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- Estate Planning Essentials: 8 Steps to Protect Your Family
- Take care of these things today and your loved ones will be grateful that you've saved them money and anguish after you die. But look at it this way: If the worst should happen and you don’t have your financial affairs in order, you’ll leave your loved ones...
- Articles 2009-09-02
Additional Resources
- FDIC simplifies rules for living trust deposits
- The FDIC has voted to simplify the insurance rules for deposits held in connection with a living trust. The FDIC said the rules are being changed for living trust accounts primarily because the existing rules have been confusing for both consumers and banThe FDIC has voted to simplify the insurance...
- Research articles 2004-02-01
- FDIC seeks comment on living trust account rules
- The FDIC is seeking comment on two alternative rules to clarify and simplify its regulations on the insurance coverage of living trust accounts.The FDIC is seeking comment on two alternative rules to clarify and simplify its regulations on the insurance coverage of living trust accounts.
- Research articles 2003-08-01
- Where There is a Will – Does a Trust Get in the Way?
- This article focus on living trust for estate transfer, it state a situation where one can hardly pick up the paper or open the mail without seeing an advertisement for a living trust seminar. After all, a will is a "one-way ticket to probate." A living trust, on the other...
- White papers 2003-01-01
- Revocation Of Trust
- Terminate a living trust and revoke the trustee's appointment with this revocation trust Agreement. This form allows the grantor the person who created the trust to wind up the living trust and give directions to the trustee to return all remaining trust property to the grantor.
- Tools & templates 2007-12-01
- Understanding Estate Planning and Living Trusts
- The article defines the estate as something owned by an individual. The home, other real estate, bank accounts, investments, retirement benefits from the employer, IRAs, insurance policies, collectibles, and personal belongings. When one starts adding it up -- especially when he adds in the death benefits from the insurance policies...
- White papers 2003-01-01
- Trust scams spur crackdown.
- Investigators are taking dead aim at living-trust mills. The state and federal crackdown on fly-by-night firms that snare the elderly in costly, often worthless estate-planning schemes was prompted by rising complaints and a sudden spike in the number of frauds. ...
- Research articles 2000-07-17
- $135m credit line secured
- Provident Senior Living Trust, a new real estate investment trust focused on acquiring senior living properties, has received a $135 million senior secured revolver from GE Healthcare Financial Services. Provident will use the five-year line of credit to acquire senior living properties and to provide capital for corporate operations....
- Research articles 2004-11-24
- Familiarity isn't breeding consumer trust in icons.(Brief Article)(Statistical Data Included)
- It's no surprise that Chicago's hometown brands like McDonald's Corp., United Airlines and Allstate Corp. are widely recognized. You'd have to be living in a cave not to know them. But when it comes to the matter of consumer trust, these icons are ...
- Research articles 2002-06-17
- ILM Senior Living Declares Dividend
- BOSTON--BUSINESS WIRE--June 14, 1999-- The board of directors of ILM Senior Living Inc. announced today the declaration of a dividend of $0.2125 per share of common stock, payable on July 15, 1999, to shareholders of record at the close of business on June 30, 1999. ILM Senior Living...
- Research articles 1999-06-14
- Stuff My Dad Says ... About Living With His Boomerang Kid
- The author of the popular [Stuff]MyDadSays feed on Twitter — an adult child living at home — shares a few tips for parents on how to get along with their kids who have returned to the roost. Among them: Set clear rules on expected behavior, make them do chores, and,...
- Articles 2009-10-12
- Declaration Of Revocable Trust
- Revocable Trust is a trust whereby provisions can be altered or canceled dependent on the grantor. During the life of the trust, income earned is distributed to the grantor, and only after death does property transfer to the beneficiaries. This is a template for declaration of revocable trust. This type...
- Tools & templates 2007-12-01
- Senior Housing Properties Trust Acquires 5 Senior Living Properties for $61.5 Million
- NEWTON, Mass. -- Senior Housing Properties Trust (NYSE: SNH) today announced it has acquired five (5) senior living properties for $61.5 million. Simultaneously, SNH entered a long term lease arrangement with Five Star Quality Care, Inc. (AMEX: FVE) for these same properties.
- Research articles 2006-09-01
- Life insurance: Estate taxation
- The IRS has issued two interesting private letter rulings on the estate taxation of life insurance owned by a trust. The first is PLR 97 48 020. Situation George created a living trust that, on his death, will be divided into two trusts. Trust A is a martial trust...
- Research articles 1998-06-01
- The Funding of Living Trusts.(Trusts)
- The American Bar Association (Chicago, IL) has published The Funding of Living Trusts, a paperbound book that attempts to explain why a lawyer should supervise trust funding and the steps involved in transferring the ownership of a wide variety of assets from the client to the...
- Research articles 2004-05-31
- Uncle Sam site
- A 1.4-acre government office development in Sherwood has sold for $1.6 million. The property in question at 1020 Lantrip Road houses an arm of the U.S. Department of Agriculture: the Animal & Plant Health Inspection Service. The new owner is Sherwood GSA LLC, led by the D. James...
- Research articles 2005-11-07
- Office funding
- A federal government office project in Sherwood was used to help secure a $1.9 million funding agreement. Sherwood GSA LLC, led by the D. James Barton Revocable Living Trust and the Gregory S. Barton Revocable Living Trust, obtained the loan from CIBC Inc. of New York. The 1.4-acre...
- Research articles 2006-01-30
- Market Regulation Services Halt Notice : Sunrise Senior Living Real Estate Investment Trust; Steeplejack Industrial Group Inc.
- TORONTO, ONTARIO, Jul 14, 2005 CCNMatthews via COMTEX The following issues have been halted today: Company Sunrise Senior Steeplejack ...
- Research articles 2005-07-14
- Mac banks on US flats trust.(Brief Article)
- Mar 30, 2005 (The Australian - ABIX via COMTEX) The time may be right for a major project of Australia's Macquarie Bank. It may soon launch its US apartment trust in Australia. The trust is co-managed with the US-based Archstone-Smith Trust. The latter is...
- Research articles 2005-03-31
- PaineWebber Independent Living Mortgage Inc. II announces dividend
- BOSTON--BUSINESS WIRE--June 14, 1996--The Board of Directors of PaineWebber Independent Living Mortgage Inc. II today announced the declaration of a dividend of $0.125 per share of common stock, payable on July 15, 1996, to shareholders of record at the close of business on June 28, 1996.PaineWebber Independent Living Mortgage Inc....
- Research articles 1996-06-14
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