Ebook Download The Settlement Game: How to Settle an Estate Peacefully and Fairly
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The Settlement Game: How to Settle an Estate Peacefully and Fairly
Ebook Download The Settlement Game: How to Settle an Estate Peacefully and Fairly
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From the Publisher
As Benjamin Franklin once observed, nothing is certain--except death and taxes. The inevitability of death may hardly be a pleasant subject to contemplate--especially the death of a parent or other loved one--but by the same token, one always needs to prepare for the inevitable, because it's a lack of preparation that often causes the worst problems. But how do you prepare for something you've never had to deal with before? Often the best thing to do in such cases is to get advice from someone with personal experience. In the best of all worlds, this advice would come from someone who not only had dealt with the situation before but who had also thought it through systematically and whose ideas had been tested successfully by others. That's just the kind of advice Angie Epting Morris provides in her compact, enlightening new book, The Settlement Game: How to Settle an Estate Peacefully and Fairly. Morris's is the kind of obviously useful book that will make you wonder why no one had thought to write it before. It deals, in a practical and straightforward manner, with all the major issues one is likely to confront in dividing an estate, including what to do about unredeemed life insurance policies and other loose ends associated with the deceased. The main problem the book addresses, however, is how to divide an estate equitably. That may sound easy, but in fact very few people know how to do it. Because of this, an event that should be dedicated to remembering good times and paying honor to the deceased often becomes a time of strife and divisiveness, resulting in bad feelings that can sometimes last a lifetime. Angie Epting Morris and her siblings--inspired by the advice of their father, who as an attorney had dealt with many settlements--developed a straightforward and fair method for dividing their parents' estate that has come to be known as "The Settlement Game." Morris shared her ideas informally with many people over the years and was eventually prevailed upon to set those ideas down in writing. Now, The Settlement Game is available for everyone and has the potential not only to avert headaches and heartbreaks but also to turn one of life's most trying moments into a celebration of strong relationships and "all our yesterdays." One strength of The Settlement Game is its use of specific examples, particularly to illustrate how even the best intentions can have negative unforeseen consequences. By following the simple "rules of the game" one can easily avoid such problems. Morris also addresses how conflicts arise among those with very different personality styles. Guided by the work of noted psychologist Dr. Robert Rohm, Morris analyzes four different basic personality types so that readers can assess the people they are dealing with and take appropriate steps to avoid unnecessary conflict. Morris highlights this crucial issue: "Over the years I have often been asked what I believe causes conflicts more than anything else. I am now convinced that personality differences are the primary cause of conflict during an estate settlement. Without understanding these differences, the process of keeping the peace and avoiding conflict will be much more difficult." In an appendix, Morris provides templates of forms that will be very useful for "playing the game" properly. These include an appraisal sheet, an interest list, a distribution sheet, a tally sheet, and a household account and bill record. Readers can photocopy the sheets directly from the book. The Settlement Game is truly a practical and an invaluable resource for those who are dealing with one of life's most difficult yet inevitable moments.
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About the Author
Angie Epting Morris graduated from the University of Georgia in 1968 with a BS degree in geography and majored in cartography. This led to employment as a professional cartographer for the Department of Agriculture in Washington, D.C., in 1969. After marrying in 1972, she made her home in Evans, Georgia, outside of Augusta, and raised two sons. Angie taught high school English and geography for three years before opening a retail travel agency in Augusta. She also eventually opened a state accredited travel school to train travel industry personnel, which she operated simultaneously with the agency. These experiences added to her qualification as a teacher. She has become recognized as an expert on how to settle an estate peacefully and fairly.
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Product details
Paperback: 144 pages
Publisher: Voyages Press, Inc. (January 1, 2006)
Language: English
ISBN-10: 0976993422
ISBN-13: 978-0976993421
Product Dimensions:
5.4 x 0.4 x 8.5 inches
Shipping Weight: 7.2 ounces
Average Customer Review:
3.9 out of 5 stars
18 customer reviews
Amazon Best Sellers Rank:
#1,495,677 in Books (See Top 100 in Books)
The basic premise of the Settlement Game is: Divide an estate with an eye to keeping family relationships intact. The "game" is to have an appraiser value items, then have the direct family (inheritors) decide what they would like.Write everything down. Based on the value provided by the appraiser, the family members then get the value difference from the estate ( except for the one who took the most). Any items which someone feels belongs to them, can be written down and if no one else wants the item, this can be taken out of the estate. There is a 1-2 page explanation of difference personality types and how they can behave when the division is being done. The author also talks about paying petty cash and settling the bills before anything gets paid out of the estate ( again, seems pretty basic).The author spends far too much time "deifying" her father's idea. Which in premise is so simple that most people should be able to do this without this book. She also goes into excessive detail in the back of the book about unrelated topics ( segregation) that relate to her father.I would not recommend this book unless: you were really stuck about having any ideas at all about dividing an estate, you wanted a very simple guide and you did not have internet access. I think a quick look online would give you better guidance.This book would have been much better as an article. I liked the title even though I didn't like the book.
After mother's death, my brother and sisters looked to me to begin the estatesettlement process. The Settlement Game: How to Settle an Estate Peacefully and Fairly has been like a life line to a drowning victim. Anyone can settle an estate, but to do so peacefully and fairly, is another matter. After reading the introduction, Ipurchased copies for myself and my siblings. Our home is like returning to another era with beautiful antique furniture, dishes, and many of our old toys. This book outlines a system for distributing these items fairly and peacefully. I particularly liked the spiritual side that the author weaved into the beginning of the book. Iwould recommend this book to anyone who is faced with settling an estate andwants to make sure the process is done fairly and that family relationships remainunharmed.
I am in the middle of trying to settle a modest estate with lots of valuable stuff, house, cars and seven siblings from two marriages. The author does a good job of approaching the subject but doesn't follow through on some items in depth such has how to apply personality types. I found her idea's were very helpful in guiding my plans. You can tell there is considerable reverence for her parents. This would be a great book to give to beneficiaries prior to the division of items to help communicate the process. Not enough depth for executors.
I ordered this book along with Who Gets Grandma's Yellow Pie Plate? and Sell, Keep, or Toss?: How to Downsize a Home, Settle an Estate, and Appraise Personal Property. The other two books were far superior in working through the dynamics of settling an estate. They addressed several options that will help my family settle our parents' estate fairly plus dispose of unwanted items quickly and at the best price. The first book helps work through the feelings of heirs to reduce conflict and suggests several ways to distribute personal property. The second book discusses various strategies for organizing and disposing of all property including the unwanted stuff. "The Settlement Game" was repetitive, had only one option for distributing property to heirs, and seemed to be written mostly as a tribute to the author's father. It was pretty much a waste of my money.....
I was appointed executor of my father's estate after he died. It was an incredible challenge. This book was helpful in so many ways. I used it a great deal to help me through a very difficult time.
Very helpful if you know nothing about this subject and plan to settle an estate. Lawyers are not always needed and are expensive.
Common sense preparations for those who need to deal with stressful times in settling estates--mine and other family members. Also prompts those who have not made their own arrangements, to do so now.
Good price and delivered in a timely manner. A helpful and important read, too.
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