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30 Jan 2017, 4:40 pm
This means that is your responsibility to diligently search for any "readily ascertainable" creditors.Other duties/ Executor to DoBring Will to SurrogateApply to Federal Tax ID #Set up Estate Account at bank (pay all bills from estate account)Pay BillsNotice of Probate to Beneficiaries (Attorney can handle)If charity, notice to Atty General (Attorney can handle)File notice of Probate with Surrogate (Attorney can handle)File first Federal and State Income Tax… [read post]
14 Nov 2012, 11:00 am
Remember, it’s not just your bank account that the IRS counts against your estate tax exemption, but all of your assets, to include your home and life insurance death benefits. [read post]
2 Feb 2024, 8:23 pm
Assets that may be part of an estate plan include your home, investment properties, retirement accounts, bank accounts, businesses, and more. [read post]
15 Apr 2007, 4:29 pm
Be sure your estate planner has all the information on how your assets are owned. [read post]
29 Jun 2016, 6:33 am
About this time, Bernick also formed Keystone Residential Properties, LLC to facilitate his real estate business.Starting in January 2005, Shebetich began disbursing Bank funds to Bernick, Keystone, and Bernick's creditors. [read post]
12 Sep 2022, 7:15 am
See, for example, ,Matter of Severns’ Estate; ,Crump’s Estate v. [read post]
27 May 2024, 4:30 am
Reviewing Beneficiary Designations In addition to your will, review beneficiary designations on accounts such as life insurance policies, retirement accounts, and bank accounts. [read post]
22 Jan 2018, 8:34 am
Certain assets, for example property held in joint tenancy or jointly held bank accounts do not require an estate grant. [read post]
16 Jul 2014, 3:20 pm
As discussed in earlier posts, a decedent may have owned assets of various types such as bank accounts, real estate, stocks and bonds. [read post]
21 Apr 2012, 9:48 am
The executor of her will, Fifth Third Bank, went to court and asked the judge to block the request. [read post]
7 Apr 2021, 12:50 pm
However, there’s more to estate planning than dividing limited bank accounts. [read post]
16 Oct 2014, 6:30 am
Non-probate assets are things like bank accounts and life insurance policies that you have named joint owners or TODs on – they transfer to the named beneficiaries upon your death without any court involvement. [read post]
16 Oct 2014, 6:30 am
Non-probate assets are things like bank accounts and life insurance policies that you have named joint owners or TODs on – they transfer to the named beneficiaries upon your death without any court involvement. [read post]
8 Jun 2023, 9:01 pm
Continued high interest rates may adversely affect the commercial real estate sector and the mid-sized banks that lend to it. [read post]
31 Jan 2011, 8:19 am
-And banks were so careless with paperwork that they have improperly foreclosed on thousands of homes, tied up the court system, and turned the foreclosure process into a disaster that has choked the real estate market and caused significant harm to the overall economy. [read post]
17 Jun 2010, 7:30 am
We and our clients would prefer an economic recovery to another real estate crash, especially one involving loans big enough to bring down banks. [read post]
7 Jan 2014, 6:30 am
Think of this as a single collection of all the information your heirs will need from the location of important documents, to bank accounts, passwords, and lists of assets. [read post]
31 May 2022, 11:07 am
Unlike many other currencies, it is decentralized, meaning there is not a primary government or bank used to maintain it. [read post]
31 May 2018, 3:00 am
This is a continuation in a multi-part series that will focus on the competitive landscape in the retail real estate industry, as part of our expanding research in real estate investment banking. [read post]
30 May 2019, 1:27 pm
— as evidenced in small part by her daily withdrawals from his bank account as ... [read post]
