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‘Bye Bye Love’ Rocker Ric Ocasek Cuts Wife Out of Will
“Late Cars’ singer Ric Ocasek cut his estranged, supermodel wife out of his will, claiming that she ‘abandoned’ him, the now-public document reveals.
What Does an Executor Actually Do?
One common trouble that many executors overlook: dispersing personal possessions that have little financial value but great sentimental value.
What Are the Rules About an Inheritance Received During Marriage?
An issue that frequently arises is the treatment of an inheritance received by a spouse during the marriage. The basic rule is that any property received via gift or inheritance during the marriage is exempt from equitable distribution.
Blended Families Need More Thoughtful Estate Plans
When the first spouse dies, the surviving spouse may not remain as close with his or her stepchildren. Small irritations which were overlooked during the lifetime of the spouse who died, may become outright disputes.
A Good Estate Plan Equals Peace of Mind and Peace in the Family
More than likely, most people may not want to envision a time spent in court, arguing with siblings and other family members, or fighting with financial institutions and health providers to uphold end-of-life wishes and the management of personal assets.
As a Trust Beneficiary, Am I Required to Pay Taxes?
Beneficiaries of a trust typically pay taxes on the distributions they receive from the trust’s income, rather than the trust itself paying the tax. However, such beneficiaries are not subject to taxes on distributions from the trust’s principal.
Not Having a Will Should Scare You and Your Family
Your will is one of the most important documents you will ever sign. However, to think that over 70% of people don’t even have a will is, indeed, quite frightening.
What are the Biggest Estate Planning Errors to Avoid?
It is estimated that more than 50 percent of all Americans don’t have a will, and in our Future File business, we have estimated that less than 10 percent of the U.S. population has a complete legacy and wishes planning system.
What Will New Acts of Congress Mean for Stretch IRAs?
I am concerned about the SECURE and RESA acts currently being considered in Congress. If either of them passes, my children will lose the inherited stretch IRA ability and face a much higher tax bill upon my demise.
Should I Use a Trust to Protect My Children’s Inheritance?
We have approximately $1.5 million in cash and investments, mostly in Certificates of Deposit (CDs). Our mortgage is paid and we have no debt. We have three adult children. Should we put out assets into a trust to better protect them for the future?