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Trust planning can be complex, which is why it should always be handled by an experienced estate lawyer...There’s no telling what kind of emotions might be on the table at that time
Watch out for these common issues: Failing to include contingency beneficiaries on a retirement account Not planning for the potential of your spouse remarrying someone new, and thus making that new spouse eligible for money you had intended to set aside for children Failing to account for the impact of aging parents Failing to think about incapacity and what your plans would be if something left you with a disability Not thinking carefully enough about trustee appointments or power of attorney selections Although these might seem minor, they can have major implications for your estate and for the loved ones you leave behind
Just a few of the statistics that triggered the connection for Lowe include: The cost of care around the country in a nursing home or a living facility, could be $87,000 a year or higher 70% of those individuals above age 65 will require some type of long term care at least once Nearly 60% of Americans are not comfortable talking to their families about their long term care needs The need for long term care is one thing, and it’s certainly a lesson that is becoming more real for adults everyday as they struggle with the difficulties of helping aging parents
If you are an International Member of FPA and have not yet decided if you will attend FPA Experience San Diego, I would like to share my very first attempt at a YouTube video where in 4 minutes I outline the many great reasons to be there. YouTube http://www.youtube.com/watch?
The April 2024 Investment Planning Knowledge Circle will be held on Tuesday, April 23rd at 3 pm ET. Guest speaker Scott Edgcomb with MFS Investment Management will be presenting, "Growth - Staying the Course." In this Knowledge Circle session, Scott will be covering: Dealing with increased market concentration Focusing on earnings growth over full cycles Opportunities outside of megacap Scott T
04-23-2024 | 15:00 - 16:00 ET
The trust specifically appoints a Legal Fiduciary by name to be the custodian and not the mother. The legal Fiduciary wants the business entity,which is a LLC , to be the custodian and not him individually. As far as I know only a person can be a custodian for an UTMA account. Any help would be appreciated
1 Comment - For example, in TX where I am located, the statues only provide for individuals/persons to be custodians for UTMA...but in some instances, a trust company could serve as custodian verses an individual
Will You Be Impacted by the New Jersey Death Transfer Tax? August 27, 2014 Filed under: DING , Estate Taxes , Inheritance Taxes , New Jersey Planning , NING — Tags: Will You Be Impacted by the New Jersey Death Transfer Tax?
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This is shaping up to be a very exciting year for the FPA here in MA...Based on size, involvement, activities, and contributions to the community, the MA chapter has much to be proud of. Our volunteerism is without peer
It's hard to believe that we have already passed the first three months of this year. Time seems to be racing by but thanks to the efforts of so many creative and committed members of the FPA of MA Chapter, we have lots to celebrate
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