Search for: "Legacy Trust"
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27 Apr 2023, 12:00 am
With mindful and comprehensive estate planning, couples can leave a financial legacy for all of their children, while still providing for surviving spouses. [read post]
21 Jan 2012, 7:25 pm
The paperwork says that the trust will be funded if in any case that the gift, devise or legacy made under the last will and testament made by decedent will be ineffective. [read post]
18 May 2012, 3:00 am
“In fairness, no one could be trusted or should be trusted with so much power. [read post]
25 Feb 2022, 9:45 am
However, most states allow pet trusts, where owners can fund a trust and designate a trustee and a caretaker. [read post]
30 Sep 2024, 9:05 am
Having a trust also helps you avoid the lengthy process of probate. [read post]
28 Sep 2021, 8:19 pm
In 2016, we criticized the Legacy Pledge after it reached 300 signatories—to FPF’s dismay. [read post]
21 Jun 2018, 7:10 am
Trust and retainer account details. [read post]
4 Dec 2023, 3:30 am
Estate planning documents, such as wills and trusts, should be clear and concise to avoid confusion and disputes. [read post]
6 Sep 2023, 9:20 pm
This settlement arises from allegations of improper expense reimbursements made to external advisors of Lodging Opportunity Real Estate Investment Trust and Lodging Fund REIT III Inc. [read post]
14 Sep 2021, 1:52 am
The benefits of properly drafted lifetime discretionary trusts that you have created for your extended family: Foster educational opportunities Provide asset, divorce, and remarriage protection Protect special needs beneficiaries Allow for professional account and property management Minimize estate taxes at each generation Create a lasting legacy for future generations Your goals and intentions for inheritances: what the money is and is not to be used for (for example, education,… [read post]
11 Feb 2010, 1:21 pm
Don't take shortcuts with your legacy! [read post]
29 Jul 2021, 8:02 pm
That would be an ugly situation, and certainly not the kind of legacy most people want to leave. [read post]
6 May 2014, 6:30 am
, trust (can they be trusted to act wisely?) [read post]
4 Apr 2022, 7:24 am
Make sure loved ones or trusted advisors know how to access or find the information. [read post]
19 Jan 2016, 12:11 pm
Given the reports about Bowie’s advanced planning and financial foresight, it is likely that he used one or more revocable or irrevocable trusts. [read post]
28 Feb 2021, 6:36 pm
I noted that Black History could not be just reduced to slavery, but at the same time the legacy and trauma of that history has significant impacts on our society and justice system today. [read post]
24 Jan 2024, 2:59 pm
A reminder of gifts you can give TODAY to the ones you love: adopt a healthcare directive so your loved ones will know your preferences if you can’t speak for yourself properly execute a will and a trust and *put all of your assets in the trust* clean out your paper archives to make the burden easier for your loved ones, especially if there’s anything you don’t want as part of your legacy tell the people who are important to you how you feel and why,… [read post]
1 Feb 2012, 7:56 am
Legacy Trusts are not for everyone, and you need some good elder law advice to determine if they are right for your kids. [read post]
30 Jun 2017, 10:00 am
Whether it is business planning, legacy planning, or retirement plans, professionals continually remind us that it’s vital to be prepared for uncertainty. [read post]
18 Dec 2010, 6:52 pm
Hendrix's legacy was fought over in court more than 30 years after he died. 2. [read post]
