The Motley Fool

NOVEMBER 2, 2024

This article is intended for educational purposes only and is not legal advice. It can also be overwhelming to work through your legal options for passing assets on to your heirs. You may be inclined to keep things simple on the estate planning front and use a will to transfer assets to your loved ones.

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The Motley Fool

OCTOBER 16, 2024

This article is intended for educational purposes only and is not legal advice. Figuring out who will inherit your assets after your passing can be a tricky and emotional process. The benefits of a living trust over a will A living trust is a legal arrangement that allows you to pass on assets to the beneficiaries you designate.

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The Motley Fool

OCTOBER 4, 2024

This article is intended for educational purposes only and is not legal advice. Another is to figure out how you want to pass assets to your loved ones. If you're not familiar with a living trust , it's a legal agreement that allows you to transfer assets to other people. You have a few choices in this regard.

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The Motley Fool

DECEMBER 8, 2023

This article is intended for educational purposes only and is not legal advice. It can be tempting to put off planning your final wishes as you move through your working life and beyond, especially if your assets are fairly simple. Ambiguous division of assets can foster suspicion and accusations between relatives and partners.

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The Motley Fool

SEPTEMBER 26, 2023

This article is intended for educational purposes only and is not legal advice. The core of your wishes may well be the disposition of your assets, i.e., who gets what, when, and how. Basically, you transfer assets to a trust and appoint a trustee -- which can be (and typically is) yourself -- to manage them as you see fit.

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The Motley Fool

NOVEMBER 11, 2024

This article is intended for educational purposes only and is not legal advice. One of the interesting things I learned during that meeting is that a will isn't your only choice for passing assets down to heirs. And the extent of that cost will depend on the nature of your assets, among other things.

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The Motley Fool

SEPTEMBER 4, 2023

This article is intended for educational purposes only and is not legal advice. When planning for your family's future after you're gone, it can be tempting to think a will is all you need to pass your assets to your family. Assets owned jointly transfer directly to the surviving owner without the need for probate.

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The Motley Fool

JULY 22, 2024

This article is intended for educational purposes only and is not legal advice. In some cases, having legal oversight during the distribution process can be helpful because it ensures fairness and transparency. But a living trust is usually exempt from probate because of the legal ownership of assets within the trust.

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The Motley Fool

SEPTEMBER 6, 2024

This article is intended for educational purposes only and is not legal advice. It generally means you have assets and loved ones you're eager to care for even after you're gone. It generally means you have assets and loved ones you're eager to care for even after you're gone. That's the downside.

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High Net Worth Individuals Legal Education Assets 246

The Motley Fool

JULY 28, 2024

This article is intended for educational purposes only and is not legal advice. See, the will I put together is a valid legal document. But when you use a will to pass assets on to your heirs, it becomes subject to a process called probate. For guidance on your personal situation, please contact a lawyer.

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The Motley Fool

SEPTEMBER 9, 2024

This article is intended for educational purposes only and is not legal advice. One of the toughest financial tasks you might have to tackle in your lifetime is deciding what becomes of your assets once you're no longer around. The upside of a living trust A living trust is an arrangement that allows you to pass on assets.

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Taxes Education Legal Assets 246

The Motley Fool

FEBRUARY 12, 2024

This article is intended for educational purposes only and is not legal advice. It can be complicated and fraught with legalities and emotional issues that can make even the most straightforward processes murky. A living trust involves transferring your assets into the trust, often appointing yourself as trustee.

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The Motley Fool

JULY 18, 2024

This article is intended for educational purposes only and is not legal advice. Another might involve coming up with a plan to pass your assets on to your heirs as smoothly as possible. That could result in it taking longer for your heirs to inherit the assets you're passing on. Living trusts aren't just for the wealthy.

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The Motley Fool

MARCH 19, 2025

The global baseball market is continuing to expand at the same time as we see increasing sports betting legalization in markets such as Mexico, Korea, Taiwan, and anticipated future markets like Japan and India. So, for the most part, that is the asset that we're acquiring as part of this transaction. dollar-denominated sports rights.

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The Motley Fool

DECEMBER 23, 2023

This article is intended for educational purposes only and is not legal advice. If you're one of them, your assets could end up hung up in court and eventually distributed in ways that would never have been your desire. For guidance on your personal situation, please contact a lawyer.

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The Motley Fool

SEPTEMBER 18, 2023

This article is intended for educational purposes only and is not legal advice. Consult a trusted tax and estate planner on those matters both here and in your new home before you sell assets and as you plan your estate. For guidance on your personal situation, please contact a lawyer. Same thing with inheritance taxes.

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The Motley Fool

MARCH 31, 2024

This article is intended for educational purposes only and is not legal advice. Estate planning is a crucial aspect of financial management, the end game that ensures your assets are distributed according to your wishes. For guidance on your personal situation, please contact a lawyer. Image source: Getty Images.

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The Motley Fool

AUGUST 19, 2024

This article is intended for educational purposes only and is not legal advice. You could avoid the probate process Probate is a court process in which the court determines if a will is valid and then supervises the distribution of the assets within the will. For guidance on your personal situation, please contact a lawyer.

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Education Consulting Consultants Legal 246

The Motley Fool

JANUARY 16, 2024

Enjoying retirement takes planning, and a spouse can be an invaluable asset and teammate that makes your golden years truly special. Be sure to educate yourself and discuss all options with your loved one. Without one, your assets could be tied up in probate , a lengthy and frustrating legal process. But it takes work.

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The Motley Fool

NOVEMBER 22, 2024

This article is intended for educational purposes only and is not legal advice. For heirs to actually claim their assets from an estate, a will needs to go through probate, which is the process of proving its validity in a court of law. For guidance on your personal situation, please contact a lawyer.

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The Motley Fool

SEPTEMBER 25, 2023

This article is intended for educational purposes only and is not legal advice. Take a legal pad or create a simple spreadsheet and create two columns. If you haven't begun yet, now's the time to review how well your portfolio's asset mix aligns with your risk tolerance and timeline. Image source: Getty Images.

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The Motley Fool

SEPTEMBER 10, 2023

What's more, the Trustees Report estimates that the asset reserves -- the excess revenue collected since inception -- of the Old-Age and Survivors Insurance Trust Fund (OASI) could be exhausted by as early as 2033. US Old-Age, Survivors, and Disability Insurance Trust Fund Assets at End of Year data by YCharts. Absolutely. 31, 2022.

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The Motley Fool

JUNE 18, 2024

An adult will need to manage a custodial Roth IRA until the child is legally able to do so on their own, but this account could give your child the ultimate financial education as they step into adulthood. Additionally, they will have time to recover from losses and understand the importance of building a diverse portfolio of assets.

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Taxes Education Legal Accounting 246

The Motley Fool

FEBRUARY 14, 2025

This article is intended for educational purposes only and is not legal advice. And if you're not super familiar with the legality of it, you might find yourself spinning. So to that end, it's important to think about what assets you want your loved ones to inherit. For one thing, it can be complex.

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The Motley Fool

AUGUST 27, 2023

Online language learning today, a full-blown digital school in the future Duolingo is not just a tool for learning new languages; it's evolving before our eyes into a comprehensive digital education platform. Its current success and future ambitions make it one of the most exciting prospects in the landscape of hypergrowth tech stocks.

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The Motley Fool

APRIL 7, 2024

This article is intended for educational purposes only and is not legal advice. However, passing on assets to your loved ones and cherished causes transcends financial status. A last will and testament is a legally binding document that outlines how an individual's assets should be distributed after their death.

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Private Equity Professional

OCTOBER 8, 2024

” The Renovus Trio: Brad Whitman, Jesse Serventi, and Atif Gilani Renovus invests in companies active in the education, healthcare services, technology services, and professional services sectors with at least $3 million of EBITDA and enterprise valuations of $10 million to $200 million.

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The Motley Fool

AUGUST 30, 2024

This article is intended for educational purposes only and is not legal advice. This means they can potentially avoid the large expense of probate, and possibly get their hands on the assets they're inheriting a lot sooner. For guidance on your personal situation, please contact a lawyer.

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Private Equity Wire

APRIL 25, 2024

According to a press statement, Apiary’s new fund will continue to focus on the UK lower mid-market targeting asset-light businesses with defensive characteristics across fragmented markets in the business services, financial and technology services, healthcare and education sectors. Proskauer acted as legal counsel.

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The Motley Fool

APRIL 15, 2024

Since its introduction in 2009, Bitcoin (CRYPTO: BTC) has risen from some obscure internet money to a legitimate asset that even Wall Street has embraced. Even countries began to pursue the "Bitcoin standard" as the Central American nation of El Salvador adopted it as legal tender. Its journey has been nothing short of historic.

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The Big Picture

OCTOBER 15, 2022

None of them are legal. New York’s admirable — and awkward — efforts to legalize weed. ( He runs the business that provides investments, services, education, and research to more than 1,000 financial advisory firms representing more than $3 trillion in assets. And the risk is growing as microchip technology shrinks. (

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The Motley Fool

AUGUST 31, 2023

Or do you want to set aside money for college, but not have to use it for educational expenses if they end up not needing it? Specifically, UTMA accounts can own physical assets (such as real estate and fine art), while UGMAs can only hold financial products like stocks and mutual funds. A custodial account could be the solution.

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Accounting Mutual Funds Banks Education 130

Zajac Group

NOVEMBER 7, 2024

Gifting Other than transferring assets after death, the other primary way to transfer wealth is to gift portions of your estate during your lifetime. Gifting can include assets or property, equity (including vested stock options that are deemed transferable), bonds, and other valuable items.

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The Motley Fool

SEPTEMBER 5, 2023

Image source: Getty Images Trusts can help you safeguard your assets and distribute them effectively. They can also help you avoid tax hassles and legal battles. Are you looking to protect your assets from creditors? If you have valuable assets that need protection from creditors, an irrevocable trust may be the right choice.

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Clearlake Capital Group

AUGUST 29, 2023

CLEARLAKE CAPITAL-BACKED DISCOVERY EDUCATION TO ACQUIRE DREAMBOX LEARNING Latest Acquisition Will Expand Discovery Education’s Solution Suite Supporting Math and Reading Charlotte, NC (August 29, 2023) — Discovery Education , a global education technology company backed by Clearlake Capital Group, L.P.

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The Big Picture

MARCH 5, 2023

The Athletic ) Be sure to check out our Masters in Business interview this weekend with Maria Vassalou, Chief Investment Officer of Multi-Asset Solutions at Goldman Sachs Asset Management. Washington Post ) • Rupert Murdoch’s deposition in $1.6 Capital Advisors. The post 10 Sunday Reads appeared first on The Big Picture.

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Integrity Financial Planning

AUGUST 28, 2022

A trust allows a trustee to hold legal title and property for a beneficiary and can have certain terms and conditions attached. Know the Rules for Passing on Your Assets. Many people may not know that their will does not control who inherits all of their assets, such as retirement accounts, life insurance, and annuities.

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