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In most cases, if you have a will that’s prepared by a local estate planning attorney and then you move There are states that have restrictions on non-family members serving as executors for those who live

Perhaps you have guessed my answer. It is “Yes!” of course. Who will he or she turn to when they have questions?

Any net investment return above the loan rate is considered a tax-free transfer of wealth to the younger Those that have already used this strategy may think about refinancing to lock in low rates and to extend Meet with an experienced estate planning attorney to determine if these wealth transfer strategies make

The estate tax impacts just a small number of Americans, but those who are affected have a heavy burden If it’s an irrevocable trust, you won’t have to pay GST tax even if the value of the trust assets increase

These deeds have similar goals, such as avoiding real estate recovery, but they have a few key differences For example, if you have a sentimental item you’d like to pass down to your child, you can specify that

Prepare Advance Directives If you have an adult child that has the capacity, it is important that they Having a medical power of attorney will allow the person to designate a representative to make medical

The beneficiary must be classified as disabled according to Social Security standards, meaning they have You will have more say in how your special needs trust is managed, which provides greater peace of mind While having the ability to establish your own trust, there are some drawbacks to a first party trust

Trusts Remain the Same A revocable living trust that was validly prepared in one state is typically honored Still, you will want to review your trust and ensure it is up to date once you have moved.

change “was all part of a carefully orchestrated plan by Gutnick to prohibit Scaife family members from having So, if Jennie is going to successfully recover some of the estate, she’ll have to show she was included

Bernard Spitzer stipulated in his will that about $250 million of his wealth should be left to charity

You might assume that someone who lived such an extraordinary life, or who died so long ago, would have However, a look at Houston’s will reveals he had many of the same concerns and goals as we do today. will As you can read below, thanks to the Travis County Clerk, Houston’s will includes many of the same this my last will, and return of an Inventory of my Estate, the County, or other Court of Probate, have And it is wonderful that we have historical records like this to look back on.

stark look at the current intestacy system, and a reminder that without an estate plan in place, you have A Portrait Of A Millionaire The millionaire in question is not someone who you would have read about Texas law works the same way. Brown have preferred to leave his fortune to Catholic Relief Services? If so, why didn’t he sign the form that would have made that happen?