Blog

16 Oct What Happens to Shares of Corporate Stock at Death?

What happens to your corporate stocks at your death? An corporation is a legal entity having 1 or more shareholders doing business together.  Previous months we have discussed the types of corporations available and the advantages and disadvantages. For example, John owns a dog grooming business through...

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15 Sep Perils of Joint Tenancy

What is Joint Ownership? In previous newsletters, we have discussed a method of ownership called “joint tenancy” which essentially means 2 or more individuals owning property together in equal yet undivided shares.  Every joint tenancy includes a “right of survivorship,” meaning if one joint tenant passes...

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23 Aug Have You Accidentally Disinherited a Loved One?

  In prior months I have discussed estate planning for blended families and the unique challenges they face. This month, I want to discuss the problem of accidental disinheritance. Before we discuss accidental inheritance, it is important to know that a blended family is one in which...

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14 Jul At Your Death What Happens to Your Frozen Embryos?

With advances in technology, more and more families facing infertility are turning to treatment centers for help when starting a family. So, what happens to your frozen embryos at your death? For the families who have undergone invitro fertilization or other infertility processes to conceive and have...

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22 May What does it mean to “Fund your Trust”?

You created a trust, now what? Review of the Funding Process Most people think that once they have created their estate plan and trust, they are DONE. On the contrary, that is when the real work begins. So, what happens after the trust is signed? The process of...

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20 Mar What is a “Trustee”?

Often while discussing "Trusts" you hear people say the word "trustee," but what is a Trustee? Or, better yet, who is the trustee? A “trustee” of a trust is the person that is assigned to hold onto the trust assets for the benefit of another person....

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06 Feb What Happens to an LLC Interest Upon Death?

An LLC is a Limited Liability Company which as discussed in the past is a legal entity having 1 or more members doing business together. Last month we discussed the basics of a limited liability company. For example, John owns a dog grooming business through...

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