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244 items found for "transfer of death"

  • Reverse Mortgages Are Back in Style

    If you want to leave your home to your heirs by letting them sell your home at your death, a reverse

  • Changes are Happening All the Time: Keep Your Estate Plan Current

    Death of a trustee, executor or a guardian: If one of the individuals you designated dies or changes

  • Prenup Isn’t a Four-Letter Word

    strategy to provide protection to heirs can also be accomplished via a will, but a will is restricted to death

  • ESTATE PLANNING TIPS FOR WOMEN IN HOUSTON

    estate planning attorney means that you can determine how that estate will be distributed upon your death

  • How to Divvy Up Personal Assets Without Splitting Up the Family

    Real estate can also be turned into cash (if you wish for the property to be sold upon your death) or Things may disappear from a dwelling shortly after (or even before) a parent’s death, or a child may Also, it is important that your executor or trustee secure your residence as soon as possible after death everything, but the more you disburse during life, the less that will have to be dealt with upon your death to know the monetary value of the items you are giving away, whether it is during life or upon your death

  • Is Whole Life Insurance Right for You?

    life because some of the premium goes into the cash value savings account—and the interest rate and death

  • Why Is the Probate and Settlement Process So Complex?

    When a court legally recognizes a person’s death, they must protect beneficiaries and the deceased’s

  • Planning for Your Digital Legacy

    plan, digital assets may get lost in the Internet ether and not pass to your loved ones after your death Second, planning now means your family will not have to worry about hunting for these items upon your death

  • Make a Charitable Donation in Your Will and Watch It Work

    There are many reasons why individuals may elect to will or otherwise donate to a charity at their death You need to do some advance planning now to prepare for an after-death charitable donation. forms must be completed at the bank to designate the charity as the recipient of the assets upon your death Shares of stock can be transferred to the charity by arranging it with the broker or by doing so in a The transfer of shares means that the charity will get the value but will not have to pay taxes on the

  • How Joe Biden’s Tax Plan May Impact Your Estate Plan

    This currently allows heirs to sidestep taxes on gains accumulated before death. Current law treats capital gains on investments held at the time of a taxpayer’s death as freebies.

  • How to Prepare for Your First Estate Planning Meeting

    Death, taxes and childbirth! Insurance Documents Life insurance policies that pay out on death could help to cover your tax bill. whether there is any additional documentation you need to prepare, to protect them in the event of your death

  • The Importance of Elder Law for LGBTQ+ Seniors

    help protect their legal rights and ensure their wishes are carried out in the event of incapacity or death

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