Category Archives: Wills

The Complete Guide to Planning Your Estate in Michigan: A

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Applicants must currently be offering estate planning services, have at least five years of experience, and hold one of the following: AEP applicants must complete two graduate-level courses through The American College, one in advanced estate planning and one approved elective, or pass two 2-hour exams. A thorough knowledge of estate planning is essential, but sometimes clients need more — and Lommen Abdo is prepared. And maybe you have other places to keep money for a rainy day.

A Practitioner's Guide to Probate Disputes

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A: If the house was owned in joint tenancy, you became the sole owner upon his death. Trusts can also be used to hold life insurance outside of your taxable estate for the purposes of paying anticipated estate taxes or to leave property to charity, while retaining the income or benefit of the property during your lifetime. Settling a decedent’s estate under the terms of the decedent’s last will and testament and revocable living trust, consistent with Virginia’s probate laws and the federal tax system.

Wills, Probate and the Administration of the Estates of

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However, David Frees and the lawyers in his section, offer personal representation in the following areas: Building your net worth can take years and it is crucial that you take precautionary steps to protect your assets. With offices in North Miami that serve clients throughout the Miami area, State of Florida and even across the country, our firm consists of ten Miami estate planning attorneys with expansive backgrounds and experience.

Inheritance Tax in Scotland 2016/17 (Core Tax Annuals)

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The ultimate goal of estate planning is to devise a holistic plan for an individual's life and affairs. Werst is conveniently located in West Linn, a suburb of Portland. Las Vegas Estate Planning and Probate Attorneys: Grant Morris Dodds We, the attorneys at Grant Morris Dodds, are recognized leaders in our legal field, bringing a wealth of experience, education and enthusiasm to our enterprise, which allows us to provide clients with a high level of service, at a reasonable fee.

Law of Trusts

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The Court of Appeals held the Minnesota estate recovery law [went] beyond what is allowed at federal law. Meeting various court and tax deadlines, promoting family harmony, and minimizing both income and estate taxes are prime considerations in the estate and trust administration process. For example, if you have a bank account that allows you to name a transfer-on-death beneficiary, that beneficiary will inherit the money in the account as soon as you die.

A Will Is Not Enough in Nebraska

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A “discretionary trust” gives the trustee discretion over how, when, and if the beneficiaries may access trust assets. Contact Nancy Charlton in our office to schedule an initial meeting (phone 434-817-4001). Extra taxes or estate administration expenses may be incurred. A good question, because by now you’ve probably figured out that most of the “companies” out there are actually just some guy working from his basement, trying to make a living by persuading you to spend your money.

A Will Is Not Enough in New Jersey

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In the informal process, the personal representative may pay debts and inheritances and may otherwise administer the estate without the court’s supervision. A will is a written document that sets out your wishes about what happens to your assets after you die. Depending on the situation, it can be a disastrous plan to rely on this as the estate plan. The court recognized that its ruling may cause suffering for many people, but it ruled that people must persuade Congress to change the law.

Family Provision on Death (Practice Notes)

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The insurer will then pay 75% of the cost of your prescriptions and you will pay 25%. With a proper Estate Planning, the following benefits can be derived: 1. Even if you have determined how the estate assets are to be distributed, without estate tax planning, the assets and properties left to your heirs and beneficiaries can be greatly impacted. We ask you questions to gain the background information and discuss potential estate plan structures and options.

Trusts and Powers

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Language: English

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Get a will - and set up a trust for your kids. We can help you draft a power of attorney as part of your estate plan. It spells out how the company will be valued, what happens if someone gets divorced, and what to do when someone dies. Can you help me make smart choices about things like buying insurance, saving for college, and retirement planning? You can have the best business structured and the best legal plan set up for your family, but if your assets are not structured properly and if your business does not stay in compliance, it’s all a false sense of security because when push comes to shove and the crisis happens, those legal documents won’t work.

Law of Trusts: 1991/93 Examination Questions Suggested

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A will affects many people’s lives, so the process and the documents drafted should be well-thought out and given the care and attention they deserve. Mark also brings the firm an extensive knowledge of tax law. Success on this voyage—as with all things—depends upon being well prepared. A: This would be placing your house in joint tenancy or as joint tenants with the right of survivorship. With just a 150 acre farm, at average values, you potentially have estate tax exposure.