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128 items found for "joint ownership"
- Estate Planning for Virtual Assets
Also known as RUFADAA, the legislation established rules around digital account ownership.
- KEEPING YOUR SPECIAL NEEDS TRUST UPDATED IN HOUSTON
At this point, you are able to reflect on any changes that have taken place in your life or that of your Life circumstances change, and someone who was named as a trustee at one point may no longer be the right Making a point to meet annually with your special needs lawyer in Houston provides the opportunity to
- Common Bad Excuses For Putting Off Estate Planning
Add the person you want to inherit your assets as a joint owner.
- Harris County Probate vs. Non-Probate Property – Know the Difference
Property will be considered non-probate property if: There is a joint owner with right of survivorship insurance or a retirement account Property is owned by a trust with named beneficiaries In these cases, joint At the time of death the property will pass automatically to the joint owner or beneficiary without the
- Yours, Mine, and Ours: Estate Planning In a Community Property State
It is generally viewed as being more fair to women, since a wife can take over ownership and control however, you purchased the property after you were married, and you die, your spouse may now have sole ownership
- How to Prepare for Your First Estate Planning Meeting
could create a simple table which lists the type of account, the amount it holds and whether it is in joint
- ADVICE FROM A HOUSTON PRENUPTIAL LAWYER REGARDING SECOND MARRIAGES
Wills and trusts come into play when looking at inheritance, so the prenup is more of a starting point than an ending point when it comes to laying out your longest-term plans.
- Don’t Be Shy: Talk to Parents About the Future
With that in mind, NASDAQ’s article, “Long-Term Care and Wealth Planning for Aging Parents,” points says that there’s about a 70% chance that a 65-year-old will need some type of long-term care at some point
- Going, Going, Gone: True Gifts Can’t Be Taken Back
heirlooms or even a piece of property remain “in the family” is to create a trust that can take over ownership
- What a Tangled Web We Weave By Signing Documents We Don’t Read
one of you dies, the other person will either become the sole owner of the asset or will now share ownership
- How to Deal with Greedy Family Members after a Death
If you spot discrepancies with what greedy family members claim, point to the hard evidence in writing Joining together with others named in the will gives important emotional support and a united front based outlining risks and costs candidly so clients can make informed decisions Leveraging legal pressure points
- How to Divvy Up Personal Assets Without Splitting Up the Family
be turned into cash (if you wish for the property to be sold upon your death) or co-owners can share ownership