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12 Apr 2024, 12:06 pm by Susan L. Friedman
For questions regarding the impact on your trust account, please contact KJK Estate, Trusts and Succession attorney Susan Friedman (SLF@kjk.com; 216.736.7272). [read post]
12 Apr 2024, 10:00 am by Miles D. Peterson
Make a comprehensive list of your assets, including bank accounts, retirement accounts, real estate, investments, and personal property. [read post]
11 Apr 2024, 3:00 am by Yosi Yahoudai
” The jeweler in the Tesla On June 16, an estate jewelry dealer set out from Polacheck’s Jewelers in Calabasas and headed for downtown via the 101 Freeway. [read post]
10 Apr 2024, 7:01 am by Richard Worsfold
Taylor, 2022 ONSC 1436, which required the court not to determine if the estate trustee had performed her functions perfectly or ideally but to determine whether the estate was likely to be administered properly in accordance with the fiduciary duties of the estate trustee and with due regard to the interests and welfare of the beneficiaries if the estate trustee was not removed.In the matter that was before her, Justice Dietrich noted that from bank… [read post]
10 Apr 2024, 12:23 am by Katelynn Minott, CPA & CEO
Bureaucracy: Costa Rican institutions can be slow-moving, especially when it comes to processes like immigrating, starting a business, and buying real estate. [read post]
9 Apr 2024, 2:49 pm by Harbir Deol
A U.S. person means U.S. citizens, residents, and entities, including but not limited to, corporations, partnerships or limited liability companies created or organized in the U.S. or under the laws of the U.S. and trusts or estates formed under the laws of the U.S. [read post]
9 Apr 2024, 7:59 am by Chris Skelton
Pay-on-death bank accounts (Totten trusts) can allow for the efficient transfer of money, while transfer-on-death accounts and deeds can ease the transfer of securities and real estate in the majority of states. [read post]
9 Apr 2024, 6:30 am
</span> </p> <p> <span style="display: initial;"> <br/> </span> </p> <h2> <span style="display: initial;"> Building on a Strong Foundation: Your Estate Plan </span> </h2> <p> <span style="display: initial;"> <br/> </span> </p> <p> <span style="display:… [read post]
8 Apr 2024, 9:01 pm by renholding
In addition to the above-quoted definitions, the EO provides certain clarifications regarding the scope of the forthcoming regulations that may alleviate some concerns as to their breadth: The regulations will not cover transactions that are ordinarily incident to and part of the provision of financial services, including banking, capital markets, and financial insurance services, or required for compliance with any federal statutory or regulatory requirements, including any regulations,… [read post]
7 Apr 2024, 12:40 pm by Francesca Blackard
  She testified she had taken out several bank loans on behalf of the parties because she had good credit. [read post]
7 Apr 2024, 9:18 am by Thomas W. McCulloch
There are four main types of guardians that the court can appoint: the guardian of the person (full or limited); the guardian of the estate (full or limited); the guardian of the person and estate; and temporary guardianship. [read post]
5 Apr 2024, 4:22 pm by Lyra Gerona
This includes real estate, bank accounts, investments, and personal belongings. [read post]
5 Apr 2024, 6:00 am by Jim Sedor
At the same time, they have been taking tens of thousands of dollars in corporate PAC money, some of which may be ending up directly in the senators’ bank accounts. [read post]
4 Apr 2024, 9:01 pm by Meredith Ervine
  – Proactively addressing emerging issues The Staff is continually monitoring world events that impact reporting companies and their disclosures, and they consider whether developments could be material to segments of companies that they review — for example, the market disruptions in the banking industry in early 2023. [read post]
4 Apr 2024, 8:25 am by Matthew Dochnal
Usually, banks need to see a Certificate of Good Standing issued within the last 30 to 60 days to open a bank account. [read post]
3 Apr 2024, 10:01 am by Matthew Dochnal
For instance, a Delaware LLC or corporation may need this certificate to: Open a business bank account,  Register to do business in other states,  Obtain business loans or secure financing, and Purchase real estate. [read post]
2 Apr 2024, 9:05 pm by Brian Connor
For example, the Federal Reserve uses a “severely adverse scenario” featuring a large hike in unemployment accompanied by a collapse in residential and commercial real estate prices. [read post]
2 Apr 2024, 4:49 pm
Take stock of everything you own - bank accounts, retirement and investment accounts, real estate, vehicles, insurance policies, collectibles, digital assets like cryptocurrency and income-generating online accounts. [read post]