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161 items found for "advance directive"
- Preparing an Inheritance for Your Child With Disabilities
possible for a disabled individual under the age of 65 to remain eligible for Medicaid even if they get a direct
- That First Child Means More than Late Night Feedings and Dirty Diapers
Talk about family priorities in advance of creating a budget.
- Careful Planning for Blended Families is a Must
It’s typically created way in advance of death or disability.
- Make Sure the Kids Don’t Blow Their Inheritance
This is then funded during his or her lifetime and/or by a direction in the will at death. In addition, the distribution of funds can be directed to be made at specific ages (e.g., 21, 30, or
- Turning the Big 5-0? Start Planning Now!
tax on an otherwise taxable distribution from an IRA by having the IRA trustee make the distribution directly
- Create a Road Map for the Care of Your Special Needs Child
When you die, you leave your assets to the trust instead of giving them directly to your child.
- 5 Reasons Why Putting Your House in a Trust is a Game-Changer
you pass away, your property will avoid the lengthy and costly probate process by being transferred directly
- Trusts from A to Z
These trusts are used to avoid estate taxes: if your children inherit your estate directly, then the
- The 411 on the Generation-Skipping Trust
In generation-skipping trust, assets go directly to grandchildren, great-grandchildren, or other young exemption applied, any future appreciation in trust assets is allocated to the trust beneficiaries directly
- Estate Issues Look to be Settled for Media Mogul Redstone
Philippe Dauman, who was a trusted adviser and long described as Sumner’s second son, as well as Viacom director
- Joint Bank Account After Death: Who Gets the Money?
Consider non-probated accounts where if no beneficiary is listed, remaining monies could potentially go directly
- Neglecting Estate Planning Can Be Costly for Your Heirs
medical care or education aren’t taxable regardless of the amount, but you should transfer those funds directly