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if your spouse passes away or before giving someone a gift, consult with an expert so the estate can transfer

When it comes to managing their financial lives, those in the generation born between 1982 and 2000—about If yes, look to the millennials for some guidance and remove them from your wallet.

If a loved one who has passed did his or her homework in advance of death and properly prepared and executed Because of this, some folks chose to create revocable trusts and pour over their testamentary assets

help you protect your assets and ensure they are distributed according to your wishes when the time comes While it is true that you give up some control when you create a trust, you can still maintain a significant amount of control, particularly when it comes to revocable trusts. Misconception 8: Trusts Are Irrevocable While some trusts are irrevocable, many are not. Misconception 9: You Need a Lot of Money to Create a Trust While some trusts require significant assets

It can be easy for many people to feel hopeless when it comes to a diagnosis of dementia. Out of this difficult time, Tamara realized her passion for helping people and creating hope for the the client can make the biggest difference and to be honest, exercise and nutrition are hands down some It all comes down to how badly you want to maintain your independence and dignity as you age and taking

That catch is that some states have requirements when forming an LLC that would identify the name of In this strategy, the lottery proceeds are paid into the Claiming Trust and then almost immediately transferred

But what happens if you are divorced and can not come to an agreement with your ex-spouse as to who should death and you share custody, your children will be raised by the surviving parent, unless there is some

retained incidents of ownership in the policy (retaining power to change beneficiaries, canceling or transferring But if the trust continues beyond the death of the person who created it, then some complex trust tax

They began their search, but were surprised by what they were and were not finding around Brown’s home why it is critical to do more than talk to your family about your end of life wishes, or half-way DIY some

In addition, there are some important “first time” decisions to be made, like naming a guardian. When it comes to handling the money issues, you can choose someone other than the guardian to be named

Because of the growing demand for funeral pre-planning, local funeral homes are also responding by offering should be aware that here in Houston the state of Texas, there are rules that often require the funeral home Some funeral homes put that money in a trust fund or buy an insurance policy naming itself as beneficiary If the funeral home invests the money you pay them, do they get to keep the interest or do you? If you would like, we have an expert that can review the funeral home contract that you are currently

estate planning tools you can use when considering your charitable giving this year and for years to come