Search for: "Use of Name of Retired or Deceased Partner"
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8 May 2020, 6:21 pm
They can use their own names and those of active, retired, or deceased partners, and can use entity designations such as “LLC. [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]
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]
15 Aug 2021, 1:58 am
Name Your Partner as the Beneficiary of a Retirement Account or Life Insurance Policy Most retirement accounts and life insurance policies have beneficiary designation forms that allow you to dictate who will receive your retirement account balance or the death benefit when you die. [read post]
11 Jan 2022, 10:07 am
A firm name that includes the surname of a deceased or retired principal is, strictly speaking, a trade name. [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]
17 Aug 2023, 6:30 am
Alayne Bertolino did not notify the retirement system of her father’s death and sent a change of address form in his name. [read post]
17 Aug 2023, 6:30 am
Alayne Bertolino did not notify the retirement system of her father’s death and sent a change of address form in his name. [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]
18 Dec 2023, 9:05 pm
The rest work mostly as senior counsel in an AmLaw 100 firm, started their own law firms, or are retired or deceased. [read post]
16 Sep 2021, 1:54 am
Similarly, if your retirement account does not have a named beneficiary, that account may also end up going through probate, which may cause unintended income tax consequences and distribution according to the default rules of the account agreement. [read post]
25 Jul 2023, 6:00 am
We will continue to partner with law enforcement from across the country to protect the New York State Retirement System. [read post]
25 Jul 2023, 6:00 am
We will continue to partner with law enforcement from across the country to protect the New York State Retirement System. [read post]
19 Jul 2010, 9:44 pm
Have we inherited the deceased partner’s family members as partners? [read post]
24 Jun 2024, 4:29 am
Only a spouse or common law partner can be named as a successor holder of a TFSA. [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]
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]
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]
11 Jun 2015, 12:09 pm
I don’t know anyone named Alim. [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]
