The Social Security Administration recalculates your retirement benefit each year after getting your income information from tax documents. If you had filed the tax already, it is time to do annual review of Social Security records. We encourage you to review your Statement annually. https://www.ssa.gov/myaccount/statement.html Why annual review? 1. Review your full earnings record 2. …
Why do you need a will and a trust? And what are the differences between the two? A Will just declares what you are leaving behind for your beneficiaries, but a trust is a legal mechanism that lets you put conditions on how your assets are distributed after you die and it often lets you …
Steps for selling property in India and repatriation of money to USA Apply for PAN card (Tax id) Drafting of Power of Attorney to be executed in favor of a relative/family member for signing Sale Agreements Review of the Sale Agreement to be entered into the with the buyer (Drafting to be done by the …
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Gale Ranch Notary, Apostille and Financial Services 4 main areas of focus for the first quarter 2022 are Protection a. Estate Planning – Will,Trust and Health-Care Directive b. Life Insurance – Review existing policies and validate if adjustment needed considering inflation, increased wealth and beneficiary updates c. Youth Protection (18+) – Health-Care …
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How to Change Your Legal Name in California (and acorss the US)? This awareness information is shared for the community by Gale Ranch Notary, Apostille and Financial Services. A legal name change in California (and across the US) involves four major steps: 1. Filing a marriage license or court order 2. Sharing your new title …
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Estate Planning contains following documents The Revocable Trust Pour-over Wills (one for each spouse) Medical Power of Attorney (one for each spouse) Assignment of Personal Property to the trust Deeds. One deed is included in the price. Additional properties cost more This includes lookup of the chain of title, preparation of the deed (for …
ESTATE Planning – Will/Trust/Advance Health-Care Directive: Protect What You EARN! Protect What You OWN !! 1) Estate planning allows you to choose who gets what. 2) Estate planning affords you the chance to name your children’s guardian in the event of your early death. 3) Estate planning reduces taxes on what you leave behind. 4) …
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