Sentences with phrase «joint retirement assets»

It is important to consult with an expert, both to find out what is at stake and to come up with creative ways to stretch and divide any joint retirement assets.

Not exact matches

William has acted in a wide range of partnership disputes, with particular emphasis on the existence and obligations in informal partnership agreements and partnerships at will, the breakdown of joint ventures, dissolution, orders for sale of (and rights to buy) partnership property, secret profits, analysis of partnership accounts, expulsion and retirement, the duties of partners, and taking steps to protect confidential information and preserve partnership assets on an urgent basis.

According to Investopedia, other items that are not covered by a will are retirement assets, assets owned as joint tenants with rights of survivorship, and investments accounts that are designed as «transfer on death».

Start with your joint assets: joint bank accounts, investment portfolios, retirement assets earned during marriage, etc..

So, as many second homeowners are closing up their family retreats for the season, it might be a good idea for those at or nearing retirement age to think about how they might pass the asset down to the next generation — especially when multiple children and their spouses will be entering into joint ownership.