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2 Feb 2012, 8:26 am
So often clients tell me that they found a safe deposit box key after their loved one has died, know which bank it’s for, their name is not on the safe deposit box and the bank told them they can’t get into it. [read post]
10 Sep 2010, 7:00 am
This week, I had the pleasure of meeting with a group of estate planning attorneys and financial advisers in Naples, Florida, to exchange ideas and then to present a seminar on Estate Planning for Animal Owners. [read post]
5 Oct 2007, 12:16 pm
The borrower in the typical real estate transaction pledged the rental income and other proceeds of the encumbered property to the lender along with the real estate, as security for the obligation to repay the loan. [read post]
21 Sep 2010, 6:16 pm
A recent report shows a new kind of mortgage fraud will likely grow as short sales become a part of the Florida real estate landscape. [read post]
10 Oct 2013, 9:14 am
Besides making Ponzi-like payments to earlier investors, Brown routinely drains First Choice‘s bank accounts each month. [read post]
5 Sep 2012, 11:26 am
Not surprisingly, while Burks did not object to the inclusion of uncashed cashier's checks into the receivership estate, he strongly opposed any attempts to now "include Mr. [read post]
11 Dec 2013, 6:30 am
For more information about estate planning in Overland Park, KS (and throughout the rest of Kansas and Missouri) and to download free tools to help you organize your estate, visit my estate planning website. [read post]
10 Jul 2024, 2:45 pm
These might include individually owned bank accounts, real estate held in the deceased’s name alone, and personal property. [read post]
21 Aug 2013, 1:56 pm
This should be a part of your estate plan! [read post]
2 Jul 2010, 12:01 am
By adding a child's name to a bank account or investment account, or by adding a child's name to a deed, or by simply deeding an entire property to a child. [read post]
15 Dec 2009, 6:51 am
The firm serves the insurance, banking, construction, business communities and individuals by providing quality service with an emphasis on obtaining client goals and expectations while containing costs. [read post]
15 Nov 2013, 6:30 am
In fact, digital estate planning has become more important with online banking and social media. [read post]
13 Feb 2015, 6:55 pm
It is undisputed that the estate was sufficient to pay all trusts and other bequests in full. [read post]
19 Sep 2011, 6:17 am
He served on the board of directors of AT&T, Tenneco, Campbell Soup, the Southwest Foundation for Biomedical Research, and several Texas banks. [read post]
20 Jul 2010, 3:00 pm
I am excited to announce that I have added a brand new class to my program of real estate related CLE courses. [read post]
4 Jun 2011, 6:15 am
In response to recent real estate news, the housing market has seen a surplus; that is, in the amount of homes that hit their lowest market value to date.. [read post]
31 Oct 2011, 4:14 am
It must be hard to stop bank employees from misplacing things. [read post]
14 Jan 2010, 8:10 am
When will the Banks tell prospective borrowers the true cost of their loan by giving them the Annual Percentage Rate (APR). [read post]
16 Sep 2014, 6:30 am
Estate planning is not a one-size-fits-all endeavor. [read post]
19 Jun 2012, 6:09 am
Here are a few reasons why we hear so little about this topic, and the challenges in actually paying off a commercial real estate loan at a discount (prior to maturity): Confidentiality: many payoff agreements require the borrower and the purchaser (if different from the borrower) to NOT disclose the payoff Segmented lender market: not all lenders are alike (life company; CMBS servicer; bank; mortgage REIT; etc.), and each type of lender has different regulatory constraints. [read post]
