Search for: "Use of Name of Retired or Deceased Partner"
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23 Feb 2017, 6:06 am
Much like life insurance that goes to the individual named in the policy, the retirement plan goes to the individual named on the beneficiary designation in the plan document. [read post]
23 Feb 2017, 6:06 am
Much like life insurance that goes to the individual named in the policy, the retirement plan goes to the individual named on the beneficiary designation in the plan document. [read post]
22 Dec 2016, 11:03 am
Tell our readers how the name Ruth replaced Joan. [read post]
26 Jul 2016, 6:40 pm
Your will covers assets that are titled in your name at your death and for which there is no designated beneficiary.Some assets not affected by your will include:Life insurance, retirement plans such as a 401(k) or IRA, bank accounts or any other asset for which there is already a named beneficiary. [read post]
5 Jan 2016, 8:06 am
Joint PropertyThe parties recognize that they may from time to time acquire property in their joint names. [read post]
11 Jun 2015, 12:09 pm
I don’t know anyone named Alim. [read post]
24 Apr 2015, 1:39 pm
The other major asset most people have are pension or retirement accounts which although held in an individual name, their disposition upon death is generally controlled by a beneficiary designation, presumptively in virtually all cases, the spouse. [read post]
5 Feb 2015, 8:39 am
Life Insurance Young couples may find that term life insurance is the best alternative because it is less expensive and designed to be used to replace the income of a deceased spouse rather than a retirement planning tool. [read post]
4 Aug 2014, 3:09 am
This clause merely dictates that, in the event of a buyout by continuing partners of the interest that belonged to a retired or deceased partner, (1) the price shall be fair market value and (2) fair market value shall be determined by averaging two appraisals by independent business brokers. [read post]
30 Dec 2013, 3:11 am
Wiesenthal, 108 AD3d 492, 2013 NY Slip Op 05040 (2d Dept July 3, 2013), where the Second Department held that a retired partner, or the estate of a deceased partner, who elects to receive post-withdrawal profits in lieu of interest under Section 73 of the Partnership Law is not entitled to recover appreciation on the value of the partnership assets. [read post]
14 Oct 2013, 7:28 am
Strategies and circumstances to consider for your retirement planning By Attorney Mitch Adel – Senior Partner When it comes to your long-term financial planning, among the most important and impactful decisions you will make involves selecting beneficiaries. [read post]
1 Oct 2013, 10:07 am
Strategies and circumstances to consider for your retirement planning By Mitch Adel,Senior Partner When it comes to your long-term financial planning, among the most important and impactful decisions you will make involves selecting beneficiaries. [read post]
22 Jul 2013, 3:55 am
In 1967, the estate of the deceased partner started what turned into a decade-long lawsuit against the surviving partners who neither had liquidated the partnership assets nor purchased the estate’s interest in the business. [read post]
8 Jan 2013, 9:12 am
(It might be advisable to file this return in most situations on the death of the first spouse to pass on the Deceased Spouses unused tax exemption.) [read post]
30 Sep 2012, 4:30 pm
The names are changed to protect the parties' privacy. [read post]
13 Aug 2012, 12:00 am
In most states, an unmarried partner does not have inheritance rights, so any property owned by his or her deceased partner would go to other family members. [read post]
7 Aug 2012, 3:15 pm
Connell, Deceased, Appellant, v. [read post]
7 Jul 2012, 3:04 am
Sharon told the court Steven usually signed himself “S Nicol” and would never use his middle name. [read post]
12 Mar 2012, 5:15 am
The proper titling of your assets, including naming beneficiaries of your retirement accounts, life insurance policies, brokerage assets and bank accounts must not be overlooked. [read post]
6 Feb 2012, 2:30 am
The reporting restriction followed a successful application by the Ministry of Defence to anonymise the 29 year old defendant’s name. [read post]
