RESOURCES FOR EXECUTORS AND ESTATES

Athenaeum | Curated Resources

  • All
  • Grieving
  • Legal and Accounting
  • Misc.
  • Organizing & Cleanout
  • Personal Property
  • Real Estate
All
  • All
  • Grieving
  • Legal and Accounting
  • Misc.
  • Organizing & Cleanout
  • Personal Property
  • Real Estate
Step-up Basis

What is Step-up Basis? via Massey and Company CPA

What is Step-Up Basis | 5-minute read Step up Basis  | Inherited Assets | Inheritance Taxes   Step Up in Basis at Death: Essential Guide ...
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American Bar Association Guidelines for Individual Executors & Trustees

Executor Guidelines | 5-minute read Real Property, Trust and Estate Law Section | Executors & Trustees | ABA ABA Guidelines for Individual Executors & Trustees ...
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Inheritance Stipulations Rockpoint Probate

The Top 10 Strangest Inheritance Stipulations via RockpointProbate.com

Inheritance is a strange passage in many people’s lives.  They are fortunate, one will assume, as receiving money and or property is a good thing ...
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Nevada Probate Reference

Nevada Probate and Estate Reference

Executor Guide | 3-minute read Nevada Probate and Estates | Executor Reference| Estate Resources Nevada Below are curated off-site estate resources and information for the ...
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IRS Publication 561: Determining Value of Donated Property

The Link: Publication 561 (02/2024), Determining the Value of Donated Property Source: The Internal Revenue Service Publication 561, per the page introduction, “is designed to ...
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Estate Talks: Understanding Probate Court – For Executors

Probate Court: The Basics of the Probate Process for Executors and Personal Representatives. Guest: Irvin G. Condon, Probate Judge, Charleston County Probate Court, Charleston, South ...
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Estate Cleanout

The Estate Cleanout Checklist

The Estate Cleanout checklist highlights many of the dynamics of what’s in play when undertaking a cleanout.  It can be one of the most difficult ...
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Find Life Insurance Policy

Find Life Insurance Policy Tool

If you cannot find a life insurance policy, there may be one last place to look. The National Association of Insurance Commissioners has a tool ...
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Estate Talks Podcast - Cathi Nelson - The Photo Managers

Estate Talks: Family Legacy: Photo Management

Photo Management | 5-minute read Estate Talks | Family Legacy | Legacy Management Main Link: Estate Talks Podcast: Family Legacy: Photo Management   Photos, slides, ...
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How to Manage or Donate Unused Medical Supplies

Unused Medical Supplies and Equipment: National Council on Aging Guide

Guide to Used Medical Supplies | 5-minute read Reuse of Medical Supplies | Disposal of Medical Supplies |  NCOA Adviser   What to do with… ...
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Pennsylvania Probate and Estate Reference

Executor Help | 3-minute read Pennsylvania Wills, Trusts, and Estates | Executor Guide | Best Estate Resources Pennsylvania Executor Guide: Pennsylvania Estate Resources Below are ...
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Estate Dispute Resolution

“The Magic of the Trust and Estate Mediation Process” California Lawyers Association – Trusts & Estates Section

Estate Mediation | 5-minute read Estate Disputes | Alternate Dispute Resolution |  California Lawyers Association   Estate Mediation can be an off-ramp from the Estate ...
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Who Gets Grandma’s Yellow Pie Plate?

Estate Liquidation | 5-minute read Personal Property | Estate Assets  | Estate Distribution Who gets Grandma’s Yellow Pie Plate? Estate property which does not have ...
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Estate Talks: Executor Tool: HelpTexts

Executor Grief | 4-minute read Estate Talks | Grief Support  | HelpTexts Main Link: Estate Talks Podcast: Grief Support: HelpTexts – A Service for the ...
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