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244 items found for "transfer of death"
- Make Sure You Receive All of the Benefits for Serving Our Country
One often overlooked benefit is the ability to roll over a military death gratuity or SGLI death benefit
- A Hard Look at IRAs as Beneficiaries
To be treated as a see-through trust, a trust must be irrevocable as of the date of death of the owner This has to be done by October 31st of the year following the year of the original IRA owner’s death.
- What the Heck is a Pooled Trust?
one with disabilities is a child, you need to ensure that they will be cared for in the event of your death
- What Do I Do with My Powerball Millions and How Do I Keep it Quiet?
In this strategy, the lottery proceeds are paid into the Claiming Trust and then almost immediately transferred
- Want Estate Planning? No, You Need It!
There are many reasons people put off estate planning, like discussing death and dying.
- Complete a Complete Estate Plan
Review beneficiary designations regularly to be sure the money in your accounts or the death benefit
- Make Lower RMDs When Your Retire
retirement plan account when you reach age 70½, but Roth IRAs do not require withdrawals until after the death
- Celebrity Estate Planning Leaves a Lot to Be Desired
He was separated but not divorced from his second wife at the time of his death.
- Help Your Kids to Understand Your Estate Planning Strategy
these situations, ask your estate planning attorney to create a trust to hold your assets after your death that might not be easy, leave a letter of instruction to be read–or a video to be shown–after your death
- Be Smart When You Say “I Do” the Second or Third Time
That may not be what you wanted, and if you want everything to go to your children upon your death, you
- Daughters of Two Late Celebrities Push for Elder Law Legislation
the legal standards for conservators, including a duty to inform relatives of a subject’s illness or death When Falk died at the age of 83, Catherine and her sister learned of his death from the media and were
- What If I Don’t Want to Be an Executor?
An individual is free to decline or renounce an appointment after the testator’s death, so a decision