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Estate Planning Notes - Informal Posts for EveryoneInformal Posts for Everyone
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Informal Posts for Everyone
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Informal Posts for Everyone
Acquisition of an Asset by a Maiden-Name Couple: Another Estate Planning Event
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Informal Posts for Everyone. Acquisition of an Asset by a Maiden-Name Couple: Another Estate Planning Event. September 12, 2016. Written by Paul M. Stokes. I will refer to such couples as “maiden-name” couples. As far as the on-line brokerage firm was concerned, however, Peter and Amy owned the account as “tenants-in-common.” Nothing in the documentary history of the account indicated that Peter and Amy were married to each other at the time they opened the account. As far as the brok...In Florida, howev...
Assets Archives - Estate Planning Notes
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Informal Posts for Everyone. 8220;But I Thought My Assets Were Already in my Trust! February 27, 2016. Written by Paul M. Stokes. Revocable Trusts have been sold by many in the estate planning industry as the panacea for all difficulties in dealing with assets when their owner dies. “If I have a Revocable Trust,” a layperson might say, “then I avoid probate.” This idea often reflects the mistaken impression that a person’s mere signing of the trust […]. December 14, 2015. Written by Paul M. Stokes. This ...
Adoption Archives - Estate Planning Notes
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Informal Posts for Everyone. Adoption In; Adoption Out. January 10, 2016. Written by Paul M. Stokes. Adoption is a two-edged sword. One may be adopted into a new family, but the result of that circumstance is that one may be adopted out of another. Here is an example. My clients were grandparents. Their daughter and her husband had two children, two boys, and their son and his wife had one child, […]. About Paul M. Stokes. More About Paul M. Stokes. Stokes McMillan Antunez, P.A. Send to Email Address.
Estate Planning Notes - Page 3 of 7 - Informal Posts for Everyone
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Informal Posts for Everyone. 8220;Privatizing” Estate Settlements. March 28, 2016. Written by Paul M. Stokes. See the excellent blog post by my partner, Juan C. Antunez, entitled "2014-15 Probate Court Filing Statistics," which supports the following thesis: Keeping estate settlements, whether a decedent's estate ("probate") or an incapacitated person's … [Continue reading]. Aging Clients: When Two Trustees are Better than One. March 27, 2016. Written by Paul M. Stokes. March 19, 2016. March 12, 2016.
Step-Dad as Health Care Surrogate for a Minor Child
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Informal Posts for Everyone. Step-Dad as Health Care Surrogate for a Minor Child. May 13, 2016. Written by Paul M. Stokes. I discussed Florida’s new. Designation of Health Care Surrogate for Minor. As I have earlier discussed. Designation of Health Care Surrogate for Minor. That names the step-dad as the surrogate for the daughter. Leave a Reply Cancel reply. Your email address will not be published. Required fields are marked *. Notify me of follow-up comments by email. Notify me of new posts by email.
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Estate Planning New York Group
Welcome to the Estate Planning New York Group. Raquo; Welcome to the Estate Planning New York Group. Welcome to the Estate Planning New York Group. 8220;Every prudent man acts out of knowledge”. Biography for Lawrence J. Peck, Esq. For a more detailed biography of Larry Peck, including his areas of specialization. For access to the 29 Most Common Estate Planning Mistakes. Who Should Draft a Living Trust for Me? Is My Living Trust Still Valid if I Move to Another State? How Much Does a Living Trust Cost?
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Estate Planning Information for NH. Most people will benefit from a properly drafted estate plan. Even if a person has modest assets, the documents created in the estate planning process are of great benefit in assisting a person's family in administering his or her affairs should he or she become ill or incapacitated. These doucments may include, but are not limited to:. Durable Power of Attorney (for financial matters). Durable Power of Attorney (for health care). Related or Useful Links.
Estate Planning for You
Estate Planning for You. In this blog, Gary Botwinick will discuss estate planning issues of importance to your family. The blog will try to address the most timely and relevant issues to clients and friends of the firm. Of course, anyone is welcome to browse the blog. Please feel free to post your questions about the tax implications of your estate plan and other related topics. The law firm of Einhorn, Harris, Ascher, Barbarito and Frost, P.C. Wednesday, August 11, 2010. 11 * *Illinois 23. New Mexi...
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Estate Planning | Wills & Trusts | Estate Taxes
Dying Without A Will. Gifting As Part Of An Estate Plan. What Will Happen To Fed. Estate Taxes After 2012? How To Get Started. Dying Without A Will. Gifting As Part Of An Estate Plan. How Large Can An Estate Be Without Paying Federal Estate Taxes? What Will Happen To Federal Estate Taxes After 2012? The content of this site is intended to provide information about Estate Planning. By BizCom Web Services, Inc.
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Estate Planning Notes - Informal Posts for Everyone
Informal Posts for Everyone. Default Takers: Unmarried Decedents. October 18, 2016. Written by Paul M. Stokes. In estate planning, “default takers” are the beneficiaries under a Will or Revocable Trust who “take” (that is, who receive the assets controlled by one’s Will or Revocable Trust at his or her death) when all of the. Beneficiaries have predeceased the testator or settlor and there are no alternate beneficiaries described in the document. (By. But the decedent had no descendants. But the decedent...
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Law Champs, LLC - Estate Planning Law
Staff and Attorney Profile. What is Estate Planning? Who needs Estate Planning? What is included in my Estate? What is involved in Estate Planning? What is a Will? What is a Revocable Living Trust? Who should be my Executor or Trustee? LAW CHAMPS, LLC. Let a professional legal team help you secure your family’s future. Preserving your wealth during and after your lifetime. Designating someone to manage your assets for your benefit should you be unable to do so. Durable financial powers of attorney. Our e...
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