What can you do if someone's hijacked your family's estate or trust assets? Perhaps a wrongdoer lied, cheated or stole their way to taking over the family ho...
David E Smith
Gold River, CA:
Related:
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Two Key Steps To Successful Estate Planning
Some of the most important work on your estate plan doesn’t take place in the lawyer’s office, or involve the details of wills or trusts.
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Wrongful Death and Intestacy: How to Collect Damages If There's No Will
When a person is killed due to the misconduct or negligence of another, a representative of the estate of the deceased may sue for wrongful death. But there are limitations on who can sue, and there is some confusion about...
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Need to transfer ownership of real property? Learn how this deceptively simple-looking process can have devestating consequences if not done correctly!
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Goldstein on Gelt: What are Transfer Certificates?
Discussing the process of claiming assets after a loved one’s passing. In Israel, a beneficiary needs a transfer certificate. What is a transfer certificate, why they are important, how to get one and what a beneficiary can expect during the process.
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How To Transfer Heirloom Real Estate
Keeping heirloom real estate in the family requires a lot of thought and some special estate planning strategies.
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Should I have a TOD (Transfer on Death) for my Brokerage Account?
Life insurance, IRAs, 401(k) plans and other retirement accounts pass directly to the beneficiaries you designate outside of your will. Brokerage accounts, on the other hand, generally pass to your beneficiaries through your will and must go through probate first, which can be time-consuming, public and expensive in some states.
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What to Know About Transfer-on-Death Securities and Deeds
Certain types of assets in your estate may contain transfer-on-death designations. Some examples include securities and deeds to certain types of properties.
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How To Transfer a Family Business to the Next Generation
Many people who seek estate planning advice are owners of family businesses, and one of their chief concerns is how to pass on the business to the next generation. The fact is, there are almost as many ways to transfer …
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How to Transfer Family Assets Through Successful Family Meetings
Research has show that 70%* of wealth transfers fail from one generation to the next. Family meetings are one vehicle that can be used to help all members of the family gain a greater understanding of family assets and values. But despite the usefulness, family meetings are seldom held. Parents
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Should I Use a Transfer on Death Account to Avoid Probate?
A transfer on death account is an account that has a beneficiary, and you can name multiple beneficiaries.
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How to Choose a Wrongful Death Attorney
While choosing the right attorney can be a complicated process. Some important factors that should be considered when choosing Wrongful Death Attorney
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How Do You Begin A Wrongful Death Case?
A wrongful death case can only be brought by the personal representative of the deceased person’s estate.
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What are the Biggest Blunders in Wealth Transfer?
We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?
youtube.com
What Can You Do If Estate Property is Wrongfully Taken?
These things happen: a loved one dies. Their estate is unsecured. Relatives, neighbors and friends gather to honor the decedent. Somewhere there is conflict ...
farmprogress.com
How would transfer at death tax work?
A discussion of how the American Jobs Plan may change inheritance plans.
theglobeandmail.com
How to manage the tax implications of transferring a new client’s assets
Some clients have been investing for years and may have built up substantial unrealized capital gains
ml.com
How to Transfer a Business to a Family Member with Retirement in Mind
Tips for how to transfer business ownership to a family member. Considerations for how to structuring your business transfer that could benefit your family and retirement income.
houstonchronicle.com
After spouse’s death, what is the easiest way to transfer property?
Q. My brother and I are both in our 70s, divorced, have no children. We live...
