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

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

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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Legal Education Taxes Assets 246

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.

Taxes 246

Taxes Education Legal Assets 246

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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Education Consultants Consulting Assets 246

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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Leveraging Liabilities Assets Shareholders 245

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.

Legal 245

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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

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 Consultants Consulting Legal 246

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.

Education 246

Education Legal Finance Financing 246

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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Taxes Legal Banks Assets 246

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.

Taxes 246

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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Legal Education Assets Banks 147

Private Equity Wire

APRIL 10, 2025

Vestlane eliminates inefficiencies by automating investor onboarding, integrating deep legal expertise, and embedding cutting-edge KYC/AML solutions reducing fund closing times by up to 40%. Our legal expertise ensures that compliance is never a bottleneck but a competitive advantage.

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Legal Startups Venture Capital Education 53

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.

Education 246

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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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Education Legal Assets 130

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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Exchange-Traded Funds Education Legal Assets 130

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

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.

Education 53

Education Capital Legal Leveraging 53

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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Education Legal Taxes Assets 98

Integrity Financial Planning

FEBRUARY 10, 2023

An estimated 90% of wealthy families lose their wealth by the third generation, so if you are planning on leaving behind assets to your family, knowing the unique risks to the affluent investor and considering strategies to maintain your wealth within your family can be very beneficial. [1]

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Education Legal Taxes Assets 95

A VC: Musings of a VC in NYC

MAY 28, 2019

They cannot seem to understand that not all of these assets are securities, they cannot seem to understand that most are commodities, currencies, or utilities like frequent flyer miles. They cannot understand that crypto tokens are unlike any assets that have come before them and that crypto tokens need new regulatory structures.

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Crowdfunding Legal Venture Capital Education 86

Private Equity Wire

SEPTEMBER 28, 2023

It’s not a deal breaker, but it did mean we had to change our processes, spend more legal time and resources, and educate investors all over again about what the changes meant,” says Emilie Huyghues Despointes, ESG Officer at MV Credit. Smaller organisations are feeling the impact.

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Due Diligence Legal Education Assets 98

Clearlake Capital Group

OCTOBER 12, 2023

together with its affiliates, “Clearlake”), today announced the completion of its acquisition of DreamBox Learning® , a PK-12 education technology provider serving more than 6 million students and 600,000 educators nationwide. Discovery Education’s acquisition of DreamBox Learning unites two cultures of passion and purpose.

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Education Capital Legal Assets 45

The Motley Fool

FEBRUARY 1, 2024

Check out the SEC's educational videos, the HoweyTrade Investment Program , for tips on spotting fake investment platforms and trading programs generally. Visit nasaa.org for more investor education information and news. This Investor Alert represents the views of the staff of the Office of Investor Education and Advocacy.

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Securities and Exchange Commission (SEC) Investing Education Legal 100

The Motley Fool

NOVEMBER 8, 2024

Education continues to prosper well. As well as we're doing, we continue to face a well-understood macro dynamic in our education business, specifically related to limits on foreign students imposed by the Canadian government with potential future actions by the Australian government. I'll start with education, our largest vertical.

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Education Banks Shareholders Capital 130

Walkner Condon Financial Advisors

APRIL 26, 2024

Do you have savings accounts, retirement accounts, individual brokerage accounts, or any other assets that your partner should be aware of? This is especially important in states like Wisconsin, where all assets and liabilities are split 50/50 with your partner once you get married. What about debt?

Finance 103

Finance Financing Accounting Education 103

The Motley Fool

APRIL 27, 2024

money and other assets) requirements, disclose changes in their financial condition, provide periodic financial reports to FINRA and have an annual independent audit. Do you or your firm have a legal or disciplinary history? With what regulators are you and your firm registered? What's your experience in the securities industry?

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Mutual Funds Education Legal 100

The Motley Fool

OCTOBER 10, 2024

with innovative federally legal, hemp derivative Delta 9, THC branded, and branded products. As Irwin said already, in the five months since legalization versus the five months before legalization, our Flower revenues in Germany are up 50%, and our extract sales are up 22%. It's five years now that cannabis is legal in Canada.

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Private Equity Insights

JULY 20, 2023

Founded in 2001, Alpine Investors has over $15 billion in assets under management with more than 20,000 employees within its portfolio companies.1 served as placement agent for the fund and Kirkland & Ellis served as legal counsel to Alpine. Evercore Inc. Source: Business NewsWire Can’t stop reading?

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Capital Investors Buyout Funds 100

The Motley Fool

JULY 26, 2023

Tilray's diversification is purposeful, strategic adaptation to current market realities given the continued delays in US Federal cannabis legalization and more recently, delays in adult use legalization in Germany. Tilray is not building its entire business model around the eventual promise of legalization.

Legal 130

Legal Taxes Capital Education 130

The Motley Fool

MAY 28, 2024

People who maybe have poor credit scores but have more than enough income to justify a certain purchase would be declined by the traditional FICO model but could be approved through Upstart because they look at things like education, employment. Factors that are legally not included in the FICO model.

Legal 130

Legal Debt Education Assets 130

Walkner Condon Financial Advisors

MARCH 16, 2023

When this run started, Silicon Valley Bank (and the two other banks that failed), put into play plans to raise capital beyond selling these assets. They try to find a buyer over the weekend and barring that they sell off the individual assets. Think of this as Mary Bailey reaching into her purse and pulling out the wedding gift money.

Banks 98

Banks Financial Institutions Startups Assets 98