MILTON BERRY SCOTT
A Professional Corporation
Attorney at LawCalifornia
SolicitorEngland & Wales
1700 North Broadway, Suite 360
Walnut Creek, California 94596-4138
(925) 945-1480
Fax: (925) 945-8360
www.mbscott.com
This material is for information purposes only. The writer and publisher assume no legal responsibility for any use or misuse of the information
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What to Do When Someone Dies, now available for purchase, is a guide covering the basic concerns that people face when someone dies. Included are separate sections on immediate practical concerns, legal concerns, financial concerns, and tax concerns. 
IMMEDIATE PRACTICAL CONCERNS
When Someone is Dying
Anatomical Gifts
Autopsy
Choosing a Funeral Home or Mortuary
Funeral Arrangements
Burial or Cremation Arrangements
Death Certificate
Obituary
Finding the Will
LEGAL CONCERNS
Getting an Attorney
Listing Assets
Personal Items and Pets
Probate
Transferring Assets
If the Decedent had a Trust
If the Decedent Was a Trustee, Executor, or Fiduciary
Wrongful Death Action
FINANCIAL CONCERNS
Paying the Bills
Continuing Business After Death
Valuing Assets
Casualty Insurance for Assets
Safe Deposit Box
Medical Insurance
Social Security
Retirement and Annuity Benefits
Credit Cards, Unpaid Salary, and Uncashed Travelers Checks
Lump Sum Pension, Profit Sharing, IRA, and other Benefits
Workman's Compensation Benefits
Life Insurance
TAX CONCERNS
Final Income Tax Returns
Gift Tax Returns
Federal Estate Tax Returns
United State Federal Estate Tax Rates
State Inheritance and Estate Tax Returns
What to Do When Someone Dies is not an exhaustive do-it-yourself book. Instead, it is an overview of the concerns that typically arise when people die. Having a rough idea of these issues will aid you in dealing with an attorney, accountant, or other professional when someone dies.
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Probate in California attempts to steer a middle course in between the sort of do-it-yourself probate books that you might see in a bookstore, but which offer little practical advice and the highly technical legal volumes that will make sense only to probate attorneys. Instead, it offers practical advice on the steps involved in a California probate. It is not a do-it-yourself book, but rather a guide which should be especially useful to law students, paralegal students, and anyone who is the executor or administrator of a probate estate in California.
Why Probate?
Immediate Considerations at Death
Transferring Assets
Starting Probate
Initial Responsibility after Appointment
Payment of Debts
Investment of Estate Funds
Sale or Lease of Estate Assets
Independent Administration of Estates Act
Taxes
Protecting the Family
Special Situations
Concluding the Estate
Final Matters
Probate in California is now available.
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Estate Planning for California Residents
Estate Planning for California Residents, first published in 1985, is now in its third edition (2004). Published by CCH (formerlyCommerce Clearing House) and running 224 pages, it is an overview of California estate planning and includes the following chapters:
Estate Planning
Title to Assets
Property Ownership by Husband and Wife
Incapacity
Wills and Intestate Succession
Probate
Federal Estate Tax
Gifts
Charitable Giving
Trusts
Business Assets
Life Insurance, Annuities, and Employee Benefits
Miscellaneous Assets
Summary of Estate Planning
Estate Planning for California Residents is not a do-it-yourself book, but rather a guide to assist you in dealing with an estate planning professional. Copies can be obtained from from CCH at 1-800-248-3248.
© Milton Berry Scott, 1996-2005
Revised 5/18/05
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