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358 items found for "retirement trust"
- How to Prepare for Your First Estate Planning Meeting
Many people believe that, unless they own huge sprawling mansions or complicated trust funds, they have
- Use a Reverse Mortgage to Buy a Home
However, US News tells us in “How to Buy a Retirement Home with a Reverse Mortgage“ that you can also This is nice for folks who want to relocate and can’t afford mortgage payments in retirement or are unable Reference: US News (November 30, 2015) “How to Buy a Retirement Home with a Reverse Mortgage” #HoustonAssetProtection
- Sacramento County Cracking Down on Elder Abuse
in Sacramento County, California, with greater public awareness of these crimes, more baby boomers retiring
- What Assets to Leave to Your Family
But some assets don’t get this step-up in basis—like retirement accounts.
- Michigan Latest to Enact Digital Assets Legislation for Loved Ones
Elder Law Attorneys (NAELA), the Center for Democracy and Technology and the Association of American Retired
- That First Child Means More than Late Night Feedings and Dirty Diapers
is a perfect opportunity to review beneficiary information on insurance policies, bank accounts and retirement
- 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
- 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
- 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
- Can Bret Favre Help You Talk about Estate Planning with Your Family?
For example, on Thanksgiving at the Packers-Bears game at Lambeau Field, Favre’s now-retired #4 Packers
- 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
- Make your 2016 Financial Picture Bright
your total exposure to the stock market makes sense given your risk tolerance and your proximity to retirement
