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24 Mar 2021, 1:27 pm
When registering a vehicle, you can designate a transfer-on-death (TOD) beneficiary, not unlike what you can do with a bank account. [read post]
18 Feb 2021, 6:22 pm
She also recently discovered that Larry and King had a joint bank account. [read post]
9 Oct 2012, 8:40 am
A bank account, savings bonds, and any retirement accounts will also transfer to your named beneficiary after you die. [read post]
7 Feb 2018, 9:50 am
That list should include updating beneficiaries on all retirement accounts, life insurance policies, annuities, ownership on bank accounts, home deed, if appropriate, etc. [read post]
7 Feb 2018, 9:50 am
That list should include updating beneficiaries on all retirement accounts, life insurance policies, annuities, ownership on bank accounts, home deed, if appropriate, etc. [read post]
17 Jun 2013, 3:00 am
A recent article in The New York Times titled “Leaving Behind the Digital Keys to Financial Lives” picked up on this theme since we do most of our banking and investing online. [read post]
21 Dec 2022, 8:30 am
These recent decisions should serve as a reminder to financial planners and estate planners to clearly document the intentions of the donor when setting up bank accounts with rights of survivorship and also when executing beneficiary designations. [read post]
21 Dec 2022, 8:30 am
These recent decisions should serve as a reminder to financial planners and estate planners to clearly document the intentions of the donor when setting up bank accounts with rights of survivorship and also when executing beneficiary designations. [read post]
28 Mar 2008, 1:00 am
WSJ reports that banks are acquiring foreclosed homes faster than they can sell them off. [read post]
25 Feb 2021, 8:30 am
Unfortunately, a startling 79% of millennials do not have basic estate plans in place. [read post]
12 Sep 2024, 3:38 am
You are borrowing money to purchase a real estate, and it is crucial that everything goes well with your financing. [read post]
22 Jan 2012, 6:58 pm
” –Loan Officer, Citizens Bank, Route 128 Suburbs, “Brookline real estate should receive a spike upwards during the spring market like it always does. [read post]
11 Oct 2010, 12:07 pm
I have learned more about real estate and banking law than I ever cared to learn. [read post]
25 Apr 2018, 7:16 pm
The Commonwealth’s Appeals Court recently issued a Massachusetts workers’ compensation decision affirming the determinations made by the Administrative Judge and Reviewing Board granting temporary and permanent benefits to a bank teller who suffered a series of back injuries at work. [read post]
9 Sep 2009, 1:21 pm
Mario Bernadel, 51, Phoenix, Arizona, has been convicted on 19 counts of Conspiracy to Commit Mail, Wire, and Bank Fraud; Mail Fraud; Wire Fraud; Bank Fraud, and Transactional Money Laundering as a result of his involvement in a cash back mortgage fraud scheme. [read post]
18 Oct 2017, 1:25 pm
This person could hide assets by secretly: purchasing real estate in the U.S.; opening bank accounts in the U.S.; titling property in the names of shell companies formed in the U.S.; etc. [read post]
18 Oct 2017, 1:25 pm
This person could hide assets by secretly: purchasing real estate in the U.S.; opening bank accounts in the U.S.; titling property in the names of shell companies formed in the U.S.; etc. [read post]
2 May 2011, 10:52 am
Your estate planning attorney can help your child prepare for an emergency, and ensure that you have the power to be there for her if she needs you. [read post]
8 Sep 2011, 1:34 pm
Again, this top list includes Wells Fargo, Bank of America, and of course Chase bank. [read post]
21 May 2007, 8:12 pm
The North American Securities Administrators Association released its "Top 10 Traps" likely to ensnare investors, a list that included real estate investment contracts, affinity fraud, foreign exchange trading, and Internet fraud. [read post]
