Fiduciary Publishing EXECUTOR & TRUSTEE SURVIVAL GUIDE
– by Douglas D. Wilson, CFP, CTFA
For Executors, Trustees and Professional Advisors:
- An invaluable reference book that describes in detail how to settle an estate and manage a trust.
- Available NOW. See Ordering your copy to view and print a 3-color brochure that contains the order form.
- Honolulu Star Bulletin item by Erika Engle – Sunday, November 4, 2001 ‘For the fiduciarily impaired’
- Honolulu Advertiser – Sunday, October 20, 2002 – 2002 Ka Palapala Po’okela Awards presented by the Hawai’i Book Publishers Association: this book received ‘honorable mention’ in the category of Excellence in Text or Reference Books
Most people are honored to learn that a parent, aunt, uncle or grandparent has named them the executor or trustee of their estate. Sooner or later, though, they discover that they haven’t a clue what to do. Perhaps the real eye-opener for them is the realization that they may be liable for their actions in this role. Executor & Trustee Survival Guide describes the basics of estate and trust administration and provides information on how to:
- Settle an estate and manage a trust
- Limit your liability
- Meet legal deadlines
- Manage the estate property
- Maintain proper accounting records
- Comply with reporting requirements
- Handle discretionary distributions
- Decide when to hire an attorney, accountant or other professional
This book is written for individual and professional use and includes illustrations, forms and checklists.
If you need further assistance, please visit http://www.trusteeconsulting.com/
Mail orders. Form located at www.fiduciarypublishing.com
Location: Hawaii, USA
Website: http://www.fiduciarypublishing.com/
