You may leave money or assets to a non-profit organization by means of a charitable trust or will. People leave assets to all types of nonprofits like hospitals, animal shelters, religious organizations, etc.
We’re heading into the 2016 tax season. By the beginning or middle of Febrero, you should have received all your tax statements, which might include:
If you haven’t received all your tax forms by mid-Febrero, you should contact the relevant institutions as soon as possible to make sure they have the right address for you and that they did send the forms. It’s important to make sure you “have all your ducks in a row.”
Are you and your family prepared for the unexpected? In the event of a sudden illness or injury, advanced directives can save you and your family time, money, and emotional distress.
The three advanced directives everyone should consider are health care proxies, living wills, and powers of attorney, yet these precautions are often overlooked by married couples.
This year I have had the pleasure of working with a married couple who suffered an unforeseen and life-changing event: the wife suffered a debilitating stroke while undergoing a simple medical procedure, and she needed the type of care that is only available in nursing homes.
Henry Montag, CFP, CLTC, es autor invitado del blog de Russo Law Group P.C.
¿Quiere constituir un fideicomiso? Hay muchas razones para hacerlo:
While there are many factors for an individual or family to consider the benefits of establishing a trust, it is equally important that grantor’s/parents review the trusts they have chosen and make certain that the trustees are knowledgeable about their duties and are continuously still operating in the beneficiary’s best interest.
Pueden producirse muchos cambios a lo largo de la vida. un añopor no hablar de la muchos años puede haber sido desde que última revisión su Plan Patrimonial.
Algunos factores que pueden afectar a su plan de sucesión son:
¿De qué sirve un plan si no se ajusta a tus deseos y a tu situación actual?
La mayoría de los dueños consideran a su mascota un miembro más de la familia.
Usted quiere a su mascota y quiere asegurarse de que se ocuparán de ella cuando usted fallezca. Después de tomar esa decisión, la mayoría de la gente sigue sin saber qué arreglos hay que hacer.
¿Qué es un fideicomiso para animales de compañía?
Un fideicomiso para animales de compañía es un acuerdo legal para el cuidado de uno o más animales de compañía en caso de que el propietario fallezca o quede incapacitado para cuidarlos. El Estado de Nueva York otorga autoridad legal para el beneficio de las mascotas en virtud de la Ley de Sucesiones, Poderes y Fideicomisos, Capítulo 17-B.
A menos que tenga una bola de cristal, es imposible predecir lo que nos depara el futuro. En caso de que no pueda tomar sus propias decisiones, es imprescindible designar a alguien que se ocupe de sus asuntos y tome decisiones sanitarias en su nombre. Además, para garantizar que sus bienes pasen a sus seres queridos sin problemas, elevados gastos legales ni retrasos, es importante que empiece a planificar hoy mismo.
One of the most challenging topics to discuss when creating an estate plan is the topic of your remains. As attorneys, we meet people from all backgrounds, many of whom have varying wishes as to what should happen to their remains after they die.
Oftentimes, the default plan that people chose is to be buried through a funeral home. There is no law requiring the use of a funeral home, though many choose to do so because of the full range of services offered, which can make the entire burial process a little easier. If you would like to retain the services of a funeral home, then you should research funeral homes now and make arrangements for a prepaid funeral. Planning ahead will alleviate the stress your loved ones may feel about making arrangements for your burial and can help ensure that the funeral home of your choosing provides services you desire.
Utilizar un testamento o un fideicomiso que haya encontrado buscando en Google es como utilizar WebMD para diagnosticar una enfermedad grave.
Una persona racional no consultaría WebMD para saber cómo tratar una enfermedad grave. Puede que lo utilice como fuente de referencia, pero si le duele algo o quiere prevenir problemas de salud, consulta a un médico.
Lo mismo ocurre al planificar su patrimonio. Puede que se ahorre un par de dólares creando su propio plan de sucesión, pero le va a costar a sus seres queridos diez veces más con el gasto de acudir a los tribunales, y por la contratación de un abogado para interpretar y administrar los errores en el plan de sucesión DIY que ha creado.
A question clients often ask is, “What happens to my assets when I die?”
The answer to that popular question depends on what you do while you are alive.
When you die, your assets are essentially bulked into two general categories: (1) Non-Probate Assets; and (2) Probate Assets.
In order to determine if something is a non-probate or probate asset, you must look at the way in which the asset is owned.