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Estate Planning News

News on Estate Planning continually updated from thousands of sources around the net.

2 hrs ago | JD Supra

CFPB Clarifies Heirs, Divorcees and Estate Planning Transferees Are...

The CFPB issued an interpretive rule to clarify that when a borrower dies, the name of the borrower's heir generally may be added to the mortgage without triggering the Bureau's Ability-to-Repay rule.

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Related Topix: Personal Finance, Mortgage, Home

4 hrs ago | Law Professor Blogs Network

CLE on Reproductive Technology Law & Estate Planning

The American Bar Association is holding a CLE entitled, ART Law: The Intersection of Reproductive Technology Law with Family Law & Estate Planning , on July 23, 2014 at 12:00 PM - 1:30 PM Eastern via webinar.

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Related Topix: Personal Finance

8 hrs ago | On Wall Street

6 Ways Retirees Fool Themselves: Friday's Retirement Scan

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.

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Related Topix: Personal Finance, Retirement, Home, Mortgage

12 hrs ago | Forbes.com

Lou Reed Walked On The Wild Side With His Estate Planning

Maybe we shouldn't be surprised. After all, Lou Reed was the man who famously crooned, "Hey babe, talk a walk on the wild side."

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Related Topix: Personal Finance, Pop/Rock, The Velvet Underground, New York

12 hrs ago | Wills, Trusts & Estates Prof Blog

Estate Planning Documents Every College Graduate Should Have

After graduating from college and entering the coveted "real world," drafting an estate plan is not necessarily on the top of everyone's to-do-list.

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Related Topix: Personal Finance

15 hrs ago | GantDaily.com

Wood to Speak on Necessary Legal Choices at CAL

At 6 p.m. July 17, local attorney Ann B. Wood, Esq., will talk at the Kylertown Center for Active Living, located at 70 Senior Dr., Kylertown, on the basics of estate planning, including information on wills, powers of attorney, living wills and trusts and the explanation of the probate process.

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Related Topix: Personal Finance, Lycoming College, Williamsport, PA, University of Pittsburgh

Thu Jul 10, 2014

Dallas Morning News

Minimize Taxes Upon Death

Question : My mother and my five siblings live in another state but she asked me for help in updating her will since my father's passing a few years ago.

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Related Topix: Personal Finance

Business Journal

Government Printing Office ponders private development of its 3-acre parking lot

The GPO is pondering the redevelopment of its parking lot, the corner of which can be seen here on the bottom right-hand corner.

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Related Topix: Personal Finance

Forbes.com

Lou Reed Walked On The Wild Side With His Estate Planning

Maybe we shouldn't be surprised. After all, Lou Reed was the man who famously crooned, "Hey babe, talk a walk on the wild side."

Comment?

Related Topix: Personal Finance, Pop/Rock, The Velvet Underground, New York

Wills, Trusts & Estates Prof Blog

Estate Planning Documents Every College Graduate Should Have

After graduating from college and entering the coveted "real world," drafting an estate plan is not necessarily on the top of everyone's to-do-list.

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Related Topix: Personal Finance

TheStreet.com

Parents Don't Want to Talk Money With Their Adult Children

But when almost two-thirds of U.S. households of older parents and adult children can't agree on when to talk about family finances, you know you have a problem.

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Related Topix: Personal Finance, Retirement

NJ.com

Deeds filed with the Hunterdon County clerk's office through June 27, 2014

The following deeds have been recorded in the Hunterdon County Hall of Records in Books 2332 and 2333 through June 27, 2014.

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Related Topix: Hunterdon County, NJ, High Bridge, NJ, Personal Finance

The Paducah Sun Online Edition

The Lineup

Senior Medicare Patrol, 8 a.m.-4 p.m., 1400 H.C. Mathis Drive. Learn to detect potential Medicare errors, fraud and abuse.

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Related Topix: McCracken County, KY, Personal Finance, Paducah, KY, Life, Crochet

Wed Jul 09, 2014

Financial Planning

Family Wealth Transfer: How Advisors Can Help

Why Clients Need Help With Family Governance Many clients don't know this area of expertise exists, but they know they need help with it, says Paul Pagnato, whose Pagnato-Karp Group works with UHNW families.

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Related Topix: SourceMedia, Personal Finance, Retirement

Investopedia

Who Gets Your Retirement Accounts?

Much of the money that Americans have managed to save now resides in our retirement accounts, such as IRAs and 401 plans .

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Related Topix: Personal Finance, IRA, Pension

Globe and Mail

How to discuss your estate plan with heirs

Having a conversation about your plan will demonstrate that you've given thought to your own financial well-being.

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Related Topix: Kids, Family, Personal Finance

Forbes.com

The New Generation Gap Is All About Money

Parents in their 50s and 60s think they've done a bang-up job talking with their adult kids about their estate and retirement plans.

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Related Topix: Kids, Family, Personal Finance, Retirement

WOODTV.com

Your future, is it protected?

GRAND RAPIDS, Mich When it comes to life planning and making sure our estate is well taken care of, we sometimes need an expert to answer some important questions.

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Related Topix: Grand Rapids, MI, Personal Finance

Forbes.com

The Stakes Are Even Higher When Planning For Women. Here's What You Can Do.

Are you a single woman ? If so, your financial planning needs are greater than the average couple or single man.

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Related Topix: Personal Finance, Social Security, Financial Services

USA Today

How to find the right financial adviser

How to find the right financial adviser Many financial planners belong to professional organizations that certify them.

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Related Topix: Newtown, PA, Personal Finance

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