Sentences with phrase «other estate documents»

We can revise and draft the estate planning documents you need to feel confident in the future, including wills, trusts, powers of attorney and other estate documents.

An AHCD is often included in an estate - planning package with other estate documents such as a trust or a will.

In Oregon, as in most states, you can not leave money directly to your pets, however, with OHS's unique Friends Forever Program, you can make provisions for the care and adoption of your surviving pets through your will or other estate documents.

Not exact matches

Personal property is something that people often fail to consider when drawing up wills and other estate planning documents, attorney John J. Scroggin told an audience of financial planners last week at the FPA Be conference in Nashville.

Half of the documents you draft provide instruction for divvying up your estate after you die, but the other, and potentially more important, half outlines directives for handling your finances and medical care if you become disabled.

Actual results could differ materially from those expressed in or implied by the forward - looking statements contained in this release because of a variety of factors, including conditions to, or changes in the timing of, proposed real estate and other transactions, prevailing interest rates and non-recurring charges, store closings, competitive pressures from specialty stores, general merchandise stores, off - price and discount stores, manufacturers» outlets, the Internet, mail - order catalogs and television shopping and general consumer spending levels, including the impact of the availability and level of consumer debt, the effect of weather and other factors identified in documents filed by the company with the Securities and Exchange Commission.

A New York Times investigation published last year found that the family had documented assets of more than $ 160 million, a conservative figure that did not include bank accounts, real estate, assets held by proxies or other wealth not reflected in publicly available records.

Mr. Cohn also holds investments in real estate and other private entities, according to the new documents.

Investors are able to view the borrower's real estate project proposal, due diligence documents, ARV / LTV, interest rates and other pertinent information in order to determine whether or not the borrower's project is a good fit for the investing portfolio.

Are you using a standard real estate purchase agreement (same as if you were purchasing a house off of the MLS), or some other document?

Retirement plans, including 401ks, pass on to your heirs according to the beneficiary designation, and not according to a will or other estate planning document.

For months now Roger Kalisiak has lugged an 8 - inch - thick stack of maps, reports and other documents all over Hoffman Estates.

These in addition to other banking documents, including real estate documents have been recovered.

The evidence at trial and publicly filed documents in the case established that, among other things, Sampson, as an attorney practicing in Brooklyn, embezzled funds he held in escrow from the sale of real estate properties.

This list can include life insurances, long - term care plans, joint accounts, power of attorney documentation, IRAs and other investments, and any estate planning documents like a will.

Although there may still be other reasons to use a CST, you might consider reviewing your estate planning documents with your attorney to determine whether allowing more flexibility in the funding of a CST, or the use of portability, is appropriate in your current situation.

Section Five: Other Retirement Considerations will help you determine what to do with your mortgage and also which estate planning documents you need to obtain.

However, prices are higher if you choose to hire a real estate attorney to help you with the contract and other documents.

Think of your estate planning documents as the flight plan and the life insurance proceeds and other valuable estate assets as the airplane.

It's a common scenario for people to make beneficiary designations first and draft other estate - planning documents later, when their families have grown.

Court documents cited Jim Nantz's $ 3.2 million salary from CBS and other assets, including millions in other income, shared investment accounts, real estate and other property.

The plan documents approved by the IRS for a truly Self Directed IRA include the options for investments in real estate of all kinds, precious metals, tax liens and both secured and unsecured notes and at least 40 other asset classes.

A basic will costs $ 199, plus you can add other estate planning documents if you want them.

This document contains final regulations that provide transition rules providing that executors and other persons required to file or furnish a statement under section 6035 (a)(1) or (2) regarding the value of property included in a decedent's gross estate for federal estate tax purposes before June 30, 2016, need not have done so until June 30, 2016.

Filed Under: Life Tagged With: Estate Planning, Preparing a Trust, Preparing a Will, Setting Up A Trust, Setting Up a Will, Trust Documents, Will, Will and Trust Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

The Letter of Direction is not legally enforceable but is written by you and kept with your estate planning documents and / or other important papers.

Through audio interviews with founders and key staff, a reading room of magazines and publications, documentation, ephemera and narrative descriptions, the exhibition will tell the story of pioneering spaces — like P.S. 1, Artists Space, Fashion Moda, Taller Boricua, ABC No Rio, The Kitchen, Franklin Furnace, Exit Art, 112 Greene Street, White Columns, Creative Time, Electronic Arts Intermix, Anthology Film Archives, Storefront for Art and Architecture, Just Above Midtown, and many more — as well as document a new generation of alternative projects such as Cinders, Live With Animals, Fake Estate, Apartment Show, Pocket Utopia, Cleopatra's, English Kills Art Gallery, Triple Candie, Esopus Space, and others.

This book documents Marlborough Chelsea's 2012 exhibition of the same name and expands upon its core themes with ancillary texts and ephemera, including interviews and other written works by Alex Waterman, J.G. Ballard, Richard Prince, James Frey, Pierre Huyge and Philippe Parreno, The John Fare Estate, The Anabel Vale Archive, J.T. LeRoy / Laura Albert, Kurt Schwitters, François Aubart, Raimundas Malasauskas, and Mark Flood.

Other names for this document: Real Estate Referral Fee Agreement, Business Referral Agreement

Making sure your legal health is in a good state, such as updating your estate planning and other legal documents, will help give you and your loved ones the peace of mind in the case that something happens.

Your will plays a big part, but a complete estate plan includes other documents, like a power of attorney that lets a family member make financial and medical decisions on your behalf, or a living trust to provide for your children without the hassles of probate court.

Notary publics can help clients with certifying or notarizing documents, prepare contracts and wills, swear affidavits, and help in some real estate transactions, and some other legal services.

If you want to avoid costly probate proceedings and minimize your estate tax liability, we can draft trusts and other documents to help you.

Other names for this document: Estate Size Worksheet and Tax Estimator

(As noted in the original article, Manitoba does not have general purpose «functional equivalent of writing» legislation in effect, for real estate or other kinds of document.)

If you'd like an attorney to review your Will and other estate planning documents, you can find a lawyer on our website to give you a legal review.

Q: Besides real estate leases, are there any other examples of how HighQ, Neota, and RAVN or KIRA handle other types of documents and processes?

The final but still critical phase of a wrongful death lawsuit involves gathering documents, testimony, and other evidence to show the amount of compensation that the decedent's Estate should be awarded.

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For example, I had a client with real estate in Italy translate mortgage statements and utility bills and other business documents in Italian.

Particularly in estates, trusts and other areas of family law, where the preparation of documents is increasingly automated, individual clients can frequently obtain services for a fixed fee.

A person making a simple will should also consider preparing other basic estate plan documents, including durable powers of attorney for financial and health care matters, as well as a health care directive.

Consider having an experienced lawyer such as Susan Eleff review your current will and other estate planning documents in light of those changes, as well as to accommodate a change in financial situation, a change in state of residence, a change in family composition, or a change in family dynamics that may warrant a modification of the disposition of your estate.

Despite section 2 of the Statute of Frauds Act, section 9 of the Conveyancing and Law of Property Act or a provision in any other statute or any rule of law, an electronic document that creates, transfers or otherwise disposes of an estate or interest in land is not required to be in writing or to be signed by the parties and has the same effect for all purposes as a document that is in writing and is signed by the parties.

A Notice to Heirs document enables you to officially notify those family members, and others mentioned in the Will, that they may be potential heirs to the estate.

«We handle divorces, child custody disputes, and draft wills, trusts, medical directives, and other estate planning documents.»

My real estate clients only have to see me once — at the document review / signing appointment at which time I develop my personal rapport with them so that they will feel comfortable in calling me months or years later with other problems, most of which I solve without a fee.

Estate of Patricia Connor deceased, 2016 BCSC 1934 dealt with the court ordering examinations for discovery and production of various documents in an action between half siblings of the deceased and a purported spouse of the deceased as inter alia the parties knew little to nothing about the other.

Available documents relate to estate planning, living wills, domestic partnerships, financial and healthcare powers of attorney, co-parenting agreements, and other topics.

Other names for this document: Probate and Estate Administration Worksheet, Estate Administration Checklist