Search for: "Use of Name of Retired or Deceased Partner"
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24 Jun 2024, 4:29 am
Only a spouse or common law partner can be named as a successor holder of a TFSA. [read post]
8 Feb 2024, 10:00 am
This is true whether the deceased individual was the breadwinner or the homemaker. [read post]
8 Feb 2024, 10:00 am
This is true whether the deceased individual was the breadwinner or the homemaker. [read post]
18 Dec 2023, 9:05 pm
The rest work mostly as senior counsel in an AmLaw 100 firm, started their own law firms, or are retired or deceased. [read post]
7 Oct 2023, 3:06 pm
Some people might be named in the will and require inheritance notifications. [read post]
17 Aug 2023, 6:30 am
Alayne Bertolino did not notify the retirement system of her father’s death and sent a change of address form in his name. [read post]
17 Aug 2023, 6:30 am
Alayne Bertolino did not notify the retirement system of her father’s death and sent a change of address form in his name. [read post]
14 Aug 2023, 12:09 pm
If you heard about the law office on the Internet, what search terms did you use? [read post]
25 Jul 2023, 6:00 am
We will continue to partner with law enforcement from across the country to protect the New York State Retirement System. [read post]
25 Jul 2023, 6:00 am
We will continue to partner with law enforcement from across the country to protect the New York State Retirement System. [read post]
18 Aug 2022, 7:52 am
” If Robert decided not to live in the property, the $500,000 fund would be used for his living expenses, including the cost of retirement home care. [read post]
16 Aug 2022, 11:08 am
Typically, the surviving spouse or a registered domestic partner will be the first choice, followed by adult children, parents, and siblings. [read post]
13 Jul 2022, 10:05 am
By working with a specialized attorney, you can understand your rights and how to use them to protect yourself. [read post]
10 May 2022, 12:21 pm
These non-probate assets typically include retirement accounts with a valid beneficiary designation, life insurance payouts to a named beneficiary, assets with a payable on death or transfer on death designation, and assets held with another as a joint tenant with the right of survivorship. [read post]
3 May 2022, 12:06 pm
If copies of federal taxes are needed, use Form 4506-T and 56.[41] The executor should obtain a copy of the decedent’s credit report from Equifax, Experian, and TransUnion and review for open accounts.[42] The executor may use online services to help locate life insurance policies[43], pensions[44], and retirement accounts.[45] The executor must locate the mailing addresses for heirs and beneficiaries. [read post]
7 Mar 2022, 4:05 am
To learn more about trusts – and estate planning in general, including which type of plan best fits your needs – contact us today. [read post]
6 Feb 2022, 2:47 am
To learn more about trusts – and estate planning in general, including which type of plan best fits your needs – contact us today. [read post]
11 Jan 2022, 10:07 am
A firm name that includes the surname of a deceased or retired principal is, strictly speaking, a trade name. [read post]
16 Sep 2021, 1:54 am
Similarly, if your retirement account does not have a named beneficiary, that account may also end up going through probate, which may cause unintended income tax consequences and distribution according to the default rules of the account agreement. [read post]
15 Aug 2021, 1:58 am
Name Your Partner as the Beneficiary of a Retirement Account or Life Insurance Policy Most retirement accounts and life insurance policies have beneficiary designation forms that allow you to dictate who will receive your retirement account balance or the death benefit when you die. [read post]
