Category Archives: Estates & Trusts

Estate Planning: A Plain English Guide to Wills and Trusts

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 14.15 MB

Downloadable formats: PDF

Include life insurance to provide for your family at your death, disability income insurance to replace your income if you cannot work due to illness or injury, and long-term care insurance to help pay for your care in case of an extended illness or injury. The American Association of Trusts, Estates and Elder Law Attorneys (AATEELA) is an invitation-only, professional association of estate planning and elder law attorneys from across the United States. Our work with private businesses requires experience and sensitivity to the personal issues and needs of the various family members, as well as considerable experience in business and tax planning.
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Equity and Trusts. by John Duddington (Law Express Questions

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 10.56 MB

Downloadable formats: PDF

The author discusses the need to address multi-generational possibilities with any client whose estate plan involves the creation of an irrevocable trust, and the issues to be addressed in the conversation with the client. We advise our clients on various trustee, investment advisor and family advisor structures to ensure that the best qualified persons are assigned the various roles involved in trust administration.
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6 Hour Guide to Protecting Your Assets: How to Protect Your

Format: Print Length

Language: English

Format: PDF / Kindle / ePub

Size: 12.08 MB

Downloadable formats: PDF

You gave your spouse an interest in property that will be ended by some future event. Successor Personal Representative and/or Trustee. The author points out that these problems may exist in straight-forward estate plans as well as sophisticated estate plans. Kenny is also a Certified Financial Planner, focusing exclusively on the estate-planning and tax aspects of the financial planning process. Do we need a Living Trust so that our assets avoid probate, or does a Will suffice?
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Abstracts Of Inquisitiones Post Mortem Relating To The City

Format: Hardcover

Language: English

Format: PDF / Kindle / ePub

Size: 11.98 MB

Downloadable formats: PDF

Has the lawyer worked on other cases similar to yours? We advise executors and trustees on implementing wills and trusts, probate procedures, preparing tax returns, valuation of assets and rendering estate and trust accountings. At Wilk Auslander, we provide a high level of service and individualized attention to assure that our clients' unique and personal goals are met. Our wealth advisor helped us work through all kinds of details with our attorney—from settling the estate to establishing trust funds for our children.
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Complete Estate Planning Guide

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 13.06 MB

Downloadable formats: PDF

At its best, it’s a holistic solution to help provide for your loved ones. In order for a trust to be effective, you'll have to do your homework and retitle assets to the name of your trust. Advance planning can help achieve peace of mind and avoid catastrophes. These are the hallmarks of Bressler’s Estate Planning and Administration practice. Click this link to review the updated Medicaid numbers. Husband and wife plan their estates together.
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Nigerian Law of Succession: Principles, Cases, Statutes and

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 12.00 MB

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Your estate is what you leave after you pass away. Our estate planning capabilities emphasize all areas of personal succession, business succession, insurance and asset protection planning. Because a trust is recognized as a separate legal entity, distributions can be made by a Trustee to named beneficiaries without any involvement from the courts. Whether never married, divorced or widowed, singles need to pay just as much attention to their estate planning as married folks.
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California Wills and Trusts: Forms Volume 2

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 12.30 MB

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Form Wills pose problems as well and can be disputed by the beneficiaries based on technical issues or wording interpretation. This could be useful if you wish to treat your children differently, or if you are in a second marriage and wish to provide for your spouse while also preserving the assets for your children from a previous marriage. Free consultations are always provided over the phone or at our office which is located on 85 Broad Street 18th Floor, New York, NY 10004.
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The Advisor's Guide to Life Insurance

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 5.25 MB

Downloadable formats: PDF

At Hopler, Wilms, & Hanna, we have found most people have certain estate planning needs. The sooner you begin drafting this important legal document, the better your chances become of creating a clear and straightforward will that cannot be disputed in any way. There are some estate planning situations in which you may want to protect a family member's potential inheritance from his or her creditors. Question 5: Is there real estate involved for the remaining assets?
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Snell's Equity

Format: Paperback

Language: English

Format: PDF / Kindle / ePub

Size: 8.12 MB

Downloadable formats: PDF

I know that my disabled sons are protected and taken care of now.” "I felt your people are very professional and thorough. Would your family know where to find your financial records, titles, and insurance policies if something happened to you? Trusts & Estates Law Section Annual Meeting Program - January 25, 2017 Click the City above for additional details or to register online. Many young people, in fact, have enough assets or debts to warrant thoughtful planning that keeps the burden of decision-making off of their loved ones' shoulders should they be incapacitated or unexpectedly pass away.
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The Survivor's Guide: What You Need to Know and What You

Format: Print Length

Language: English

Format: PDF / Kindle / ePub

Size: 10.35 MB

Downloadable formats: PDF

C., law office in Golden offers experienced personal attention to your legal issues. Is Your Estate Plan as Out-of-Date as the Eight-Track Tape? You can find out more about our philosophy and approach by clicking on the About Us link. A power of attorney for health care or health care proxy allows the principal to appoint someone else to make health care decisions on his or her behalf if the principal is not able to make these decisions.
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