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18 Oct 2023, 4:00 am by Candace Dellacona, Esq.
Most people understand that their real estate, bank, brokerage, and retirement accounts are considered assets, but there are other items that might not immediately come to mind when you consider assets. [read post]
17 Oct 2023, 9:48 pm by Cari Rincker
Because POD bank accounts avoid probate and pass outside of the estate, the funds in them are not available to settle claims or debts of the estate, such as estate taxes. [read post]
17 Oct 2023, 5:14 pm by Cory Carlson
But back in the real world, the defendant who killed him only has $100k in insurance and no money in the bank. [read post]
17 Oct 2023, 9:10 am
Some common types of evidence used in these cases include: Bank statements: Reviewing bank transactions can help identify any unusual or excessive spending patterns by your spouse. [read post]
17 Oct 2023, 8:25 am by David W. Miller
For example, an executor might need a letter of testamentary to access a decedent’s bank account, pay off the decedent’s debts, or distribute the decedent’s assets to his or her loved ones. [read post]
17 Oct 2023, 7:13 am by Mark Wortman
Rather than asking the spouse for the needed information, a subpoena requests it directly from a third party, such as a bank or financial institution. [read post]
17 Oct 2023, 5:15 am by Bob Kraft
All your stuff, including real estate, bank accounts, investments, retirement accounts, priceless items, and even digital assets like social media accounts and cryptocurrency, are considered assets. [read post]
17 Oct 2023, 1:29 am by skbhtg
Wills And Beneficiary Designations After a divorce it’s a good idea to review your last will and testament and beneficiary designations on bank accounts, investment accounts, and the like. [read post]
16 Oct 2023, 11:31 pm
This person can be a reliable family member or friend, or an entity, such as a bank or trust company. [read post]
16 Oct 2023, 11:00 pm by Sherica Celine
For related Practical Guidance content on important recent trends, please review these easy-to-use Resource Kits on a variety of emerging topics: Generative Artificial Intelligence (AI) Resource Kit Environmental, Social, and Governance (ESG) Resource Kit Public Interest, Pro Bono, and Non-Profit Resource Kit Bank Failure Resource Kit Practical Guidance Journal Third Edition 2023 features Generative AI cautions and benefits, new trends in lending, environmental law considerations, and real… [read post]
16 Oct 2023, 8:40 am by Wiggam Law
This form collects detailed info about your assets (bank accounts, investments, real estate, etc.) and debts (credit cards, mortgages, car loans, etc.). [read post]
15 Oct 2023, 2:40 pm by Brian Bernhardt
       The IRS identified the following types of individuals as eligible for relief under Notice 2023-71: Any individual whose principal residence, and any business entity or sole proprietor whose principal place of business, is located in Israel, the West Bank, or the Gaza Strip; Any individual affiliated with a recognized government or philanthropic organization and who is assisting in Israel, the West Bank, or the Gaza Strip, such as a… [read post]
13 Oct 2023, 2:31 pm by Paul Premack
She can: Sell the house on the open market as Executor, from the estate, and split the funds equally; Split all the estate’s value equally, but not give each of you half of each item. [read post]
13 Oct 2023, 2:01 pm by ESQ.title
Traditional Bank Loans: How They Work: Traditional bank loans, often secured by the property itself, are a common financing choice. [read post]
13 Oct 2023, 8:24 am by Thomas W. McCulloch
If a decedent says in his will, for example, that all of the money in his bank account will go to his children, the letter of testamentary gives the executor the power to retrieve the money from the bank (so that the children can then receive the funds). [read post]
12 Oct 2023, 1:25 pm by Dan Harris
Evergrande, China’s premier real estate company, faces severe debt issues, leading to a run on China’s banks this week. [read post]
12 Oct 2023, 6:33 am by Lindsay Griffiths
So, you get to see a lot of banks, over the last few years there have been a lot of banks merging. [read post]
12 Oct 2023, 3:05 am by Darin Swayne
  Property You must list all your property on Schedule A/B: Property, including real estate, different vehicles (including cars, vans, trucks, motorcycles, etc.), watercraft, aircraft, personal property (including furniture, electronics, clothing, etc.), financial assets (including bank accounts and investments), debts owed to you (including tax refunds, loans, and other obligations), assets related to your business, and any other assets you may own. [read post]