Estate's Income-Tax Return
217
3
Decedent's Final Income-Tax Return
220
4
Tax Elections
224
20
Valuation of Assets
244
11
Charitable Bequests
255
5
Anatomical Gifts
260
3
Distribution
263
9
The Duties of a Trustee
272
57
Appendix
Executor's Checklist
283
11
Power of Attorney
294
9
Living Will
303
2
Inventory After Probate
305
2
Executor's Letter and Information Form
307
3
Checklist to Avoid Federal Estate-Tax Audit
310
5
Federal Estate-Tax Asset/Deduction Finder
315
2
Approval of Account, Release and Indemnification
317
2
Statement Regarding Anatomical Gifts
319
3
Trustee's Checklist
322
3
Trust Receipt and Release
325
1
IRS Forms That May Be Useful
326
3
Glossary
329
17
Index
346