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Essential information for executors or trustees for wills and trusts! Being appointed the task of carrying out the terms of a will or trust is daunting, especially if it's your first time. The good news is you won't have to figure it out alone. Certified Trust and Financial Advisor Douglas D. Wilson takes the worry out of the process and provides information on important responsibilities that must be performed after a loved one dies. This all-in-one guide includes information on: Filing a will in court Hiring a lawyer or doing it yourself Notifying beneficiaries Finding and managing the deceased's assets Paying outstanding debts or taxes You'll even find sample tax forms and step-by-step walk-throughs of what you'll need to know when overseeing asset distribution, terminating existing accounts, opening an estate bank account, and closing the estate. No matter your experience level, The Everything Executor and Trustee Book will be there to help you every step of the way!
A do-it-yourself manual for making your own living trust, with checklists, step-by-step procedures, worksheets, and forms.
Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.
Your loved one, or a professional may be your best option as your Successor (Trustee/Executor), but don't select anyone without reading this book first! Too many families are no longer on speaking terms because the chosen person did a poor job, or just did not fulfill the required fiduciary duties. "This little book saved our family from World War III, thank you!!" A. B., 86 years old. Ethics for Trustees 2.0 is for everyone who is getting their estate plan written, as every Trustor needs to select a Successor Trustee. This book is for everyone who serves as a Trustee of a Trust; experienced or inexperienced; Attorneys, Fiduciaries, CPA's, Family Members and Friends, etc., this book can help you better understand what is required to do the job well. Quotes and concepts have been drawn from personal experience based on serving as private professional trustees in California. This book is designed to stimulate discussion in our estate planning community, to emphasize the value of continuing education, and to encourage those who serve as a Fiduciary to do their best.
An essential guidebook for individuals who have been named as trustee of personal trusts for family members or friends. Written by an expert who has more than two decades experience working with families to create, administer, and benefit from trusts, this primer is a "go to" resource for anyone who has been named as a trustee. The text incorporates a worksheet throughout that can help a trustee organize information, thoughts and questions to best serve as trustee. Key concepts are distilled to their essential elements. The tone is encouraging and easy to read while maintaining a sense of the seriousness, and importance, of the trustee's role. Also helpful for anyone setting up a trust as part of an estate plan or who is already a trust beneficiary.
Best-selling author Charles Feltman updates his business classic, The Thin Book of Trust, with new resources and tools to build trust in the post-pandemic world. Feltman's phenomenal bestseller with almost 100,000 copies sold across two editions outlines in a very simple and quick way the art of building trust between people in organizations as a core essential workplace competency. The updated Thin Book of Trust offers a framework that supports trust building as a workplace competency. It is based on the idea that building trust is a competency, a set of skills that can be learned, improved, and practiced. It will help you continuously improve your ability to build and maintain trust with others. It can also help you create and contribute to a high-trust culture at work. The third edition includes a new study guide and a new resource download page. Charles Feltman says: "Whether you lead others, contribute individually, or serve as a coach, consultant, facilitator, HR or OD professional, your ability to generate and sustain strong trust is critical to the success and well-being of your enterprise. It is my hope this new edition serves you well in becoming an exceptional trust-builder."
This is a book for anyone who wants to be a more effective leader or manager by building trust with others.
WINNER OF THE NATIONAL BOOK AWARD FOR FICTION NATIONAL BESTSELLER “Electrifying” (People) • “Masterly” (The Guardian) • “Dramatic and memorable” (The New Yorker) • “Magic” (TIME) • “Ingenious” (The Financial Times) • "A gonzo literary performance” (Entertainment Weekly) • “Rare and splendid” (The Boston Globe) • “Remarkable” (USA Today) • “Delicious” (The New York Times) • “Book groups, meet your next selection" (NPR) In an American suburb in the early 1980s, students at a highly competitive performing arts high school struggle and thrive in a rarified bubble, ambitiously pursuing music, movement, Shakespeare, and, particularly, their acting classes. When within this striving “Brotherhood of the Arts,” two freshmen, David and Sarah, fall headlong into love, their passion does not go unnoticed—or untoyed with—by anyone, especially not by their charismatic acting teacher, Mr. Kingsley. The outside world of family life and economic status, of academic pressure and of their future adult lives, fails to penetrate this school’s walls—until it does, in a shocking spiral of events that catapults the action forward in time and flips the premise upside-down. What the reader believes to have happened to David and Sarah and their friends is not entirely true—though it’s not false, either. It takes until the book’s stunning coda for the final piece of the puzzle to fall into place—revealing truths that will resonate long after the final sentence. As captivating and tender as it is surprising, Susan Choi's Trust Exercise will incite heated conversations about fiction and truth, and about friendships and loyalties, and will leave readers with wiser understandings of the true capacities of adolescents and of the powers and responsibilities of adults.
An expert guide to resolving coworker conflicts and healing hurt feelings and resentments, to create a more productive—and pleasant—environment. Are you feeling less engaged, less committed, and more skeptical at work? Do you find yourself isolated? Or are you caught in the middle of co-workers’ interpersonal conflicts? If so, you may be experiencing the symptoms of broken trust in workplace relationships. Small but hurtful situations accumulate over time into the confidence-busting, commitment-breaking, energy-draining patterns consistent with broken trust. Everyone has experienced gossiping, missed deadlines, someone taking credit for other people’s work, or “little white lies.” You may have been hurt. You may have realized that you inadvertently let others down. Or you may be wondering how to help others reeling from broken trust. No matter your vantage point, this new book from two award-winning authors and consultants to top-tier organizations offers a proven seven-step process to heal pain and rebuild trust. This compassionate, practical approach helps you reframe the experience, take responsibility, forgive, let go, and move on. You can feel motivated to go to work again—and safe to be more fully who you are, giving your organization your best thinking, highest intention, risk-taking, and creativity. And in a place of self-discovery, self-trust, and authenticity, you can connect more fully with others in your personal life as well. While there have been many books on recovering from betrayal in personal relationships, this is the first to focus specifically on the workplace—and the first to give equal weight to what to do when you have hurt others. “Rebuilding trust is a job you cannot ignore if you want a thriving workplace. Don’t miss this book.” —John Kador, author of Effective Apology