The Motley Fool

APRIL 21, 2024

This article is intended for educational purposes only and is not legal advice. A key component of financial management is estate planning, and a living trust is a popular choice to consider when deciding how to divide up your assets for the next generation. That could lessen their value as a tool for asset protection in your case.

Legal 246

Legal Consulting Consultants Education 246

Private Equity Insights

MARCH 26, 2025

The board also includes senior executives from within the group, such as Andrea Bonomi, Francesco Cignolo, Fabrizio Riccardi, Ileana Bolcato, Bruno Sollazzo, and legal advisor Paolo Montironi. Learn more about fundraising efforts in Italy and meet Generali at Italy’s Largest Private Equity Conference in Milan.

Funds 147

Funds Legal Capital Assets 147

Private Equity Insights

JANUARY 22, 2025

Stonepeak, a global investment firm managing $72bn in assets, has acquired Boundary Street Capital, a specialist private credit manager. Legal counsel for the acquisition included Paul, Weiss, Rifkind, Wharton & Garrison, and Simpson Thacher & Bartlett for Stonepeak, with Hogan Lovells advising Boundary Street Capital.

Capital 130

Capital Private Equity Firms Private Equity Firms Legal 130

The Motley Fool

JULY 1, 2024

This article is intended for educational purposes only and is not legal advice. In the course of the next 20 years, Americans are expected to inherit an astounding $72 trillion in assets. You could write a will that dictates where you want your assets to go. Probate is the legal process of proving that a will is legitimate.

Legal 246

Legal Education Consultants Consulting 246

The Motley Fool

AUGUST 25, 2024

million survivor beneficiaries each month, will exhaust its asset reserves by 2033. Should the OASI's asset reserves be depleted, sweeping benefit cuts of up to 21% may be necessary to sustain payouts through 2098. The OASI's asset reserves are forecast to be depleted by 2033. A 25-year shift in net migration rates into the U.S.

Legal 246

Legal Taxes Assets Funds 246

Private Equity Wire

NOVEMBER 19, 2024

of its total assets. of its total assets. Alternative investments make up a substantial portion of MainePERS’ portfolio, accounting for 57.5% Alternative investments make up a substantial portion of MainePERS’ portfolio, accounting for 57.5%

Due Diligence 103

Due Diligence Pension Funds Legal Asset Management 103

The Motley Fool

AUGUST 29, 2023

This article is intended for educational purposes only and is not legal advice. If you're at the point in your life where you're seriously looking at your final wishes, you may well find yourself deciding whether to use either a living trust or a will as the main vehicle for distributing your assets when the time comes.

Legal 246

Legal Education Taxes 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.

Leveraging 245

Leveraging Liabilities Assets Shareholders 245

The Motley Fool

SEPTEMBER 19, 2023

This article is intended for educational purposes only and is not legal advice. Indeed, their names are quite similar and they involve the same broad, and perhaps uncomfortable, topic of what to do about you and your assets if you die or become unable to make those decisions. Many people could confuse living trusts and living wills.

Legal 246

Legal Education Consultants Consulting 246

The Motley Fool

JUNE 22, 2024

The phrase "trust fund" might conjure images of a spoiled teenager, but trusts are powerful legal documents that many people should consider when estate planning. Living trusts dictate the distribution of someone's assets, and are created while that person, called the grantor, is still alive. Image source: Getty Images.

Legal 246

Legal Taxes Assets Liabilities 246

The Motley Fool

AUGUST 8, 2024

Every Ripple investor worth their salt is aware of the organization's legal challenges. In this suit, the SEC argued that the XRP cryptocurrency should have been launched like a proper security -- stock, bond, investment contract, and so on -- with SEC registration and other legal requirements. Image source: Getty Images. What's new?

Securities and Exchange Commission (SEC) 243

Securities and Exchange Commission (SEC) Legal Assets Private Companies 243

The Motley Fool

OCTOBER 12, 2024

This article is intended for educational purposes only and is not legal advice. A hidden benefit I can appreciate A living trust is a legal arrangement that allows you to pass assets on to other people. Probate is the legal process of confirming a will's validity. But it's an important thing to do nonetheless.

Legal 246

Legal Education Consultants Consulting 246

The Motley Fool

NOVEMBER 24, 2024

To make matters worse, the Old-Age and Survivors Insurance Trust Fund (OASI), which is responsible for dishing out monthly benefits to retired workers and survivor beneficiaries, is projected by the Trustees Report to exhaust its asset reserves by 2033. US Old-Age and Survivors Insurance Trust Fund Assets at End of Year data by YCharts.

Legal 225

Legal Taxes Assets Funds 225

The Motley Fool

AUGUST 4, 2024

This article is intended for educational purposes only and is not legal advice. Whether you're a high-net-worth individual or an average earner with a modest estate, you deserve to have control over what happens to your assets in the event of your passing. Probate is the legal process of proving that a will is legitimate.

High Net Worth Individuals 246

High Net Worth Individuals Legal Education Assets 246

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.

Legal 246

Legal Education Consultants Consulting 246

The Motley Fool

JULY 15, 2023

Insurance, retirement accounts, investments, assets, and wills can complicate the process. Gather financial accounts and legal documents First, you want to gather all your parents' financial accounts and relevant legal documents (if your parents are anything like mine, this is much easier said than done).

Finance 246

Finance Financing Legal Debt 246

The Motley Fool

SEPTEMBER 4, 2024

This article is intended for educational purposes only and is not legal advice. You can control your assets and change your mind as needed A living trust is a legal arrangement that allows you to pass assets on to other people. This means that any nosy person can see exactly what assets your loved ones are inheriting.

Legal 246

Legal Education Assets 246

The Motley Fool

MARCH 4, 2024

For a lot of people, one of those reasons is to ensure they can leave assets behind for their loved ones after they've passed away. The trustee manages the trust and then transfers the assets to the beneficiary based on the pre-determined criteria. It's certainly one of my driving forces. Image source: Getty Images.

Legal 246

Legal Assets Taxes Accounting 246

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.

Legal 246

Legal Taxes Education Assets 246

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.

Legal 246

Legal Education Assets Consultants 246

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.

Legal 242

Legal Education Assets Accounting 242

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. A living trust is a legal document that allows you to place your assets into a trust while you're still alive.

Legal 246

Legal Education Consultants Consulting 246

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.

Legal 246

Legal Education Consultants Consulting 246

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.

Legal 246

Legal Education Assets Accounting 246

The Motley Fool

AUGUST 12, 2023

Estate planning is an essential part of life that ensures the smooth transfer of our assets to our loved ones after we pass. It's not uncommon for family members to fight over inheritance, leading to prolonged legal battles and damaged relationships. However, creating a will can be a sensitive and emotional process.

Legal 246

Legal Assets Finance Financing 246

Private Equity Insights

FEBRUARY 28, 2025

In April 2023, Vestar closed a $1.2bn single-asset continuation vehicle for its stake in market research firm Circana, with Blackstone Strategic Partners and HarbourVest Partners leading the investment. Source: Alternatives Watch If you think we missed any important news, please do not hesitate to contact us at news@pe-insights.com.

Capital 147

Capital Private Equity Firms Private Equity Firms Enterprise Values 147

The Motley Fool

MAY 15, 2024

Legal challenges and market perception If you've heard of Ripple at all, it's probably because of the legal challenge it's facing. Ripple doesn't want to settle the case, aiming to set a legal precedent for the crypto industry as a whole. Howey is a legal principle established in a 1946 Supreme Court case. Here's why.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Legal Banks Stakes 246

The Motley Fool

OCTOBER 31, 2024

Image source: Getty Images If you're starting a small business, generally the first step is setting up the legal structure of your business. The main benefits of creating an LLC include: Liability protection: An LLC protects your personal assets by separating your business and personal assets. Still not sure?

Legal 246

Legal Liabilities Taxes Startups 246

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. A benefit that means a lot to me A living trust is a legal arrangement you can use to transfer assets to your loved ones.

Legal 246

Legal Education Assets Finance 246

The Motley Fool

FEBRUARY 2, 2024

A living trust is a legal arrangement where a trustor (whoever creates the trust) places assets -- whether money, investments, real estate, or whatever -- in a trust to be managed by a trustee for their chosen beneficiaries. There are lawyer fees, court costs, asset appraisal fees, and other costs involved in the process.

Legal 246

Legal Consultants Consulting Assets 246

The Motley Fool

AUGUST 30, 2023

Court of Appeals panel in Washington effectively overturned the Securities and Exchange Commission's (SEC's) decision to halt the development of a spot Bitcoin exchange-traded fund by crypto asset manager Grayscale. The SEC views futures-based ETFs (which are currently allowed) as safer for investors.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Exchange-Traded Funds Legal Fee Structure 245

The Motley Fool

NOVEMBER 7, 2024

life insurance companies reported an estimated pre-tax loss of $18 million, driven by unfavorable mortality and higher new claims, as well as lower benefit from legal settlements. We ended the quarter with cash and liquid assets of $369 million inclusive of approximately $162 million in advanced cash payments. Turning to Slide 13.

Legal 130

Legal Debt Shareholders Taxes 130

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.

High Net Worth Individuals 246

High Net Worth Individuals Legal Education Assets 246

The Motley Fool

SEPTEMBER 27, 2023

But super or mega, police, investigators and agents across the globe who are hunting and freezing the assets of sanctioned Russian billionaires say these boats cost millions of dollars in maintenance fees that are often shouldered by the taxpayer. Such are the travails of seizing Russian assets. has only been able to deliver $5.4

Legal 244

Legal Assets Taxes Banks 244

Private Equity Wire

JANUARY 2, 2025

Cattier joined Cornell Capital as Chief Operating Officer and Chief Compliance Officer in 2022, bringing over 25 years of experience across multiple alternative investment asset classes to the firm.

Capital 97

Capital Legal Banks Assets 97

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.

Legal 246

Legal Education Taxes Assets 246

Private Equity Wire

JANUARY 21, 2025

Stonepeak, an alternative investment firm specialising in infrastructure and real assets with around $72bn in assets under management, has completed the acquisition of specialist private credit investment manager Boundary Street Capital. Hogan Lovells served as legal counsel to Boundary Street.

Capital 89

Capital Legal Assets Investment Firms 89