Search for: "Estate of Bank"
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6 Apr 2010, 12:51 pm
Talk with your estate planning attorney so she can give you proper, personalized, advice and counseling about the best ways to hold title to your property (your home, bank accounts, etc.) to accomplish your wishes. [read post]
24 Jun 2012, 8:43 am
The U.S. taxes income and estates on the basis of worldwide assets. [read post]
15 Nov 2015, 6:18 pm
If you have assets such as bank accounts in joint names, or bank accounts payable upon death, these go directly to the beneficiary. [read post]
14 Jul 2015, 8:27 am
The husband's children argued that, because the Bank had released the Shafter property without their father's consent, the Bank violated the security first rule of Code of Civil Procedure section 726(a), and thus the Husband's estate was released from personal liability. [read post]
9 Oct 2016, 10:32 pm
I often give warnings in this blog to parents about adding their children to their bank accounts as joint owners. [read post]
5 Aug 2011, 12:03 pm
This new article from today's Globe and Mail is essential reading for any of you out there considering putting your home or bank account in joint names with anyone other than your spouse. [read post]
15 Jul 2011, 9:00 pm
As pointed out in a recent Wall Street Journal article, state treasurers currently hold $32.9 billion in unclaimed bank accounts and other assets. [read post]
15 Jul 2011, 9:00 pm
As pointed out in a recent Wall Street Journal article, state treasurers currently hold $32.9 billion in unclaimed bank accounts and other assets. [read post]
9 Jun 2011, 8:49 am
It includes a wide range of things from homes, bank accounts, stocks, life insurance, and even personal items like jewelry. [read post]
27 Jul 2017, 1:07 pm
The easiest way to describe it is a specific bank account. [read post]
20 Nov 2017, 11:41 am
While many assume they can simply bring their loved one’s death certificate and box key to the bank and explain the situation to the bank manager, the truth is that most bank officials will turn down these requests without proper paperwork from the Surrogate Court. [read post]
24 Jan 2008, 3:03 pm
REAL ESTATE: To execute all cont [read post]
6 Mar 2012, 9:00 am
We recently discussed the fact that many wealthy individuals were driven to real estate bankruptcy as a result of the sub-prime mortgage crisis in 2008 and 2009. [read post]
27 Nov 2013, 8:02 am
Dorsey to one count of bank fraud. [read post]
12 May 2010, 8:49 am
There was a noteworthy case involving Wells Fargo Bank that was discussed at the Heckerling Estate Planning Conference a few years ago. [read post]
17 Jan 2013, 6:32 pm
The decedent before dying or in a will may name someone--either a person or an entity, such as a bank or charity--to serve as the executor of the estate. [read post]
16 Aug 2011, 1:49 pm
In other words, if you want Joe to be able to write checks from your bank accounts, he needs specific banking powers. [read post]
15 Jan 2009, 4:48 am
Why the banks have not been foreclosing on the commercial projects is a mystery to me. [read post]
28 Aug 2019, 8:24 am
The property is generally listed by the bank, real estate agents are usually involved, and prospective buyers have the chance to see and inspect the property. [read post]
11 May 2015, 10:34 am
So you decided it was important to have an estate plan. [read post]