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26 min ago | The Chappaqua Daily Voice
Northern Westchester Hospital and SeniorBridge invites the senior community to a free three-part lecture series regarding elder asset planning at Northern Westchester Hospital's Chappaqua Crossing site. The first lecture will focus on Top 10 Estate Planning Mistakes and it will be held on Thursday, Sept.
IntroductoryPrayer: You are true goodness and life, Lord. Closeness to you brings peace and joy.
The list of the most popular stories on Trust Advisor so far this year is out, and reflects the reader community's love for estate planning, trusts, and tax consequences articles that revolve around the rich and famous. You can see the full top-ten list with links and article summaries here .
The company operates as a subsidiary of The Royal Bank of Scotland Group . It provides investment services, wealth management and advisory, trust and fiduciary and related banking services to individuals.
Almost 30 years after her death, the final wishes of a tall, elegant and rather formidable animal lover will be realised. Gladys Valentine Howey, who died in Auckland in 1985, aged 82 , was a striking sight around Parnell, driving a stately Lanchester car and feeding the neighbourhood birds and cats.
Estate planning is a must for everyone. The benefits are palpable including tax savings, efficient disposition of assets, end-of-life decisions, financial security for heirs and general peace of mind.
Peter Kohli is the chief executive officer of DMS Funds and an independent wealth manager specializing in estate planning under the name DMS Financial. Earlier, he held a variety of financial services-related positions, including financial planner involved in the sale of mutual funds.
Top Planning Concerns for UHNW Clients Working with UHNW clients requires more than solid investment management and estate planning, according to advisor Paul Pagnato, founder of the Pagnato-Karp Group. Here are some of the other critical planning areas that advisors need to pay attention to.
Small regional banks that offer growth AND pay excellent dividends can be some of the best investments out there. Smaller banks can be much easier to follow compared to larger banks, as they are primarily balance sheet based businesses.
Financial Finesse was founded in 1999 with a single objective: Provide people everywhere with the information and guidance they need to become financially secure and independent. Today, we are the leading provider of unbiased workplace financial education in the US.
As I have previously discussed , Robin Williams' decision to rely on trusts rather than a will for his estate planning protected the privacy of his estate and family. Despite his efforts to keep his estate matters private, some information regarding a no longer effective insurance trust was found by media outlets due to the instrument's involvement in previous litigation.
An exclusive screening of an award-winning film telling the story of eminent politician Tony Benn will be played in Islington before it hits screens across the country. Residents will be able to watch Tony Benn: The Last Will and Testament a week before the rest of London at the Islington Assembly Hall, in Upper Street, next week as part of a town hall screening tour.
The senior market in America represents a prime target for financial planners and insurance agents for many reasons. Long-term care , estate planning and asset management are just some of the lucrative services needed by the elderly, and a growing number of financial planning professionals and firms are able to specialize exclusively in this segment of the population.
Minnesota's KMSP-TV Fox 9 News ran a video story on September 9, 2014, by Ted Haller about a family wanting access to their deceased nineteen-year-old son's digital data. They have been seeking access to his text messages, e-mails, and Facebook account to find out more about the moments leading up to his tragic death.
The estate-planning process should be an integral part of everyone's financial plan. The benefits are obvious, including tax savings, efficient disposition of assets , end-of-life decisions, financial security for heirs and general peace of mind.
Updated: Mon Sep 15, 2014 03:16 am
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