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Estate Planning News

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

26 min ago | The Chappaqua Daily Voice

Learn About Elder Planning At Three-Part Lecture Series By NWH

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.

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Related Topix: Chappaqua, NY, Personal Finance, Events

1 hr ago | CBC News

Clients feel scammed as alleged lawyer misconduct kept quiet

Angelika Opic and Carrie Forsythe lost thousands of dollars after they hired lawyers who have since been suspended for serious alleged misconduct. Clients of two lawyers accused of serious misconduct are outraged over being kept in the dark about their lawyers' records, which they said derailed their cases and cost them thousands.

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Related Topix: Personal Finance, North America, Canada, World News,

Sun Sep 14, 2014

Catholic.net

Taking Mary into My Home

IntroductoryPrayer: You are true goodness and life, Lord. Closeness to you brings peace and joy.

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Related Topix: Personal Finance

Law Professor Blogs Network

Top 10 "Trust Advisor" Stories of 2014

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 .

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Related Topix: Best of 2007, Personal Finance

Law Professor Blogs Network

Top 10 "Trust Advisor" Stories of 2014

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 .

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Related Topix: Best of 2007, Personal Finance

Sat Sep 13, 2014

PR-inside.com

New Report Available: RBS Coutts Bank Ltd - Strategic SWOT Analysis Review

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.

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Related Topix: Investment Services, Personal Finance, Switzerland, World News,

Stuff.co.nz

Strictly for the birds

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.

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Related Topix: Personal Finance

Law Professor Blogs Network

Estate Planning for Unmarried Couples

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.

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Related Topix: Personal Finance

MarketWatch

What Putin's moves mean for investors

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.

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Related Topix: Personal Finance, Mutual Funds, Bryn Mawr, PA, Vladimir Putin

Law Professor Blogs Network

Joan Rivers' Lessons on Pet Planning

Joan Rivers' death has left millions of fans mourning her loss as she represented a huge step forward for women in comedy. When it came to ensuring her loved ones were provided for upon her death, Rivers' did an A List job.

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Related Topix: Personal Finance

Fri Sep 12, 2014

On Wall Street

Hedging Bets in Europe

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.

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Related Topix: Personal Finance, Retirement, World News, NATO (North Atlantic Treaty Organization)

Seeking Alpha

You Really Can Trust In TrustCo Bank

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.

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Related Topix: Personal Finance, Retirement, Home, Mortgage

Forbes.com

Should You Have A Trust?

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.

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Related Topix: Personal Finance, Retirement, Financial Services

Law Professor Blogs Network

Keeping Private Estate Planning Documents Private

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.

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Related Topix: Personal Finance

Islington Gazette

Islington gets exclusive first look at new Tony Benn film

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.

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Related Topix: Personal Finance

Forbes.com

Where Not To Die In 2015

I'm an associate editor at Forbes, reporting on personal finance from my outpost in a Modernist house in New Canaan, Conn. I have a law degree, and I write about how to build, manage and enjoy your family's wealth.

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Related Topix: Publishing, Media, Forbes, Personal Finance, New York Government, New York, Chris Christie, US Governors

Thu Sep 11, 2014

Investopedia

Financial Planners: Specialize In Seniors

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.

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Related Topix: Long Term Care, Personal Finance, Family, Elderly (Senior Citizen)

JD Supra

Video Clip: Family Wants Access to Son's Digital Data After Death

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.

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Related Topix: Minnesota Government, Minnesota, Social Software, Privacy, Personal Finance

Investopedia

Estate Planning Must-Haves For Unmarried Couples

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.

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Related Topix: Personal Finance, Social Security

WMUR-TV Manchester

Money Matters: The potential pitfalls of DIY estate planning

Advice offered by Marc Hebert, president of The Harbor Group Inc. , a certified financial planner. If you have any questions about finance or if you'd like to suggest a future topic, email webstaff@wmur.com .

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Related Topix: Personal Finance

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