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Homeownership, property deeds, estate planning

Titles can often get tangled in the intrafamily transfer of homeownership. A tangled title most commonly occurs when the person whose name is on the deed passes away and a surviving relative continues living in the home without their name being on the deed. Until your name is on the deed, the home is not legally your property. A tangled ...

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Amy Winehouse:  Back to Black

Amy Winehouse died young, aged just 27. It was initially thought that her estate planning was in place with rumours that her will had been updated after her divorce from ex-husband Blake Fielder-Civil. Sadly it turned out that this was not the case.

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If you have spent time creating, uploading, and sharing content, it is important to take a look now at what will happen after you pass away so you can determine your content’s future. Facebook, Instagram, Pinterest, Snapchat, Twitter and YouTube all have their own policies. By properly laying out your wishes in your estate plan, you can provide guidance to ...

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Debbie Reynolds:  Unsinkable

Debbie Reynold's death occurred just one day after her daughter, Carrie Fisher, had died. Carrie was named as a beneficiary in Reynolds will. So what would happen now to Fisher's share in Reynolds $85 Million estate?

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Although some attorneys make it their standard practice to retain and store a client’s original will for safekeeping as a service, that trend is becoming increasingly rare. As more law offices make efforts to “go green” by storing only digital copies of legal documents, they are giving their clients the responsibility of keeping their original documents safe. So what happens ...

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Mickey Rooney:  Nine Lives

Not every estate dispute is about money. When Mickey Rooney died, he disinherited all but one of his children, grandchildren, great-grandchildren, and his wife. There were no great sums of money to feud over, so why did his family fight at all?

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Multigenerational Wealth Transfer Checklist

Studies estimate that 70 percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third generation. To help your loved ones avoid becoming part of this statistic, you need to educate and update your extended family about your wealth transfer goals and the plan you have put in place ...

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John Lennon:  The Eggman

Julian Lennon sued The John Lennon Estate for his share in his Father's $800 Million fortune. A lengthy and expensive 16-year legal battle ensued. Yoko Ono got full control over Lennon’s estate, his original song rights, and his image with no provision made for Julian in Lennon's will.

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questions to ask when choosing a fiduciary

For some people, choosing trusted decision makers is easy; for others, it may be more difficult due to tense family circumstances, geography, or the lack of living family members. While most advisors and attorneys counsel clients to choose family members or close friends, this may not always be an option. But have no fear. You can consider hiring someone if ...

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Philip Seymour Hoffman:  A Most Wanted Man

When Philip Seymour Hoffman died, he left behind a will that was over a decade old. The will had been drafted by his real estate attorney/CPA rather than someone who specialized in estate planning. In spite of having three children, a trust had only been set up for the eldest son and the hefty fortune that was left to his ...

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