Posts by zola.support.team:
Funding a Revocable Living Trust
A living trust is one you create and continue to manage during your life as long you are able. A living trust can be a valuable estate planning tool. A …
- Posted on: Jan 12 2012
Planning for the Unexpected
Taking the time to think about an estate plan is not something only for people who are getting older or who might be gravely ill, it is something everyone should …
- Posted on: Jan 11 2012
Trustee Responsibilities
A trustee is generally responsible for the management and distribution of trust assets. Trustees are responsible for making investment decisions regarding trust assets and making payments to the beneficiaries according …
- Posted on: Jan 10 2012
What are a Guardian’s Responsibilities?
A parent of minor children designates a person to care for his minor children in the event that some tragedy befalls her and perhaps her spouse as well. Generally a …
- Posted on: Jan 9 2012
Rescued Stray Cat Inherits 13 Million Dollars
A few weeks ago a rescued stray cat inherited 13 million dollars from her owner who died at age 94. The woman had rescued the cat years earlier and the …
- Posted on: Jan 5 2012
Tony Curtis Disinherited His Children
Actor Tony Curtis (father of actress Jamie Lee Curtis) died last year. Just four months before he passed away he had a will drafted which stated each of his four …
- Posted on: Jan 4 2012
Estate Details Go Public
We are all accustomed to getting information through the internet. We can research virtually anyone and anything in a matter of minutes online. On top of this easy access to …
- Posted on: Jan 3 2012
Sonny Bono Died Without a Will
Most people know the tragic story of Congressman Sonny Bono’s untimely death. Sonny died following a ski accident in which he hit a tree on January 5, 1998. Sonny died …
- Posted on: Jan 2 2012
Is Money Contributed to a 529 College Savings Plan Subject to the Gift Tax?
When we contribute money to a 529 College Savings plan for a friend or relative, we are giving them a gift. According to the current tax laws, we can give …
- Posted on: Dec 30 2011
Annual Gifts: Use it or Lose it
An individual can give up to $13,000.00 a year in cash or assets tax free to as many people as he chooses under the current gift tax laws. The annual …
- Posted on: Dec 29 2011