Search for: "Legacy Trust"
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29 Aug 2014, 9:58 am
Another reason is that the firm has focused on building multiple platforms, including wire, independent, bank and trust to attract high level advisers. [read post]
26 Nov 2007, 9:15 pm
Suzana Popovic-Montag: And if a charitable legacy is actually included in the Will, you also may want to keep in mind that you should provide the executor with a discretion to allocate the assets, ei [read post]
7 Jun 2016, 7:04 am
Both distributees and four other persons were given lifetime specified annual legacies under the will and codicil. [read post]
14 Mar 2014, 4:00 am
If he had created a trust prior to his death, then probate and the dozens of claimants would have been avoided. [read post]
11 Jan 2011, 6:25 am
It's about your legacy. [read post]
12 Aug 2016, 5:00 am
If you want to minimize your estate planning taxes and/or avoid the probate process, then contact The Mendel Law Firm, L.P. fir a free consultation on estate planning, trust planning, and/or probate issues. [read post]
7 Jun 2013, 4:29 am
Instead, the process is far more comprehensive and involves examination of all of one's assets, wishes, legacy interests, elder care goals, and more. [read post]
24 Apr 2008, 10:11 pm
Following up on Allan Socken’s blog of March 31, 2008 entitled “What is Legacy Coaching”, I came across an article in the American College of Trust and Estate Counsel Journal entitled “Is Your (Ethical) Will in Order? [read post]
4 Oct 2016, 5:00 am
We do business with people we know, like and trust. [read post]
6 Jan 2008, 9:02 pm
The children were largely excluded from the Will and the vast majority of the money was left in trusts to educate Brown's grandchildren and to assist needy children. [read post]
5 Jul 2011, 6:26 pm
, husband-and-wife legacy expert attorneys, and hosts of an upcoming national PBS special. [read post]
10 Jan 2017, 1:51 pm
But his most lasting legacy will be one few—perhaps least of all Obama himself—expected. [read post]
7 Mar 2021, 11:59 am
There has been more of a spotlight on legacy planning and the need to get our estate plans in order during the last year. [read post]
11 Apr 2014, 4:00 am
A trust would have avoided the six-year headache and its cost. [read post]
27 Jul 2009, 7:05 pm
It is your legacy you're leaving behind -- follow Fawcett's example and do it on your terms. [read post]
25 Aug 2014, 4:07 am
Reflecting on his legacy and memory, many people now wonder what is next for his family. [read post]
10 Oct 2014, 4:00 am
If you want to minimize the consequences of failing to properly plan your estate, then contact The Mendel Law Firm, L.P. for a free initial consultation on estate planning, trust planning, and/or probate issues [read post]
23 Jun 2008, 12:55 pm
Private Foundations Private foundations can be a philanthropic legacy for wealthy donors. [read post]
5 May 2021, 9:17 am
Much of estate planning focuses on financial planning and documents such as wills and trusts. [read post]
1 Jul 2015, 2:50 pm
For instance, some families purchase and hold title to vacation property in a trust that ultimately will ensure that the property (and the memories made there) will remain intact for generations. [read post]
