Comments on: Transferring Assets Upon Death by Operation of Law or Contract

By: Supreme Court Case Highlights the Importance of Keeping Your Beneficiaries Up to Date : Generation X Finance

Wed, 22 Apr 2009 14:25:33 +0000

[...] on a case back in January that highlights the importance of keeping your beneficiaries up to date. Having a beneficiary on file with one of your financial accounts can make the transition of assets upon death a very simple [...]

By: A Reminder to Keep Your Beneficiaries Up-to-Date : Generation X Finance

A Reminder to Keep Your Beneficiaries Up-to-Date : Generation X Finance — Thu, 26 Jun 2008 15:00:27 +0000

[...] designations are a way to pass on assets to another upon death through a contract. I wrote about transferring assets upon death by operation of law or contract last year, and it is a good primer to go through if you aren’t familiar with the subject. The [...]

By: MELANIE M GREENAN ENGLE

MELANIE M GREENAN ENGLE — Tue, 06 May 2008 14:18:27 +0000

CAN YOU TELL ME WHERE TO FIND EXACTLY OTHER THAN THE DEED ITSELF JOINT TENANTS I SEE THE ABBREVIATION AND I REMEMBER SEEING IT ON MY CREDIT REPORT DIFFERENT TIMES I BELIEVE, OR DO I SIMPLE ASK LAND RECORDS TITLE PEOPLE, ON THE DEED IT DOESNT SAY I DONT THINK SO BUT THEY ARE TRYING TO MAKE IT LOOK LIKE TENANTS IN COMMONE NOT SO, MY FATHER PASSED AND I REMEMBER HE DELIBERATELY PUT IT AS JOINT TENANTS, I HAVE ORIGIANL AND ASKE COUNSIL TO SHOW ME WHERE IT SAID THIS AND SHE DIDNT SEE ANY SUCH THING ON IT I LIVE IN MARYLAND. DAD SAID THIS FOR REASONS TO PROTECT ME NOT FOR ANYONE TO GET HOUSE AND THEY WONT LEAVE ME ALONE, KEEP SUING ME AND SUCH I WON ORIGIANL CASE BUT THEY WONT STOP AND REASON IS MONEY MY BROTHER HAS MONEY PROBLEMS I ALSO TRYED TO HELP BUT THAT DIDNT WORK OUT ANYWAY I JUST WANT HIM TO LEAVE ME ALONE, THEY ALSO DIDNT KNOW ABOUT MONEY I HAD FROM COLLEAGE FUND IN TRUST WITH DAD I GOT THE RECORD SHOWED COUNSIL, BUT MY BROTHER THINKS ITS FROM THE CHILDHOOD HOME THEY SOLD, I DIDNT TAKE MONEY OUT OF IT, DAD GAVE ME MONEY OUT OF MY ACCOUNT W3ITH HIM ITS EVEN WRITTEN TO ME AS SUCH UNDER DIFFERENT NAME TOO SO I CAN PROVE THIS, I GAVE UP MY SHARE , MY NEWPHEW SAID IF I DIDNT THEN I WELL HE SAID OLDER PEOPLE IN FAMILY WOULNDT GO TO NURSING HOME. AND I ALSO SHARED MY OTHER HOUSE WITH MY SONS AND FAMILY , AT THIS POINT I HATE ALL OF THEM FOR WHAT THEY THINK I DID AND DIDNT DO AND THEY KEEP TRYING TO STEAL MY HOME WITH MY SONS AND I AM POOR IN COMPARISION VERY MUCH SO. LIVE LIKE CINDERELLA, SERIOIUSLY AND SO DOES MY SIDE OF FAMILY SONS AND ALL AND MY HUSBAND. ANYWAY ANY SUGGESTIONS WHERE TO PROVE THIS JOINT TENNANT, ON WHAT DOCUMENT IF NOT ON TITLE PAPER DEED, MAYBE TITLTE CO OR SUCH I KNOW THAT I AM ON ALL THE MORTGAGE DOCUMENTS AND TAX THINGS WOULD THAT PROVE IT ON RECORD SAYS PRINCIPAL RESIDENCE WHAT ABOUT THAT IS THAT THE SAME AS JOINT TENANTS, I EVEN GET IT MIXED UP NOW, MY FATHER IF YOU KNEW HIM YOU WOULD KNOW THIS FOR SURE, I JUST CANT BELIEVE THIS, NOW I BELIEVE MY SISTER YEARS BACK SHE DIED AND ONE TIME SHE TOLD ME SHE HAD THINGS TO TELL ME NEVER DID AND BACK THEN SAID MY BROTHER S DIDNT CARE ABOUT HER, FOR THIS REASON AND WHAT THEY DID TO MY MOM AND MY DAD NOW, I HAVE TO STOP THIS. FOR ALL REASONS AND MY SONS AND MY IMMEDIATE FAMILY SO THEY QUIT. AND FOR WHAT THEY DID TO MY SISTER AND MOM AND FATHER.

By: » Weekly Roundup: You Took A Paycut This Week (So Did I) on Blueprint for Financial Prosperity

Sat, 22 Sep 2007 18:11:08 +0000

[...] writes about transfering assets upon [...]

By: Roundup for week of 16 September 2007: California Raisin edition at Mighty Bargain Hunter

Sat, 22 Sep 2007 06:13:34 +0000

[...] Generation X Finance talks about death. [...]

By: Zook

Zook — Thu, 20 Sep 2007 02:07:46 +0000

Another way to transfer property is the “married” way via [TE} Tenants by Entirety as opposed to JTWROS. There are estate planning drawbacks in unique cases, but….