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1 – locating the assets that make up the estate; 2 – notifying the beneficiaries and heirs that the decedent …
Any assets above the exemption are not subject to estate taxes until the surviving spouse passes away. The answer to …
Keep in mind that you will not receive a survivor benefit in addition to your retirement benefit; Social Security will …
“Per capita benefits are equally distributed to all living beneficiaries, whereas per stirpes payments are distributed to living beneficiaries and …
Consequently, there are multiple types of trusts, like marital, bypass, generation-skipping, and more. You can generally assign beneficiaries and make …
How Life Insurance and Annuities can Help with Estate Planning. 10 Things You Should Know About a Testamentary Trust.A testamentary …
An APT can even help deter costly litigation before it begins, or it can influence the outcomes of settlement negotiations …
Step 4: Asset Collection. To understand why let’s first look at how an ILIT works. How can I prevent the …
Most families have one. Accordingly, sometimes the lack of financial acumen has an actual cause, such as addiction or mental …
I am looking for an ideal special needs lawyer. Yes, Steve Bliss with Moreno Valley Probate Law offers the legal …