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348 items found for "generation skipping trust"
- How to Prepare Seniors with Dementia for a Hurricane
Even if you live inland and you have a generator, create a backup plan to ensure your safety.
- You Can Create Your Own Estate Plan – But Should You?
Multi-million dollar estates Disabled Children/Individuals with Special Needs Who May Require a Special Needs Trust
- Tighten Up Those Loose Ends in Your Estate Plan
If you just had your estate planning attorney draft a trust without changing the deed to your real estate to reflect ownership by that trust, most states would not let the real estate pass through your trust A trustee can list the house for sale within hours of your passing, but an executor of your will must
- Get the Whole Family Involved with Estate Planning!
However, you both might have let some things slip through the cracks. like a durable power of attorney, the executor of your estate, and the status of your will and living trust
- Don’t Use Your Will for Business Succession
That means if the business is generating some decent revenue, there’s a good possibility that estate Just a third of all family businesses make a successful transition to the second generation because many
- Essential Tips for Talking to Your Loved One About Your Estate Plan
This can be difficult if you have blended households or multiple generations of family members as keeping
- What Assets to Leave to Your Family
money and may have wonderful memories attached to them, or they may have been passed down through the generations gains, death and income taxes all come into play when planning for the transfer of wealth from one generation
- Attention Gen Xer’s: Mid-Life Planning is Calling
Generation X is hitting middle age! Bummer, to be sure. Kiplinger’s recent article, “7 Savvy Retirement Steps for Generation X,” has some strategies to get you Reference: Kiplinger’s (June 2016) “7 Savvy Retirement Steps for Generation X” #AssetProtection #IRAs
- New Orleans Saints Owner in Middle of Estate Battle
and the deadline is fewer than two weeks before the start of a scheduled jury trial over control of a trust The trust assets include nearly all of San Antonio-based Lone Star Capital Bank, 50% of five auto dealerships was nothing left to discover in the case since Renee has owned all the Shirley Benson Testamentary Trust The purpose of the litigation is to establish a new trustee for the Shirley Benson trust. Antonio Mayor Phil Hardberger and estate planning lawyer Art Bayern as temporary co-receivers of the trust
- Should I Pre-Plan and Pre-Pay for my Funeral Expenses in Texas?
Some funeral homes put that money in a trust fund or buy an insurance policy naming itself as beneficiary of “unknowns”, an alternative (and sometimes better option) is to work with an attorney to create a trust
- Harris County Probate vs. Non-Probate Property – Know the Difference
beneficiary is already designated on a life insurance or a retirement account Property is owned by a trust
- Harris County Probate Law – The Basics
With some exceptions, such as trusts, life insurance payments, retirement plans, and a few other things