Search for: "Estate of Powers"
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25 Apr 2019, 7:45 pm
More than just being the beneficiary of an estate plan, a husband and wife are often co-creators of estate plans. [read post]
30 Jul 2012, 3:00 am
One successful trick that CNNMoney recently highlighted is the power of rules. [read post]
20 Feb 2020, 8:22 am
These often include attorneys, accountants, real estate agents, investment agents, and brokers “reasonably necessary in the administration of the trust estate. [read post]
24 Mar 2016, 3:15 pm
Just as we create estate plans for our eventual demise, we also need to plan ahead for the possibility that we will become sick and unable to make our own medical decisions. [read post]
28 Jul 2009, 5:19 am
Avoid these mistakes by working with a qualified tax attorney to discuss your estate plan, that is, your living trust, pour-over will, durable power of attorney and advance health care directive. [read post]
4 Feb 2014, 3:05 pm
One of our estate lawyers would be happy to provide you with any answers. [read post]
5 Jan 2015, 8:30 am
As one of the most neglected areas of personal finance, your estate planning should include (at a minimum): (i) a will with appropriate beneficiary designations (e.g., life insurance and retirement funds) (ii) a durable power of attorney to designate agents to act on your behalf in financial dealings; and (iii) a durable power of attorney for health care decisions to designate individuas to act for you when health care decisions are required. [read post]
4 Jan 2014, 12:10 pm
The propounded will is consistent with the prior instruments as to estate planning and the identity of the beneficiaries, who are the natural objects of testatrix' bounty. [read post]
13 Jan 2012, 3:00 am
Create a portfolio of accomplishment—perhaps real estate properties with which you’ve been involved. [read post]
25 Apr 2011, 7:50 am
’ You have them if you retain the power to change policy beneficiaries, change coverage amounts, cancel the policy and so forth. [read post]
30 Dec 2013, 3:54 pm
In such cases, a court may name a conservator for your person or estate unless you have provided for such appointments in advance through a document such as a durable power of attorney. [read post]
8 Feb 2015, 7:32 pm
This, of course, is in direct contravention of § 9-1.1 of the Estates, Powers and Trusts Law (the Rule Against Perpetuity). [read post]
24 Jan 2013, 9:43 am
Significantly, it was agreed that the power for the tractor trailer came from that unit itself, and it was not connected to the electric company's equipment for any power source. [read post]
4 May 2025, 10:00 pm
Focuses on key factors to look for when choosing a data center location (power, data fiber, and risks from climate change and natural disasters). [read post]
11 Aug 2015, 4:28 am
That includes your Durable Power of Attorney, Healthcare Surrogate and Living Will. [read post]
6 Dec 2017, 10:40 am
In doing so, estate planning is a powerful resource in helping others, whether they be family, friends, charities, or individuals in need in a local, regional, national, or global community. [read post]
6 Jan 2016, 6:47 am
Question and AnswerCost = $15.00 Member of Insurance & Financial Advisors $25.00 Non-MemberCOMPLIMENTARY MATERIAL: Brochures on Wills, "Probate and Administration of an Estate", Power of Attorney, Living Wills, Real Estate Sales for Seniors, and Trusts.Here is your opportunity to listen to an experienced attorney who will answer questions how to distribute your property and avoid many rigid provisions of state law. [read post]
3 Oct 2014, 6:33 am
” Accordingly, it affirmed the Surrogate’s Court’s decision to exercise its equitable powers in extending the slayer rule to this case (see SCPA 201[2]). [read post]
21 Apr 2025, 1:55 pm
Impact on Fiduciary Duty Cases: If a personal representative, trustee, or agent under a power of attorney participates in or overlooks a forged conveyance and fails to pay property taxes on the property, their failure to act within the statutory period could cost the estate valuable property. [read post]
23 Apr 2019, 8:36 am
A grantor can retain power over the assets in the trust and can amend or revoke when necessary. [read post]
