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Putting real or personal property into a trust allows the person who creates the trust to set some guidelines

ownership with rights of survivorship, which allows you to share ownership of an asset with another person

One of the important things an estate plan does is ensure that the deceased person’s creditors are paid Automobiles and Boats” worth $18.5 million and “Fine Arts, Antiques, Collectibles, Valuables & Other Personal

Make Annual Exclusion Gifts Under current tax law, a person can gift an individual up to $15,000 without

some other significant asset with your spouse or with another investor, and one of you dies, the other person If you have filled out paperwork indicating that an account is payable on death to so and so, that person

In other states, each person owns whatever is in his or her name.

When a person passes away without having legally married their partner, complications can arise.

The person you appoint to serve as your agent under your medical power of attorney – also sometimes referred

As we navigate the intricate web of Texas regulations and personal aspirations, the significance of having

Whether you are a cat person, a dog lover, or prefer the company of birds or guinea pigs, most people

Because an irrevocable trust is typically a separate legal entity, it’s not part of the estate of the person If the person creating the trust retained incidents of ownership in the policy (retaining power to change as collateral for a loan, or borrowing money against the policy’s value), it will be included in the person If the trust terminates at the person’s death and the trust distributes assets to the heirs, your tax But if the trust continues beyond the death of the person who created it, then some complex trust tax

As a personal representative of the deceased, you owe it to them to handle their affairs with fidelity