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Estate Planning News

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

1 hr ago | Salt Lake Tribune

Man charged with stealing from elderly women in Utah, Arizona

Lonnie G. Hawkins' son had cancer, his wife had a serious brain injury - and he was in charge of two wealthy women's money.

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Related Topix: Utah, Personal Finance

11 hrs ago | Lincoln Daily News

Transitioning from CEO to retiree: Why you need a 5-year plan

T oday's 50-something CEOs tend to have vague dreams of more fishing, traveling or sailing when they retire, but they don't know when that might be, so they haven't begun planning for it.

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Related Topix: Personal Finance, Parenting, Family

15 hrs ago | Law Professor Blogs Network

People Who Acquire Sudden Wealth Are More Susceptible To Fraud

The most recent Estate Analyst newsletter, highlights the different hurdles of planning for new stars, and athletes.

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Related Topix: Personal Finance

19 hrs ago | JD Supra

Non-Tax Considerations in Estate Planning

In estate planning, we often focus heavily upon reducing estate taxes and avoiding probate.

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Related Topix: Personal Finance

Fri May 24, 2013

The Recorder

On the Move

Healy, based in Redwood City, is a member of the firm's business and commercial litigation, director/officer liability and white collar crime practice areas.

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Related Topix: Criminal Defense Law, Law, San Diego, CA, Personal Finance

FiveThirtyEight

Bucks Blog: Talking About Money With Aging Parents

This week's Your Money column tells of Krysten Crawford and her two siblings, who had to wrap up their mother's financial and legal affairs after she died in February.

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Related Topix: Personal Finance

MarketWatch

Making your trust useless without trying

Dan Moisand , a Principal at Moisand Fitzgerald Tamayo, LLC in Melbourne and Maitland, Fla., is one of the financial planning profession's most respected practitioners advising retirees and near retirees.

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Related Topix: Maitland, FL, Personal Finance, Retirement, Social Security

Forbes.com

Estate Planning: Your Need-To-Know

If you answered yes to any of these, here's another question for you: Do you have an estate plan in place? While you may think that estate planning only applies to wealthy individuals with millions in assets who live on, well, estates a think again.

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Related Topix: Personal Finance, Financial Services

JD Supra

Why You Need an Estate Plan Post 2013 Tax Act

Estate planning is the process of designating, during your life, the disposition of your assets upon your death in a manner that attempts to eliminate administrative uncertainties, reduce taxes, and maximize asset protection.

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Related Topix: Personal Finance, Retirement

Government Executive

Beneficiary Beware

My associate Joe Sullender, senior vice president for investments at Wells Fargo Advisors, recently became aware of a potential tax consequence of leaving your Thrift Savings Plan balance to your spouse in a beneficiary participant account.

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Related Topix: IRA, Personal Finance

The Union

Ananda's new leader a familiar Nevada County face

If it wasn't apparent who would take over Ananda when Swami Kriyananda died toward the end of April, he made it pretty clear in his will: "My spiritual successor shall be John E. Novak ." Kriyananda's last will and testament provided that the nine-stone astrological bangle, which Kriyananda wore in his capacity of spiritual director of Ananda, ... (more)

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Related Topix: Nevada County, CA, Personal Finance

Thu May 23, 2013

WebWire

Estrada Legal, PC is Better Alternative to Document Preparers

As the State of Wisconsin recently warned, Consumers should be wary of 'living trusts' preparers.

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Related Topix: Personal Finance

KSOC-FM Dallas

Heavy D's Family Seeking Control Of Deceased Rapper's Estate

When rapper Heavy D passed away in 2011 from a pulmonary embolism, the public saw his family rally together and settle his affairs.

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Related Topix: Personal Finance

Corporate Counsel

Does a Graduate Law Degree Increase a Lawyer's Value?

Today, LL.M. degrees, a.k.a. Masters of Law, or, for the fancy, the Latin name Legum Magister, are offered in a variety of legal specialties ranging from trial advocacy to intellectual property to international law to taxation.

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Related Topix: Personal Finance, Temple University

JD Supra

Estate Planning Alert: New Civil Marriage Law Could Increase Income...

On May 14, 2013, Governor Dayton signed a bill modifying Minnesota Statutes Sections 517 and 518.

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Related Topix: Personal Finance, US Governors, Mark Dayton

Law Professor Blogs Network

Farmers Focus On Estate Planning For Future Farming Operations

There is a need for farmers to pay closer attention to estate planning if they want to pass on their farming operations.

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Related Topix: Personal Finance

SBWire

JLW Law Offices Fine - Tune Their Estate Planning Attorney Services in Accordance with 2013 Tax Laws

There have been several revisions in Capital Gains tax and surtaxes for the financial year 2013, and to comply with these changes, clients require the services of experts.

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Related Topix: Personal Finance

Illinois Bar Journal

TELESEMINAR: Portability of the Estate Tax Exemption: Planning,...

"Portability" is a relatively new concept in estate planning. Introduced in 2012 for a two-year period, portability allows a spouse to transfer or make "portable" the unused portion of his or her lifetime gift tax exclusion to the other spouse.

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Related Topix: Personal Finance, Greenwich, CT

Monterey County Herald

Kenneth Petersen: Organizing data about your estate

Q: In last week's column you wrote about what information, papers and estate planning documents to keep on hand for my beneficiaries and how to organize them with a guidebook that I can purchase from the Hospice Foundation.

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Related Topix: Personal Finance, Natural Disasters

Wed May 22, 2013

KVAL-TV Eugene

Chilling video Susan Powell made before disappearance released

A video missing Utah mom Susan Powell made a year before she disappeared indicates her marriage to Josh Powell was troubled and she wanted documented proof of their assets.

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Related Topix: Personal Finance, West Valley, UT