Search for: "5 Alive Trust"
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21 Feb 2017, 10:00 am
In the late 1980s, Tyler sold the company for $60 million with a stock payout of $5 million. [read post]
19 Feb 2017, 4:02 pm
Change your beneficiary under your own life insurance, whether whole life insurance or term insurance.5) Contact your human resources person and change the beneficiary on life insurance, pension, stock options or other employee benefits. [read post]
19 Feb 2017, 4:00 pm
Also, ascertain if your Will is “self-proving”, which would dispense with having to find the Will’s witnesses after death.OTHER DOCUMENTS TO BE PREPARED BY YOUR ATTORNEY-Power of Attorney- to allow a trusted person to administer your assets during your lifetime, either upon disability or now-Living Wills- to state your wishes concerning medical care in the event of your serious illness-Trusts (and Medicaid Trusts)CONCLUSION… [read post]
19 Feb 2017, 3:55 pm
Also, ascertain if your Will is “self-proving”, which would dispense with having to find the Will’s witnesses after death.OTHER DOCUMENTS TO BE PREPARED BY YOUR ATTORNEY-Power of Attorney- to allow a trusted person to administer your assets during your lifetime, either upon disability or now-Living Wills- to state your wishes concerning medical care in the event of your serious illness-Trusts (and Medicaid Trusts)CONCLUSION… [read post]
19 Feb 2017, 3:51 pm
Also, ascertain if your Will is “self-proving”, which would dispense with having to find the Will’s witnesses after death.OTHER DOCUMENTS TO BE PREPARED BY YOUR ATTORNEY-Power of Attorney- to allow a trusted person to administer your assets during your lifetime, either upon disability or now-Living Wills- to state your wishes concerning medical care in the event of your serious illness-Trusts (and Medicaid Trusts)CONCLUSION… [read post]
19 Feb 2017, 3:49 pm
Also, ascertain if your Will is “self-proving”, which would dispense with having to find the Will’s witnesses after death.OTHER DOCUMENTS TO BE PREPARED BY YOUR ATTORNEY-Power of Attorney- to allow a trusted person to administer your assets during your lifetime, either upon disability or now-Living Wills- to state your wishes concerning medical care in the event of your serious illness-Trusts (and Medicaid Trusts)CONCLUSION… [read post]
19 Feb 2017, 3:47 pm
Also, ascertain if your Will is “self-proving”, which would dispense with having to find the Will’s witnesses after death.OTHER DOCUMENTS TO BE PREPARED BY YOUR ATTORNEY-Power of Attorney- to allow a trusted person to administer your assets during your lifetime, either upon disability or now-Living Wills- to state your wishes concerning medical care in the event of your serious illness-Trusts (and Medicaid Trusts)CONCLUSION… [read post]
19 Feb 2017, 3:47 pm
Also, ascertain if your Will is “self-proving”, which would dispense with having to find the Will’s witnesses after death.OTHER DOCUMENTS TO BE PREPARED BY YOUR ATTORNEY-Power of Attorney- to allow a trusted person to administer your assets during your lifetime, either upon disability or now-Living Wills- to state your wishes concerning medical care in the event of your serious illness-Trusts (and Medicaid Trusts)CONCLUSION… [read post]
19 Feb 2017, 3:47 pm
Also, ascertain if your Will is “self-proving”, which would dispense with having to find the Will’s witnesses after death.OTHER DOCUMENTS TO BE PREPARED BY YOUR ATTORNEY-Power of Attorney- to allow a trusted person to administer your assets during your lifetime, either upon disability or now-Living Wills- to state your wishes concerning medical care in the event of your serious illness-Trusts (and Medicaid Trusts)CONCLUSION… [read post]
19 Feb 2017, 3:46 pm
Also, ascertain if your Will is “self-proving”, which would dispense with having to find the Will’s witnesses after death.OTHER DOCUMENTS TO BE PREPARED BY YOUR ATTORNEY-Power of Attorney- to allow a trusted person to administer your assets during your lifetime, either upon disability or now-Living Wills- to state your wishes concerning medical care in the event of your serious illness-Trusts (and Medicaid Trusts)CONCLUSION… [read post]
19 Feb 2017, 3:45 pm
Also, ascertain if your Will is “self-proving”, which would dispense with having to find the Will’s witnesses after death.OTHER DOCUMENTS TO BE PREPARED BY YOUR ATTORNEY-Power of Attorney- to allow a trusted person to administer your assets during your lifetime, either upon disability or now-Living Wills- to state your wishes concerning medical care in the event of your serious illness-Trusts (and Medicaid Trusts)CONCLUSION… [read post]
30 Jan 2017, 4:44 pm
We do not do Tax Planning or Medicaid Planning.WILLS:T 1- Parents with minor children and trust for children ____________T 2- Parents no spouse ____________T 3- Unmarried ____________T 4- Parents without trust ____________T 5- Unified Credit Trust over $1 million? [read post]
26 Jan 2017, 8:27 am
Example: Let’s say Dad bought stock in ABC Co. for $5 per share over the years. [read post]
26 Jan 2017, 8:27 am
Example: Let’s say Dad bought stock in ABC Co. for $5 per share over the years. [read post]
27 Dec 2016, 6:17 am
Also, ascertain if your Will is “self-proving”, which would dispense with having to find the Will’s witnesses after death.OTHER DOCUMENTS TO BE PREPARED BY YOUR ATTORNEY-Power of Attorney- to allow a trusted person to administer your assets during your lifetime, either upon disability or now-Living Wills- to state your wishes concerning medical care in the event of your serious illness-Trusts (and Medicaid Trusts)CONCLUSIONPlanning… [read post]
26 Dec 2016, 1:30 pm
This person should be one in whom you have trust and confidence. [read post]
26 Dec 2016, 12:42 pm
CSI Liquidating Trust, 205 N.J. [read post]
2 Dec 2016, 10:00 am
Trusts. [read post]
20 Nov 2016, 7:14 pm
Although the surviving parent obviously has first right of custody of children, they may not even want custody.CONCLUSIONPlanning can only be done if someone is competent and/or alive. [read post]
27 Oct 2016, 7:37 am
While alive, you will likely be the trustee. [read post]