Life Insurance

  • 5 Things You Need to Know About The Estate Planning Process

    …. Financial Asset Beneficiaries Having a name for all financial assets makes things run smoother, as all institutions can simply disperse the funds to their exact given holders. Having a beneficiary name on a particular item or asset avoids the probate process. This most commonly will occur in life insurance policies and retirement plans. Most…

    The Law Office of Jeremy Howe- 14 readers -
  • Estate Planning Steps to Take Before, During, and After a Divorce

    … to hold your assets. If you don’t have any assets that would go through probate, then a Will-based plan may be fine. An RLT is an entity that helps you to avoid a conservatorship if you are incapacitated, and a probate if you die. Both of these are expensive court proceedings that most people who own any assets wish to avoid because of the cost, time…

    Brasier Law- 19 readers -
  • Charitable Giving Tax Credit: Use It to Your Advantage

    … not simply giving for the sake of giving, though that is a noble cause. You are also getting as well. Gifting of Life Insurance The gifting of life insurance is another great way to earn the charitable giving tax credit. Life Insurance is gaining steam as a popular gift, as it puts your beneficiaries in far better position, while earning you…

    The Law Office of Jeremy Howe- 16 readers -
  • 4 Common Legal Concerns Faced by Elder Law

    …Elder Law, Common Concerns Elder law is just as it sounds; law focused on the elderly and their needs at the end of their lives. This means estate and long-term care planning. This type of law also covers things such as power of attorney, and guardianship. While there are attorneys well versed in some areas of elder law, it is important to find…

    The Law Office of Jeremy Howe- 23 readers -
  • The Jose Fernandez Estate: Questions, Uncertainty

    … uncertainties arise regarding Fernandez’s estate. Estate Assets Fernandez’s estimated career earnings were approximately $6,500,000. His estate may also be in line to receive accidental death and/or life insurance from Major League Baseball and its affiliate beneficiary programs, in addition to any policies he may have obtained individually…

    Florida Probate, Trust and Estate Blog- 12 readers -
  • Using a Predatory Lending Defense Against Foreclosure in NY

    … to refinance personal debts into a mortgage loan Loans that have high fees and costs Selling disability insurance or life insurance with a mortgage loan Not disclosing which brokers to which fees will be paid Allowing refinancing multiple times and charging high fees Not requiring all appropriate income documentation Charging excessive…

    Ronald D. Weiss, PC- 11 readers -
  • Surviving Spouse Rights in Florida

    … as a tenant in common. This is a very important election, because in Florida, owning a life estate can often be more costly to maintain than the benefit is worth, given the high cost of ownership of real estate in Florida as a result of property taxes, insurance, and homeowner association dues. By making the election a spouse can force the sale…

    Florida Probate, Trust and Estate Blog- 10 readers -
  • Benistar Founder in Jail – Finally (419 Plans Post)

    … expensive, life insurance policies. Simply stated, promoters claimed they had found a loophole that allowed business owners and others with large profits to shelter those profits through life insurance. Although these arrangements sound good on paper, they are considered abusive tax shelters by the IRS. In the center of both types of tax schemes…

    Due Diligence- 15 readers -
  • Florida Slayer Statute in Federal Interpleader

    … that a murder conviction is not required, only that the court determine it "more likely than not" that the person wrongfully caused the death of the decedent. In Stephenson v. Prudential Insurance Company, 2016 U.S. Dist. LEXIS 123888 (MD Fla. 2016), the deceased, Mr. Rigby, owned a life insurance policy naming his domestic partner, Mr. McGriff…

    Florida Probate, Trust and Estate Blog- 10 readers -
  • How Can I Avoid Probate?

    … a beneficiary to receive the assets at the time of your death. Common examples include life insurance policies, retirement accounts, and bank accounts. Trusts: Your lawyer can help you establish a trust to avoid probate. In these cases, the trust holds your assets and you set the terms of the trust, which control how and when your assets… 23 readers -
  • Car Accidents While on the Job

    … as simple as a missed deadline can result in your case being dismissed. Additionally, without an attorney, you have no leverage against the insurance company. Do not make the mistake of thinking that auto insurance carriers are obligated to pay you for your injuries. While it’s true that when it comes to workers’ compensation, life insurance, health…

    Jeff Rasansky/ Rasansky Law Firm- 32 readers -
  • Non Probate Asset Controlled by Beneficiary Designation, Not the Will

    … after the direction "that the following specific bequests be made from my estate." It was thus reasonable for MetLife to construe the will to address only life insurance proceeds that were property of the estate. MetLife did not abuse its discretion simply because the will might be amenable to an alternative interpretation. See Rutledge v. Liberty Life Assurance Co. of Bos., 481 F.3d 655, 659 (8th Cir. 2007). Jeffrey Skatoff is a Florida probate lawyer. He can be reached at (561) 842-4868. …

    Florida Probate, Trust and Estate Blog- 12 readers -
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