How to Settle an Estate - 3rd Edition by Charles K Plotnick & Stephen R Leimberg (Paperback)

About the Book

Thoroughly revised and updated to reflect the latest tax codes, this third edition guides readers step by step through the process of settling an estate.

Book Synopsis

The most complete and up-to-date estate-planning guide available

Thoroughly revised and updated to reflect the latest tax codes, the third edition of How to Settle an Estate is the essential step-by-step guide to lead readers through the complex and daunting process of settling an estate. In clear and practical lay terms, authors Charles K. Plotnick, L.L.B., and Stephan R. Leimberg, J.D., both experts in estate planning, provide readers with invaluable advice, including:

- How to raise cash for immediate estate expenses
- Dealing with insurance claims
- Knowing when to hire a lawyer, an accountant, and a stock broker
- Managing real estate
- Distributing assets
And much more...

Review Quotes

"A clearly-written guide for someone who just found out that he or she is executor or trustee of an estate. Factors to consider, questions to ask and checklists to consult may all add up to the authors' laudable goal of 'less billable hours with your attorney.'"--The Dallas Morning News

"Attorneys Plotnick and Leimberg have substantially updated their clear, comprehensive manual for executors and trustees of an estate... The new edition shines in its use of sample documents and checklists. It also addresses the psychological aspects of death and of being an executor... An excellent and handy book."--Library Journal

About the Author

Charles K. Plotnick, L.L.B., is an attorney in Pennsylvania and specializes in estate planning. He is professor of estate planning at Temple University in Philadelphia.

Stephan R. Leimberg, J.D., is CEO of Leimberg Information Services, Inc., a provider of tax law commentary.