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8 May 2024, 11:18 am
OR Do I have to give the beneficiary a copy of the bank statements? [read post]
7 May 2024, 11:05 am
Trusts can avoid the probate process, transfer assets to your loved ones, and preserve your wealth. [read post]
7 May 2024, 6:00 am
A trust is an agreement where a trustee holds assets for the benefit of one or more beneficiaries. [read post]
6 May 2024, 7:14 pm
Named a 2023 & 2024 DFW Favorite by Fort Worth Star-Telegram: Voted a DFW Favorite by the community, this accolade speaks to the firm’s strong reputation and the trust it has earned from clients and peers alike. [read post]
6 May 2024, 7:14 pm
Named a 2023 & 2024 DFW Favorite by Fort Worth Star-Telegram: Voted a DFW Favorite by the community, this accolade speaks to the firm’s strong reputation and the trust it has earned from clients and peers alike. [read post]
6 May 2024, 7:14 pm
Named a 2023 & 2024 DFW Favorite by Fort Worth Star-Telegram: Voted a DFW Favorite by the community, this accolade speaks to the firm’s strong reputation and the trust it has earned from clients and peers alike. [read post]
6 May 2024, 5:00 am
This clause consolidates all property not explicitly bequeathed and distributes it to one or more individuals or charities, either outright or in trust. [read post]
5 May 2024, 6:44 pm
China has chosen to develop a One Country Two Systems structure which, after 2020 was built on political solidarity and economic variability. [read post]
3 May 2024, 6:00 am
For the US launch, Visa has signed data access agreements with banks and fintechs on the merchant side, including Capital One, Fiserv, Jack Henry, Dwolla and Max rewards. . . . [read post]
2 May 2024, 7:12 pm
Trusts and financial powers of attorney can both provide avenues for trusted individuals to manage bank accounts and pay bills for a loved one with cognitive decline. [read post]
2 May 2024, 10:08 am
Property Issues One common problem arises when couples fail to adequately address the division of their property. [read post]
2 May 2024, 9:35 am
At termination, each one of Herthel’s grandchildren would receive an equal share of the trust. [read post]
30 Apr 2024, 1:42 pm
How Digital Assets and Banking are Changing Estate Plans Digital Banking: When it comes to managing finances, 64 percent of survey participants preferred digital banking platforms. [read post]
30 Apr 2024, 11:20 am
The best time to approach a bank for a loan is when you don’t need one. [read post]
30 Apr 2024, 8:08 am
Even a trust! [read post]
30 Apr 2024, 7:28 am
Create a Revocable Living Trust One basic tool we often recommend to our clients is the revocable living trust. [read post]
30 Apr 2024, 5:32 am
As one of the most populous states in the nation, Texas grapples with the challenge of safeguarding its elderly citizens, who are vulnerable to various forms of mistreatment. [read post]
30 Apr 2024, 5:03 am
This new tool helps you figure out which ones to trust; and AI is becoming a big deal for big banks. [read post]
29 Apr 2024, 7:26 am
Ask the custodian of the property (the bank, for example) if they’ll require probate. [read post]
28 Apr 2024, 6:00 pm
10 years ago New Jersey made changes to its Medicaid program that required certain applicants to utilize a qualified income trust. [read post]
