UpFrontBlog

  • 85-YEAR-OLD ENTRPRENUER NOTSLOWING DOWN

    POSTED BY: Francine Hardaway Guest blogger-Phoenix Business Journal, February 5, 2013

    Entrepreneurship has no expiration date. Within the sea of people willing to take a chance to do something they think will change the world are plenty of seasoned veterans.

    My friend and former client Julian j. Blum, who recently retired after 50 years of real estate brokerage and investment, called me a couple of weeks ago with all the persistence of the young people I mentor — and a bit more pressure. He said something like “I’ve called you three times. Don’t you ever answer your phone?”

    Unfortunately, I’ve pretty much given up answering the phone, because — like most of the people I work with these days — I find it interruptive and much prefer asynchronous modes of communication. But Julian and I have been friends for 20-odd years, and he was my

    Jennifer
    Feb 13, 2017
    0 Comments
  • DYING WITHOUT A WILL

    POSTED: FEBRUARY 2013

    If you’re settling the estate of a deceased person who hasn’t left a will, you probably have more than a few questions about how the estate will be distributed. First, it’s important to understand that many kinds of assets aren’t passed by will, such as:

     -  life insurance proceeds 

    - real estate, bank accounts, and other assets held in joint tenancy, tenancy by the entirety, or community property with right of survivorship 

     - property held in a living trust 

     - funds in an IRA, 401(k), or retirement plan for which a beneficiary was named

    •  - funds in a payable-on-death (POD) bank account, and
    • stocks or other securities held in a transfer-on-death (TOD) account

    To find out who inherits these types of property, you’ll need to locate the documents in which the co-ownership or

    Jennifer
    Feb 13, 2017
    0 Comments