Estate Planning Newswire (Page 2)

Estate Planning Newswire (Page 2)

Comprehensive Real-Time News Feed for Estate Planning. (Page 2)

Results 21 - 40 of 5,584 in Estate Planning

  1. Attorneys volunteer to write wills for first respondersRead the original story w/Photo

    Tuesday May 22 | KATC-TV Lafayette

    Volunteer attorneys, working with the Louisiana State Bar Association and the Wills for Heroes Foundation, will draft wills for first responders in Lafayette parish for free. The event will be held on June 16 from 10 a.m. until 1 p.m. at the Lafayette Par Association on Johnston Street.

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  2. Should I create an Israeli will or an American will?Read the original story w/Photo

    Wednesday May 23 | Arutz Sheva Israel News

    Doug Goldstein, CFP and cross border financial planner, discusses with Albert Goodwin, a New York estate planning attorney, options for wills when someone has assets in both the U.S. and Israel. They discuss the advantages and limitations of each country's will.

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  3. The 3 Reasons Why People Do Estate PlanningRead the original story

    Wednesday May 23 | Law Professor Blogs Network

    Even if you believe that your assets are minimal, there is still a need to actively participate in estate planning. Depending on how the probate process operates in your particular jurisdiction, there may be extensive fees or taxes that could be eliminated by hiring a knowledgeable estate planning attorney.

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  4. The Second Time Around: Estate Planning for Blended FamiliesRead the original story w/Photo

    Wednesday May 23 | JD Supra

    Estate planning is about formalizing your intentions for what will happen when you pass away. For those in a second marriage with children from a prior relationship, it is even more important to spell out your intentions and plan properly for your loved ones.

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  5. Checking and Double-Checking Beneficiary DesignationsRead the original story w/Photo

    Wednesday May 23 | JD Supra

    ... you have significant life changes, such as marriage, divorce, or birth of a child, check the terms of your estate planning documents and your beneficiary designations to ensure the appropriate parties are named. DISCLAIMER: Because of the generality ...

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  6. Avoiding the 50% Penalty on Overlooked RMDsRead the original story w/Photo

    Wednesday May 23 | Kiplinger Online

    ... of Piershale Financial Group in Crystal Lake, Illinois. He works directly with clients on retirement and estate planning, portfolio management and insurance needs. This article was written by and presents the views of our contributing adviser, not ...

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  7. Orion's May 2018 Product Updates Empower Financial Planners, Chief Compliance OfficersRead the original story w/Photo

    Wednesday May 23 | Insurance News Net

    Software Update to better support firms in their shift to offer more advice-driven services, work more seamlessly between critical applications, and streamline compliance oversight obligations. The most impactful system updates and enhancements include: Orion has enhanced its Bill Pay service, now enabling advisors to generate bills through their Billing Generator app for a variety of one-time and recurring fees beyond traditional investment management fees, including financial planning, tax planning, estate planning, and more.

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  8. Do spouses owe tax on inherited bank accounts?Read the original story

    Wednesday May 23 | The Jersey Journal

    Q. In New Jersey, if a spouse dies, does the surviving spouse have to pay taxes on a joint checking account? A friend has been sent a form to fill out four years after his wife died in regards to a joint account. Is this right? - Flummoxed When two people establish a joint account, it can be with rights of survivorship or without rights of survivorship , said Catherine Romania, an estate planning attorney with Witman Stadtmauer in Florham Park.

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  9. Elga Goodman Talks Pet Trusts on WHDA PodcastRead the original story

    Wednesday May 23 | Law Firm Newswire

    Attorney Elga Goodman, founder of Elga Goodman Law, has a well-earned reputation for providing individuals, families and businesses in New Jersey with comprehensive estate planning services . Now, Elga is sharing her insights about Pet Trusts in an exclusive WHDA podcast recognizing Pet Month.

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  10. The Sydney Stingers are heading to Paris to compete at this year's Gay GamesRead the original story w/Photo

    Wednesday May 23 | Sydney Star Observer

    ... Vagation, personal care products from L'Oreal, travel vouchers from Jason Smith Travel Managers, a $1,500 estate planning package from Tiyce & Lawyers, swimwear from Sluggers and AussieBum, and plenty of champagne! The nights will be hosted by local ...

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  11. CLE on Firearms in Estate Planning and AdministrationRead the original story

    Tuesday May 22 | Law Professor Blogs Network

    The National Business Institute is holding a conference entitled, Firearms in Estate Planning and Administration , which will take place Thursday, August 23, 2018 at the Norris Conference Centers - Fort Worth/Sundance Square in Fort Worth, Texas. Provided below is a description of the event: Firearms in estate planning need extra attention to make sure you, your client and the beneficiaries inheriting the firearms are abiding by the intricate nuances of firearm law, especially after all the recent legislative and administrative changes.

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  12. Mom-and-Pop Stores Need CPAs More Now Than EverRead the original story w/Photo

    Tuesday May 22 | The CPA Technology Advisor

    ... For example, their business maybe family owned or a co-op, both of which have special financial planning and estate planning requirements. Be prepared to help them to understand the value of the services you offer by providing case studies and ...

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  13. Do Well By Doing Good - Family Businesses and PhilanthropyRead the original story w/Photo

    Tuesday May 22 | JD Supra

    ... a family's wealth management strategy. The business' attorney can work in tandem with the family's estate planning attorney to ensure profitability and optics while smartly optimizing wealth management. Tax strategies won't be the driving factor, ...

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  14. MSU alum Russell joins Nashville firmRead the original story

    Tuesday May 22 | Mississippi Business Journal

    ... years as a senior relationship manager for a Mississippi trust company. He is a member of the Mississippi Estate Planning Council and past president of the Mississippi Chapter Financial Planning Association. a we'd like to ask for your support. More ...

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  15. 10 Surprising (or Surprisingly Common) Estate Planning MistakesRead the original story w/Photo

    Tuesday May 22 | Kiplinger Online

    When it comes to wills, as a financial planner, I've seen a lot of sad, unfortunate or just plain weird things happen over the years. Poor estate documents can lead to people accidentally cutting loved ones out of inheritances, paying big tax bills unnecessarily and saddling families with expensive, head-scratching legal battles.

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  16. Manchester Financial Celebrates Five-Year Anniversary of Advisor...Read the original story w/Photo

    Tuesday May 22 | PRWeb

    ... created the Women in Financial Transition event series, which brings in a variety of speakers including estate planning attorneys, mental health professionals, and physicians. Since its inception, more than 500 women have attended. Leighton has also ...

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  17. Muslims Must Not Delay Writing A WillRead the original story

    Tuesday May 22 | Malaysian National News Agency

    PETALING JAYA, May 22 -- As life is not eternal, says as-Salihin Trustees Berhad president and chief executive officer Abdul Aziz Peru Mohamed, it would be prudent to do your estate planning early so that heirs are not left in limbo and can reap its benefits. He trusts many Muslims know this, yet they put it off from a mistaken belief that it is for old people to do and that writing a 'wasiat' early is akin to wishing for calamity.

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  18. Nonprofit to get state-owned publishing museum in GuthrieRead the original story w/Photo

    Monday May 21 | NewsOK.com

    ... right now. Details will be revealed, as we all want the transaction to be transparent," said Bilodeau, an estate planning attorney who lives next to the building and has an office in Edmond. It will be an in-kind purchase based on a property ...

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  19. Rollins v. Lor Inc LorRead the original story w/Photo

    Monday May 21 | FindLaw

    H. Lamar Mixson, Timothy Scot Rigsbee, Robert L. Ashe III, Atlanta, Thomas G. Rafferty, Antony L. Ryan, Samira Shah, for Appellant in A18A0638. Alan William Bakowski, James Andrew Lamberth, Atlanta, William N. Withrow Jr., for Appellee in A18A0638.

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  20. Financial Poisea Announces "Employment Law 101,' a Webinar...Read the original story w/Photo

    Friday May 18 | PRWeb

    ... The ONE HOUR LAW SCHOOL 2018 Series is produced by Financial Poise.a The final episode of the series is "Estate Planning & Asset Protection-101," airing on June 19th at 11:00 AM CST. All episodes will be available live through West LegalEdCenter and ...

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