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319 items found for "joint trust"
- Harris County Probate Law – The Basics
With some exceptions, such as trusts, life insurance payments, retirement plans, and a few other things
- Look out: Medicare Changes on the Way!
However, the trust fund that finances Medicare’s hospital coverage is fully funded until 2028—that’s The 0.2% COLA that the trustees project for 2017 still could change with inflation.
- The Future of GRATs After November’s Election
Future of Popular Estate-Planning Tool May Hinge on Election,” discusses the grantor retained annuity trust With a GRAT, assets that are expected to appreciate are transferred to the trust for a retained annuity When the trust expires, any remaining assets left after the annuity is paid are given to the beneficiaries In a grantor retained annuity trust, if the assets produce a return in excess of the tax code Section
- Top Financial Considerations for Expectant Parents
can defer up to $2,500 per year of your pretax salary ($5,000 per year if you’re married and file a joint
- Don’t “Just Wing It” When it Comes to Retirement Planning
A properly created trust will help to avoid probate for the assets in that trust.
- Estate Planning Mistake No. 122: Neglecting Beneficiary Designations
They think their will or living trust controls their distribution. Classic estate planning mistake. of your non-probate assets every few years; and make sure the beneficiaries of your will and living trust
- Lost and Found in the Alzheimer’s Forest
It can be easy to point out when someone else may have dementia, but it can be difficult to recognize
- Protecting the Vulnerable: Texas Laws Concerning Guardianship
with guardianship are numerous and complicated so it will be necessary to engage the services of a trustworthy
- Secure Intellectual Property Rights for Your Estate
One idea is a life insurance policy purchased and owned by an Irrevocable Life Insurance Trust (ILIT)
- Make a Charitable Donation in Your Will and Watch It Work
stock can be transferred to the charity by arranging it with the broker or by doing so in a will or trust
- A CLOSER LOOK AT WILLS AND TRUSTS ADMINISTRATION IN HOUSTON
Wills and trusts administration is a big category of law, and it can be a little confusing to understand For the most part, though, wills and trusts administration involves the following: Assets Passed Under Administering Trusts This item is a little more obvious, considering we are talking about wills and trusts In cases where there is a trust, the attorney will work with the trustees or beneficiaries to figure Working together, the entire team will find ways to meet the requirements of the trust.
- Another Young Actor Dies Without a Will
Signing a POA lets a trusted person have a voice ahead of time.