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1 Dec 2014, 1:00 am by Joshua K. Crawford
While inheritance planning and estate planning go hand-in-hand, it’s essential to understand that the two areas are not synonymous. [read post]
14 Apr 2017, 11:00 pm by Robert L. Mues
As discussed in the previous section, assets do not always end in the hands of the will’s intended beneficiary. [read post]
24 Feb 2014, 6:35 am
But an outdated beneficiary designation can be a nightmare, handing over huge chunks of your wealth to ex-spouses, estranged or distant family members or perhaps a relative's spouse whom you barely know. [read post]
30 Oct 2013, 3:18 am by Pamela Potter, Estate Planning Attorney
On the other hand, if you do nothing an entirely different set of circumstances will exist. [read post]
13 Jul 2011, 4:00 am by Corina Weigl
No where is the team approach perhaps more paramount than when the areas of family and estate law intersect. [read post]
15 Dec 2022, 8:00 am by Len Feltoon
It can include savings accounts, investments, real estate, collectibles, and vehicles. [read post]
10 Jul 2012, 4:08 am by Legal Beagle
AMID the continued reluctance of the Westminster Parliament to hand over Scotland’s coastline to Scottish jurisdiction & benefit, the Scottish Government has criticised the recent, piecemeal developments in Crown Estate reform as a “missed opportunity”, with Rural Affairs Secretary Richard Lochhead issuing a statement saying “the UK Government should relinquish responsibility and devolve control to the Scottish Parliament and Scotland's… [read post]
15 Jan 2015, 1:00 am by Andreas Kulas
On the other hand, if your financial situation has changed significantly in 2014, you’ll definitely want to speak to your estate planning attorney about what changes you might need to protect yourself. [read post]
25 Mar 2011, 3:00 am by Paul Caron
Barrett: As part of a new national hunt for gift tax evaders, the IRS has asked a federal court for permission to order a California state tax agency to hand over its computer database of everyone who transferred real estate... [read post]
A guardian could be appointed by the state to take over your decision-making if you do not take the matter into your own hands in advance. [read post]
2 Jan 2013, 11:00 am by Marsha Tesar
Estate planning can be intimidating if you don’t have enough information at hand to make crucial decisions about your future and the future of your loved ones. [read post]
16 Jun 2013, 11:18 am
Each walks separately to his or her car, takes out a cell phone and calls an estate attorney. [read post]
26 Jun 2010, 11:02 pm by Lynne Butler
I was interviewed recently for a story in the Wall Street Journal about using an estate freeze to hand a business on to the next generation of a family. [read post]
31 Mar 2020, 7:00 am by Rania Combs
If you are one of the lucky Americans who have been able to purchase hand sanitizer, perhaps have the witnesses sanitize before touching the paperwork for extra precaution. [read post]
3 Dec 2016, 6:08 am by Matthew Odgers
You can make your wishes know in a hand-written letter and include it in your estate planning binder. [read post]
19 Aug 2014, 6:30 am by Kyle Krull
On the other hand, if the children are adults or are nearing adulthood, then you may want to take a different approach. [read post]
14 Jul 2014, 6:00 am by Andreas Kulas
On the other hand, should you make inheritance choices but not choose to state them in a legally recognized manner, your choices will effectively be worthless. [read post]
 Last year Consumer Reports examined Do-it-Yourself estate planning, and this highly respected independent source advised people to steer clear of generic template estate planning documents. 2.) [read post]
14 Apr 2014, 7:25 am
On one hand, this is true because how one leaves assets and guidance to others can influence their long-term personal legacy. [read post]
6 Aug 2012, 1:48 pm
On the other hand, this type of estate administration does not cut off creditors after four (4) months and does not "prove" the will if someone wants to contest it. [read post]