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15 Mar 2016, 6:42 am by Bob Kraft
Watch for possible financial exploitation in the context of present finances and changes in estate planning. [read post]
15 Mar 2016, 6:01 am by Trevor Beaty
For example, during marriage, a spouse may inherit a large estate from a relative, gifts, buy a house, sell or trade property, or put separate property money in the same bank account. [read post]
Wealthy Chinese individuals seeking to fund a movie or Broadway show, purchase real estate, or invest in an EB-5 project have taken advantage of this loophole by recruiting a gaggle of people in China to send money on their behalf. [read post]
14 Mar 2016, 2:56 am by Kevin LaCroix
  In Avon State Bank, David Gibson, a man who purported to be the son of a business associate of Ambrose Herdering, a customer of Avon State Bank, sought out the assistance of Herdering in moving the estate of Gibson’s deceased father from the Netherlands to the United States. [read post]
13 Mar 2016, 1:02 pm by Robert Manchel
Furthermore, the person whose name is on an investment account, is the owner of the account and the individual’s name that is reflected on a bank account, owns the money in the account. [read post]
11 Mar 2016, 3:44 pm by Scott C. Soady
California Holds Billions in Unclaimed Assets This is not just an issue that affects the estates of deceased individuals. [read post]
11 Mar 2016, 4:43 am by Pam Potter
If you are not concerned about estate taxes, a revocable living trust can be a very useful estate planning tool. [read post]
“That will impact real estate in Vancouver and Seattle,” Harris said in an interview. [read post]
8 Mar 2016, 8:54 am by Jennifer C. Meusel
  Examples of assets that pass automatically are: Real estate owned with another person as joint tenants Bank accounts which are jointly held, or have payable on death designations Life insurance policies with designated beneficiaries Retirement accounts which have designated beneficiaries; For these types of assets, the designated beneficiary or the survivor joint tenant will take 100 percent ownership of the entire asset upon your death. [read post]
7 Mar 2016, 4:22 am by Nate Nead
” The same should go for anyone looking to raise capital from an investment bank. [read post]
6 Mar 2016, 9:50 am by Nate Nead
But what is in store for investment banking and M&A in the oil & gas sector? [read post]
5 Mar 2016, 3:09 pm by Scott C. Soady
A probate court named the child’s parents as guardians but restricted the funds to a bank account. [read post]
5 Mar 2016, 8:43 am by Anne Rabuck
They may need help finding a place to live, establishing a bank account, making a home accessible and locating home care. [read post]
4 Mar 2016, 3:00 pm by Kyle Krull
For more information about estate planning in Overland Park, KS (and throughout the rest of Kansas and Missouri), visit our estate planning website and be sure to subscribe to our complimentary estate planning e-newsletter while you are there. [read post]
4 Mar 2016, 9:45 am by Marsha Tesar
Who will pay bills in an emergency and who can access bank accounts? [read post]
3 Mar 2016, 6:57 am by Michael Walsh
The California Supreme Court recently issued two opinions resulting from the aftermath of the 2009 real estate crash. [read post]