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Monday, July 15, 2013

07/15/13 The Raw Estate Planning News Feed

Comprehensive Real-Time News Feed for Estate Planning.

  • Delta Trust & Bank Buys Allen Kerr Agency 2013-07-15, 05:31 pm
    ... elta Trust is now able to expand our property and casualty services while still continuing to grow our life, estate planning, health insurance and employee benefits business," Cary Curzon, president of Delta Trust Insurance, said in the news release.
  • Lessons Learned from James Gandolfini's Will 2013-07-15, 05:22 pm
    ... their inheritance and Liliana's are subject to the 40% estate tax. "That's not a disaster," says New York estate planning attorney Bruce Steiner. Assets left to a spouse or a charity escape estate tax; those that pass to other beneficiaries in ...
  • The John Marshall Law School in Chicago A Leader in Online Legal Education 2013-07-15, 09:20 am
    As many begin to favor online courses over the physical classroom, The John Marshall Law School in Chicago leads legal education through online degrees, online courses and its first MOOC.
  • Syndicated Morning Co-Host Andy Blacksmith Returns To The Airwaves 2013-07-15, 02:18 pm
    CCM+E syndicated morning co-host ANDY BLACKSMITH of THE MORNING BUZZ returned to the airwaves this morning after multiple surgeries.
  • Signature Financial expands reach with deal for Indianapolis' Foresight Financial 2013-07-15, 02:11 pm
    Signature Financial Group, a financial and estate planning firm in Columbus, is bolstering its presence in Indiana and Illinois with the acquisition of Indianapolis' Foresight Financial Management.
  • Demorest Law Firm, PLLC Attorney Graduates from Detroit Regional... 2013-07-15, 10:20 am
    ... in the areas of business law, litigation, employment law, real estate matters, tax planning, tax disputes, estate planning, probate matters, construction law, condemnation, inverse condemnation and sports law. They strive to understand each client's ...
  • Financial Advisor Pat Vitucci to Conduct Seminar/Workshop in... 2013-07-15, 12:48 pm
    ... at planning for retirement and ways to maximize savings on taxes. Other important subjects will include estate planning, long term care and life insurance, risk management and preservation of savings. Questions from the audience will also be ...
  • Surratt Law Practice Attorneys Ranked as Top Lawyers in Northern... 2013-07-15, 11:32 am
    ... litigation and general tort liability. She currently works with families to avoid conflicts and assists with estate planning matters. Brachmann has practiced family law since 2003. Over the course of her career, she has served families facing a wide ...
  • The essentials of online estate planning 2013-07-15, 08:49 am
    Our online personas are certainly convenient -- these days, we do a vast amount of online commerce and routinely pay most of our bills electronically.
  • Daughters may not always open up to their parents 2013-07-15, 06:31 am
    ... and answer 20 questions about financial management, saving and investing, insurance and estate planning, use of credit, and shopping and spending. The survey, which is part of a research study, also asks for some basic demographic information. ...
  • Stephen J. Lacey: Death can tear even closest families apart 2013-07-15, 03:00 am
    ... such as stocks and bonds. But you can gift cars, expensive watches and your coin collection. With proper estate planning, you can achieve the goal of having the adult child that lives in town be able to act for you legally if you can no longer act. ...
  • Austin Law Firm, Zinda & Davis PLLC Welcomes Attorney, Taylor Mohr 2013-07-15, 06:02 am
    ... for Wells Fargo Bank. There, she gained invaluable expertise on personal finance management and estate planning, knowledge that she uses today to help clients with asset division during a divorce. Taylor grew up in Nacogdoches, Texas and was adopted ...
  • Financial Advisor Arkansas and Financial Planner Arkansas 'Best of... 2013-07-15, 06:01 am
    ... services: Retirement Planning, Asset Protection, Tax Minimization Planning, Long Term Care Planning, Estate Planning, IRA Asset Planning, Trusts, Life Insurance, Probate, Charitable Giving, Income Planning & IRA & 401(K) Rollovers. Call Chastain ...
  • Pozzuolo Rodden, PC, Philadelphia Business Attorneys, Are Pleased to... 2013-07-15, 03:34 am
    ... Five Star Wealth Managers. Please read Joseph R. Pozzuolo Esquire's biography and other corporate law or estate planning topics at http://www.pozzuolo.com Pozzuolo Rodden, P.C. provides specialized cost-effective legal services to privately held ...
  • Bar association to hold legal clinics 2013-07-15, 01:56 am
    ... Tuesday at Tracy Branch Library, 20 E. Eaton Ave. Areas of law covered in this session will be criminal law; estate planning, wills and trusts; family law; and probate and tax law. July 24 at the San Joaquin County Legal Law Library, 20 N. Sutter ...
  • Briefs -- Published July 15, 2013 2013-07-15, 01:48 am
    ... Tuesday at Tracy Branch Library, 20 E. Eaton Ave. Areas of law covered in this session will be criminal law; estate planning, wills and trusts; family law; and probate and tax law. July 24 at the San Joaquin County Legal Law Library, 20 N. Sutter ...
  • Names and Faces 2013-07-15, 12:21 am
    ... three years and is also a former member of MCF's Legacy Society Committee. Bartirome heads Blalock Walters' Estate Planning Group in Bradenton and Sarasota. David Lafferty, chief information officer at Tidewell Hospice, has achieved professional ...
  • Evan Guthrie Law Firm Speaks About Legal Profession At Stratford High ... 2013-07-15, 12:01 am
    ... to practice law throughout the state of South Carolina. The Evan Guthrie Law Firm practices in the areas of estate planning probate wills living trust special needs trusts personal injury accident and divorce and family law and entertainment law. ...
  • Liza Horvath, senior advocate :Keeping sharp for driving 2013-07-14, 08:14 pm
    ... your self-sufficiency, mobility and right to drive. Liza Horvath has over 30 years' experience in the estate planning and trust fields and is the president of Monterey Trust Management, a financial and trust management company. This is not intended ...
  • Evan Guthrie Law Firm Speaks About Legal Profession At Stratford High School Career Day In SC2013-07-14, 06:23 pm
    ... to practice law throughout the state of South Carolina. The Evan Guthrie Law Firm practices in the areas of estate planning probate wills living trust special needs trusts personal injury accident and divorce and family law and entertainment law. ...

Saturday, July 6, 2013

07/06/13 Comprehensive Real-Time News Feed for Estate Planning.

  • James Hale and Joann Hale v. Billy Hale Jeremy Hale Chris Hale Eric... 2013-07-05, 01:00 am
    JAMES HALE AND S JOANN HALE v. BILLY HALE, JEREMY HALE, S CHRIS HALE, ERIC HALE, VANESSA HALE, MICHELLE HALE, BESSIE HALE AND GWENDOLYN HALE Appellants, James and Joanna Hale, appeal from an order of the Breathitt Circuit Court granting a motion for directed verdict in favor of Billy, Jeremy, Chris, Eric, Vanessa, Michelle, Bessie and Gwendolyn ... (more)
  • An Arrow Diagram Is Not Considered to Be a Handwritten Will 2013-07-06, 01:23 am
    GRP Rainer Attorneys and Tax Accountants in Cologne, Berlin, Bonn, Bremen, DA1 4sseldorf, Essen, Frankfurt, Hamburg, Hanover, Munich, Nuremberg, Stuttgart and London http://www.grprainer.com/en explain: With its decision from 11 February 2013 , the higher regional court in Frankfurt, Germany made it clear that an arrow diagram does not qualify as a ... (more)
  • Elder Law Overview 2013-07-05, 09:00 pm
    ... law focuses on the legal needs of the elderly and those with special needs. Elder law primarily concerns estate planning, probate, guardianship, Medicare, Medicaid, veteran's benefits, and retirement planning. Elder law attorneys commonly advise ...
  • Steps for avoiding estate planning mistakes 2013-07-05, 08:05 pm
    ... mistakes people make, mistakes that can lead to expensive and time-consuming disputes. 1. Get all your estate planning documents together in one place. Wills , beneficiary designations, trusts and medical directives that can't be easily located can ...
  • 4 Seniors: Ensure pets OK after you're gone 2013-07-05, 07:16 pm
    Pet trusts and pet protection agreements have become increasingly popular in recent years as elderly pet owners are looking for ways to ensure their pets will be well cared for when they're no longer able to do the caring.
  • 4 Seniors: How to ensure your pets are cared for 2013-07-05, 07:15 pm
    Pet trusts and pet protection agreements have become increasingly popular in recent years as elderly pet owners are looking for ways to ensure their pets will be well cared for when they're no longer able to do the caring.
  • Retirement Weekly: DOMA ruling: Taxes, retirement, estate planning 2013-07-05, 05:43 pm
    The Supreme Court's decision in Windsor v. U.S., has effectively struck down Section 3 of the Defense of Marriage Act, also known as DOMA, retroactively.
  • Financial advisor asking $1.3M for Boca Raton 4BD 2013-07-05, 03:00 am
    ... planning specialist at the financial services firm in Boca Raton. She previously worked in the insurance and estate planning division of Prudential Insurance Co. She has also served as a trustee member of the Boca Raton Chamber of Commerce and was a ...
  • It's The Law: Adult adoption may be an estate planning tool 2013-05-05, 03:00 am
    ... the adult adoption case of Dennis v. Klein. But, unlike in Goodman, the adoption in Klein was intended for estate planning purposes and not an effort by a former spouse to circumvent an agreed trust created with his ex-wife. In Klein, a man with net ...
  • Liberal hopeful lost 'sham' Barbados trust tax case 2013-07-05, 03:47 pm
    ... this trust was to avoid tax, which would result in more money in Mrs. Antle's hands. There was no element of estate planning. Mr. Antle could give the shares to his wife, pay the tax, leaving his wife $1.1 million, or he could settle a Barbados ...
  • Cultural Pittsfield This Week: July 5-11 2013-07-05, 01:28 pm
    You're invited to come out and explore Pittsfield's Upstreet Cultural District's shops, restaurants and galleries to check out artwork by dozens of talented local artists .
  • Estate planners have questions in wake of DOMA ruling 2013-07-05, 11:59 am
    ... of the federal Defense of Marriage Act, has same-sex marriage advocates cheering and opponents re-grouping. Estate planning attorneys, meanwhile, are left scratching their heads. Despite the momentous nature of the decision, the immediate impact on ...
  • Gary Crisci Receives Accredited Asset Managment Specialists Designation 2013-07-05, 11:05 am
    ... opportunities in investments but also in such areas as insurance*, tax-efficient investing**, retirement and estate planning strategies**," said Gary, Managing Principal of Crisci Private Wealth Management. Accredited Asset Management Specialists ...
  • Take over seller's loan with assumable mortgage 2013-07-05, 11:02 am
    ... can be assumed without the property being sold. That might make sense in connection with a divorce, estate planning or gift of real estate, for example. For the seller, the primary advantage of an assumable loan is it can make the house more ...
  • Steck leads Capital Region for outside income 2013-07-03, 03:00 am
    ... Bethlehem Democrat who is also a lawyer, reported between $20,000 and $50,000 in outside income, related to estate planning, real estate and personal injury work. Assemblywoman Patricia Fahy does not have an outside job, but reported earnings of ...
  • Vital documents all adults should possess 2013-07-03, 03:00 am
    ... arrange how they are passed on with minimal tax consequences for your heirs. An attorney who specializes in estate planning can help you. 5. Credit reports: In today's world, your credit report can make or break you financially. Your credit score ...
  • Machel: Mandela 'is sometimes in pain' 2013-07-05, 06:35 am
    Doctors have advised Nelson Mandela's family that his life support should be turned off because he was in a "permanent vegetative state", reports a British newspaper, quoting court documents.
  • Read "Jimmy Amadie Trio: Live At The Philadelphia Museum of Art" 2013-07-05, 04:32 am
    In a period of profound artistic expansion and change in jazz, with labels like ECM, Winter & Winter and Pirouet and countless self- produced recordings erasing and redrawing genre lines, is it even proper to celebrate the time tested, the mainstream, the old fashioned purveyors of the music? Is there a need for one more traditional piano trio ... (more)
  • Care planning workshops to be held throughout July 2013-07-05, 03:46 am
    ... Planning," will be July 24. Information will be provided about legal documents, financial concerns and estate planning. Analyzing one's housing needs and reorganizing one's personal possessions will be included. The fourth session will be "Final ...
  • He's not afraid: A Michigan man's mission to Mars 2013-07-05, 03:00 am
    We've all heard and read about the next great space adventure facing the United States, if we do ever return to the kind of exploration mentality that once led America to become the leader in pioneering interstellar quests.

Wednesday, July 3, 2013

07/03/13 Comprehensive Real-Time News Feed for Estate Planning

  • Third Annual Institute on Tax, Estate Planning and the Economy 2013-07-03, 09:00 pm
    The Society of Trust and Estate Practitioners is presenting the Third Annual Institute on Tax, Estate Planning and the Economy on Thursday, January 30th to Saturday, February 1st, 2014.
  • 'The Final Hours': How crisis that led to 'military coup' unfolded in Egypt 2013-07-03, 08:22 pm
    The army said it wasn't a military coup. President Mohammed Morsi's cheering opponents, gathered once again in their hundreds of thousands, insisted it wasn't a military coup.
  • Avoid pitfalls when transferring assets to kids 2013-07-03, 07:51 pm
    ... children. (Les Palenik/Thinkstock) When I sat down with James, he shared with me his story. As part of his estate planning, he's been wanting to transfer ownership of his cottage and a rental property to his son and daughter respectively. So, a few ...
  • Free July 10 Seminar in Brookfield to Address Pre- Planning, End-of-Life Issues 2013-07-03, 06:02 pm
    ... Topics will include how to discuss pre-planning with family members, and the process and documentation of estate planning. "Most families avoid talking about pre-planning because it's a difficult conversation," said Pellmann, a veteran estate ...
  • Medicaid Planning Is Last Resort for Many Facing Long Term Care -... 2013-07-03, 05:27 pm
    Medicaid Planning Is Last Resort for Many Facing Long Term Care - Plano Estate Planning Attorney Dan Chern Expands His Law Practice, Educating Families on Alternatives Medicaid planning alternatives are available with proper planning.
  • Steck leads Capital Region for outside income 2013-07-03, 04:50 pm
    ... Bethlehem Democrat who is also a lawyer, reported between $20,000 and $50,000 in outside income, related to estate planning, real estate and personal injury work. Assemblywoman Patricia Fahy does not have an outside job, but reported earnings of ...
  • Gay Marriage: Impact on Real Estate 2013-07-03, 03:47 pm
    ... marriage" for gay couples, says Los Angeles attorney Wendy E. Hartmann, who specializes in tax and estate planning for same-sex couples. Practitioners should, however, encourage couples to obtain legal advice on such title and tax matters from an ...
  • Attorney Loots Deceased Man's Estate 2013-07-03, 03:09 pm
    ... they ever imagined as well. As more and more baby boomers are reaching retirement age it's a good idea to estate planning. Such planning can help avoid the problems one family faced. "Erik Varvir: He had looted the estate." Erik is referring to the ...
  • Kenneth Petersen: 529 plans and estate planning 2013-07-03, 02:33 pm
    ... go to college. How do the College Savings Plans that you have been writing about fit in with my estate planning? A: In my last two columns I explained that Section 529 College Savings Plans, governed by Internal Revenue Code Section 529, allow you ...
  • The Supreme Court's Gay Marriage Ruling Is Bad News For Some Gay-Friendly Financial Advisors2013-07-03, 02:27 pm
    ... decision overturning the Defense of Marriage Act will do to business. For some firms that offered niche estate planning for same-sex couples, the decision - might actually harm short-term business. Still, plenty of firms could get new clients now ...
  • Hemenway & Barnes Joins Boston Bar Association's "Marathon Monday ... 2013-07-03, 12:23 pm
    ... each client with services that are specifically tailored and results-oriented. Areas of expertise include estate planning, litigation, corporate work, and real estate. Its affiliate, Hemenway Trust Company LLC, is a New Hampshire based, private ...
  • Feng Shui and Organizing Paperwork 2013-07-03, 12:12 pm
    ... records (gas mileage, travel, supplies, etc.) Save it: Divorce documents Tax returns Most recent versions of estate planning Retirement plans Wills Advanced Directives Audit Reports Titles, deeds, records of purchases of real estate and property ...
  • Hemenway & Barnes Joins Boston Bar Associationa s a oeMarathon Monday... 2013-07-03, 11:49 am
    ... each client with services that are specifically tailored and results-oriented. Areas of expertise include estate planning, litigation, corporate work, and real estate. Its affiliate, Hemenway Trust Company LLC, is a New Hampshire based, private ...
  • Barry H Spencer's Book, The Secret of Enduring Wealth, Receives High Praise 2013-07-03, 11:46 am
    In June, nationally recognized estate planning authority and attorney Stephen R. Leimberg highlighted Barry H Spencer's book, The Secret of Enduring Wealth, as a must read for estate planning attorneys, financial advisors, and professionals serving the wealthy in the setting up and establishing their estate plans.
  • Law - 'Ruling on Same-Sex Marriage May Help Resolve Status of Divorce' 2013-07-03, 10:48 am
    ... ight of the court's decision, married couples living in states where they can divorce "really should look at estate planning documents and prenuptial agreements," because federal regulations governing the division of assets may now apply.
  • High Praise for Barry H Spencer's Book, The Secret of Enduring... 2013-07-03, 10:20 am
    In June, nationally recognized estate planning authority and author Stephen R. Leimberg highlighted Barry H Spencer's book, The Secret of Enduring Wealth, calling it a must read for estate planning attorneys, financial advisors, and professionals serving wealthy and high net worth families.
  • Makaziwe: Mandla trying to cash in on Mandela's burial 2013-07-03, 09:56 am
    Mandla Mandela wants to force Nelson Mandela's place of burial away from Qunu to Mvezo for financial gain, according to Makaziwe's court affidavit.
  • South Africa: Mandla Wants to Decide Where Madiba Is Buried 2013-07-03, 03:23 am
    Nelson Mandela's grandson, Mandla, was expected to tell a court on Wednesday that he had a cultural right to decide where the former statesman is buried.
  • Mandla to argue culture in burial spat 2013-07-03, 04:16 am
    Ben Moshatama hangs his head in shame when he looks at all the rumours flying around in cyberspace regarding Nelson Mandela's health.
  • Peers Honor A to Z Law Paralegal with Countywide Award 2013-07-03, 03:43 am
    ... by the Ventura County Paralegal Association. Godinez, who works primarily with the Oxnard firm's Probate and Estate Planning department, has been with A to Z Law since 2008. "I have been fortunate to find a career I am proud of and enjoy working ...

Friday, April 19, 2013

Thursday, April 18, 2013

Warren Buffett still paying a lower tax rate than his secretary

... individuals and business owners with creative solutions, and serves as their trusted advisor. Matthew's estate planning practice focuses on preserving clients' wealth by providing comprehensive, highly personalized estate planning counsel to ...

http://www.examiner.com/article/warren-buffett-still-paying-a-lower-tax-rate-than-his-secretary?cid=rss

Man sues over being left out of sister's death, funeral

A Burlington man is suing his sister's power of attorney, claiming relief for not being notified of his sister's grave illness or death.

http://www.thetimesnews.com/news/top-news/man-sues-over-being-left-out-of-sister-s-death-funeral-1.128960

CFPB says 'senior' specialists causes confusion

... one from the next. For example, the report pointed out, Certified Estate Planners (CEP), Chartered Estate Planning Practitioners (CEPP) and Certified Estate and Trust Specialists (CES) are different designations conferred by different organizations, ...

http://washingtonexaminer.com/cfpb-says-senior-specialists-causes-confusion/article/feed/2090607?custom_click=rss

Financial advisers' credentials mislead seniors, watchdog says

The consumer watchdog on Thursday called for tougher oversight of the credentials that financial advisers use to show they are trained to work with older Americans.

http://www.foxbusiness.com/news/2013/04/18/financial-advisers-credentials-mislead-seniors-watchdog-says/

Financial advisers' credentials mislead seniors, watchdog says

It's The Law: Adoption of a girlfriend can be problematic

... covers a broad range of subjects, including civil litigation, real estate, business and corporate law, estate planning and probate, domestic relations and contracts. He writes this column periodically with respect to legal matters that frequently ...

http://www.marconews.com/news/2013/apr/18/its-the-law-adoption-of-a-girlfriend-can-be/?partner=RSS

CFPB Recommends Regulation of "Senior Designations"

... clear means for seniors to distinguish among them. For example , Certified Estate Planners (CEP), Chartered Estate Planning Practitioners (CEPP), and Certified Estate and Trust Specialists (CES) are different designations conferred by different ...

http://www.mortgagenewsdaily.com/04182013_cfpb_regulations.asp

Financial advisers' credentials mislead seniors, watchdog says

The consumer watchdog on Thursday called for tougher oversight of the credentials that financial advisers use to show they are trained to work with older Americans.

http://au.ibtimes.com/articles/458881/20130419/financial-advisers-credentials-mislead-seniors-watchdog-says.htm

It's The Law: Adoption of a girlfriend can be problematic

... covers a broad range of subjects, including civil litigation, real estate, business and corporate law, estate planning and probate, domestic relations and contracts. He writes this column periodically with respect to legal matters that frequently ...

http://www.naplesnews.com/news/2013/apr/18/its-the-law-adoption-of-a-girlfriend-can-be/?partner=RSS

Maqubela's cross-examination ends

The cross-examination of Thandi Maqubela , accused of the alleged murder of her husband acting judge Patrick Maqubela ended in the Western Cape High Court on Thursday.

http://www.news24.com/SouthAfrica/News/Maqubelas-cross-examination-ends-20130418

Donna Quinn and Jeff Stone Senior Real Estate Specialists

... estate, among many other issues. In addition to guiding clients to the right experts on tax laws, probate, estate planning, and a variety of equity conversion strategies, Seniors Real Estate Specialists can offer clients relevant information on ...

http://www.prlog.org/12121331-donna-quinn-and-jeff-stone-senior-real-estate-specialists.html

Law Office of Laura Mismas Announces New Website

Placerville Estate Planning, Personal Injury and Real Estate Firm, Law Office of Laura Mismas announces the launch of their new website at http://www.lauramismaslaw.com/ . This law firm is located in Placerville, California, and serves the greater Sacramento area and all of northern California.

http://www.sbwire.com/press-releases/law-office-of-laura-mismas-announces-new-website-238006.htm

Domestic symbiosis sustainable endurable moss bathmat

There are many perfumes, soaps, shampoos and skincare that fall under the name of sustainable and a 'return to nature.' But there is nothing like the soft natural experiences of actually walking on green moss carpet, so much that drying your feet on it actually helps to keep it alive.

http://www.examiner.com/article/domestic-symbiosis-sustainable-endurable-moss-bathmat?cid=rss

Mary Vlasak Snell to address succession planning for women business owners at May 2 NAWBO meeting

... clubhouse, located at 11481 Grand Oak Blvd. in Estero. Snell, who joined the firm in 1987, specializes in estate planning, probate and trust administration, guardianship, Medicaid planning and business law. She is a member of numerous local and ...

http://www.naplesnews.com/news/2013/apr/18/mary-vlasak-snell-to-address-succession-planning-f/?partner=RSS

Heirs might miss what's in online accounts

... including cyber accounts that are available only online. Berks County lawyers who concentrate in wills and estate planning, said the online accounts are just another asset and they advise clients to include an up-to-date inventory with their wills, ...

http://www.njherald.com/story/22013478/heirs-might-miss-whats-in-online-accounts

Financial Advisor Pat Vituccito Conduct Seminar/Workshop in...

... at planning for retirement and ways to maximize savings on taxes. Other important subjects will include estate planning, long term care and life insurance, risk management and preservation of savings. Questions from the audience will also be ...

http://www.prweb.com/releases/2013/4/prweb10613269.htm

Pasadena Bar Association Hosts 3rd Annual Speech Scholarship Contest, ...

... in the Los Angeles area. Their specialized attorneys are experienced in all areas of family law and estate planning, supported by today's most advanced legal resources. Founded by a former police officer turned assistant district attorney, their ...

http://www.prweb.com/releases/2013/4/prweb10646308.htm

Black Pride celebrates 'new beginnings'

Philadelphia Black Gay Pride will return under the direction of a new leader and with new events this year.

http://www.epgn.com/view/full_story/22279483/article-Black-Pride-celebrates--new-beginnings-?instance=home_news

'Advanced Planning and How a Good Estate Plan Forestalls Troubled...

... of business seminars. He enjoys helping people apply the law, not only to provide asset protection and estate planning, but to use it to structure businesses and save taxes, helping individuals achieve success. LegaLees was founded in 1982 by Lee R. ...

http://www.prweb.com/releases/2013/4/prweb10645863.htm

What Obama's New Budget Proposal Could Mean for Your Finances

... planning. But if you're worried that your estate would still be taxable, you might want to consult with an estate planning attorney about strategies like gifting up to $14k (or $28k if you're married) per donee tax free each year and using an ILIT ...

http://www.forbes.com/sites/financialfinesse/2013/04/18/what-obamas-new-budget-proposal-could-mean-for-your-finances/?ss=personalfinance

CLE on Creating Domestic Asset Protection Trusts

... Domestic asset protection trusts have become an important component of many clients' wealth preservation and estate planning.

http://lawprofessors.typepad.com/trusts_estates_prof/2013/04/cle-on-creating-domestic-asset-protection-trusts.html

Preparing for next phase of life is topic of May conference

... Ingold will speak about transitioning from home to other locations of care and what one needs to know about estate planning, power of attorney, guardianship, living wills and health care proxies. She will also discuss legal responsibilities of the ...

http://www.wnypapers.com/news/article/current/2013/04/18/110567/preparing-for-next-phase-of-life-is-topic-of-may-conference

Heirs might miss what's in online accounts

... including cyber accounts that are available only online. Berks County lawyers who concentrate in wills and estate planning, said the online accounts are just another asset and they advise clients to include an up-to-date inventory with their wills, ...

http://readingeagle.com/article.aspx?id=470587

Larson Promoted at White Oaks Wealth Advisors to Director of Operations

... experience in areas such as retirement planning, investment advice and management, family office services, estate planning, tax planning, stock option exercise, charitable gift planning, qualified plan distribution planning, and many other issues ...

http://www.prweb.com/releases/prweblarson-promoted/whiteoaks/prweb10644353.htm

Obituary: Jean C. McEvoy active in Sacramento legal community

... her family said. Ms. McEvoy was a strong advocate for others well before she became a lawyer specializing in estate planning and conservatorships. She lived in South Africa in her 20s and was active in the Black Sash, a movement by white women who ...

http://www.sacbee.com/2013/04/18/5350953/obituary-jean-c-mcevoy-active.html#mi_rss=Obituaries

Creating a living will has numerous benefits

... will while an individual is still healthy. This helps guarantee that the proper decisions are made. One estate planning attorney notes that the presence of a living will made a huge difference when her father died. Her father had created and ...

http://www.24-7pressrelease.com/press-release-rss/creating-a-living-will-has-numerous-benefits-340282.php

Wednesday, April 17, 2013

CLE on Multistate Estate and Gift Planning

... to a former spouse, community property, homestead protection, and prenuptial agreements can override estate planning documents State law restrictions on the ability to choose trustees (corporate or individual), executors, and others who will make ...

http://lawprofessors.typepad.com/trusts_estates_prof/2013/04/cle-on-multistate-estate-and-gift-planning.html

Are Advisor Fees Worth It? The Family Office Debunks Another Wall Street Myth

... fiduciary status; and 3) ability to advise based on sound business judgement integrating client's legal, estate planning, tax, and investment needs. The mix of investments and assets has to be designed around client's needs-not a financial ...

http://www.prweb.com/releases/2013/4/prweb10639961.htm

Kenneth Petersen: Investment market quiz

... cipal of Monterey Private Wealth Inc. in Monterey. Send questions concerning investing, taxes, retirement or estate planning to 2340 Garden Road, Suite 202, Monterey 93940 or ken@montereypw.com .

http://www.montereyherald.com/business/ci_23044984/kenneth-petersen

Living Trust Spokane: Fraud Against the Elderly Continues to Rise

... population for many years. All of their services, including guardianship services, Medicaid planning and estate planning, are designed to protect seniors and their assets. Scam artists call seniors by phone or email them with elaborate frauds that ...

http://www.sbwire.com/press-releases/living-trust-spokane-fraud-against-the-elderly-continues-to-rise-236602.htm

Wyden bill targets veterans 'pension poachers'

... investigation, GAO identified more than 200 organizations across the country that market financial and estate planning services to help potential pension claimants with excess assets qualify for pension benefits. The full GAO report can be found ...

http://www.ktvz.com/news/Wyden-bill-targets-veterans-pension-poachers/-/413192/19786550/-/8yyy4t/-/index.html

'Law in the Mall' event offers free legal advice to all

... civil, elder law, family law, landlord & tenant, criminal, real estate/condominium, and wills, probate and estate planning. The public is advised to bring with them any relevant documents for meeting with an attorney. Attorneys will also present ...

http://www.winknews.com/Local-Florida/2013-04-17/Law-in-the-Mall-event-offers-free-legal-advice-to-all

Estate planning seminar planned Thursday at Gruenau Hall

... to make such a large gift free of gift taxes is something that has only recently become available as an estate planning tool. In the past, the largest lifetime gift available was limited to one million dollars, including the year 2010, when the ...

http://www.cuerorecord.com/articles/2013/04/17/estate-planning-seminar-planned-thursday-gruenau-hall

Homes protestors take to the streets in Clitheroe

... of the new homes ANGRY residents are staging a protest walk as part of their campaign to get the Standen Estate planning application in Clitheroe rejected. According to a Clitheroe Residents Action Group (CRAG) survey, 2,500 residents oppose the ...

http://www.thisislancashire.co.uk/news/10360949.Homes_protestors_take_to_the_streets_in_Clitheroe/

Gail Abrams Estate Planning in Watchung advises on a Living Probate

... However, the harsh reality is if you become physically or mentally ill and have failed to establish simple estate planning documents appointing a Power of Attorney for Health Care and a Power of Attorney for Assets, the court will step in and ...

http://www.nj.com/suburbannews/index.ssf/2013/04/gail_abrams_estate_planning_in.html

Ask the Experts: Confused by trust? Lawyer could help

This week, estate planning attorney Carlena Tapella, one of sacbee.com's "Ask the Experts" panelists, answers readers' questions on living trusts.

http://www.sacbee.com/2013/04/17/5347720/ask-the-experts-confused-by-trust.html#mi_rss=Business

Making tax time rewarding by finding ways to put extra cash in your pocket

Preparing your annual tax return can actually be a rewarding experience if you know how to take advantage of all the tax deductions and credits, says CIBC's tax and estate planning expert, "If you know where to look, preparing your taxes can be enjoyable as you find savings and ways to reduce your taxes," says .

http://www.newswire.ca/en/story/1147567/making-tax-time-rewarding-by-finding-ways-to-put-extra-cash-in-your-pocket

Financial seminar on ACA coming to local library

... open to the public and free to attend. This will be one of many sessions, with additional events focusing on estate planning, efficient use of credit, financial planning and other general financial topics. For additional information on the event, ...

http://www.newsmagazinenetwork.com/2013041733826/financial-seminar-on-aca-coming-to-local-library/

Article on Mason Lee's Will and Testamentary Capacity

Ernest Rigney recently published an article entitled, T he Contentious Will of Mason Lee: A Clarification of South Carolina's Leading Case Regarding Testamentary Capacity , 20 J.S. Legal Hist.

http://lawprofessors.typepad.com/trusts_estates_prof/2013/04/article-on-mason-lees-will-and-testamentary-capacity.html

Family Business: Retirement decisions today aren't easy

... amily owned and operated firm in Florida and New York, which provides comprehensive financial investment and estate planning services for individuals, families and businesses. Her book is "Preserving Family Wealth & Peace of Mind."

http://www.naplesnews.com/news/2013/apr/17/family-business-retirement-decisions-today-arent/?partner=RSS

FDA Proposal Would Loosen Rules on Approving Alzheimer's Treatments

... could take years, given the variability in age present in Alzheimer's patients . The elder law attorneys and estate planning lawyers at the Hook Law Center in Virginia Beach and Suffolk, help Virginia families with wills, trust & estate ...

http://www.lawfirmnewswire.com/2013/04/fda-proposal-would-loosen-rules-on-approving-alzheimers-treatments/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+lawfirmnewswire+%28Law+Firm+Newswire+Legal+News%29

A life in danger, months after an intruder's attack

Editor's Note: The information presented in this series is based on the reporter's direct observations, conversations, interviews and public records including the Metro Police arrest report, the grand jury transcripts of testimony by Cristopher Martinez, teacher Candace Wagner and various law enforcement officers.

http://www.lasvegassun.com/news/2013/apr/17/grace-through-grief-chapter-4/

Wash. House approves tax changes to raise money

... Supreme Court ruled last year that the estate tax did not apply to married couples who had used a certain estate planning tool prior to 2005. House lawmakers also targeted an exemption for landline phone service after a court ruling suggested the ...

http://www.theolympian.com/2013/04/16/2508551/wash-house-approves-tax-changes.html

Putting your life together after the Boston Marathon explosion

Although there was thankfully few deaths and fewer casualties than there could have been, this may have created some problems with your teen, and there are some warnings that your teen should be aware of.

http://www.examiner.com/article/putting-your-life-together-after-the-boston-marathon-explosion?cid=rss

Business briefs

... spouse in retirement. Britton G. Swank, a elder law attorney from Prather and Swank P.A., will also discuss estate planning basics. Individuals and couples age 50 and older in or near retirement are encouraged to attend. All attendees must ...

http://ww2.wwws-press.com/apps/pbcs.dll/article?AID=2013304170040

House approves tax law changes - Wed, 17 Apr 2013 PST

... Supreme Court ruled last year that the estate tax did not apply to married couples who had used a certain estate planning tool prior to 2005. House lawmakers also targeted an exemption for landline phone service after a court ruling suggested the ...

http://www.spokesman.com/stories/2013/apr/17/house-approves-tax-law-changes/

Factors to consider when purchasing long-term care insurance

... cision as is deciding the type of policy that best fits your situation. An experienced life care planning or estate planning attorney can help you decide what policies and planning tools will help you best.

http://www.24-7pressrelease.com/press-release-rss/factors-to-consider-when-purchasing-longterm-care-insurance-340051.php

Payroll tax problems can overwhelm a company and prove criminal

April 17, 2013 /24-7PressRelease/ -- Sloppy accounting is no excuse when the Internal Revenue Service audits a company.

http://www.24-7pressrelease.com/press-release-rss/payroll-tax-problems-can-overwhelm-a-company-and-prove-criminal-340048.php

Lists - An Aberration

Walking through a local supermarket one oh-so-blissfully spent Saturday afternoon , Satan herself, otherwise known as my girlfriend on less friendly occasions shouted from the cheese aisle, "How much are we on?". Enter the human calculator.

http://www.news24.com/MyNews24/Lists-An-Aberration-20130417

BMA Affordable Assisted Living Community to Host Programs on Estate...

Heritage Woods of Flora, a BMA affordable assisted living community, will be hosting informational programs on Estate Planning and Living Wills on April 22 and on Cardiac Rehabilitation on April 24.

http://www.prweb.com/releases/Assisted-Living/Flora-Illinois/prweb10640805.htm

Tuesday, April 16, 2013

Wednesday, April 17, 2013

... attendees are asked to register by calling Stephanie Bledsoe at (252) 431-1400. Child care will be provided. Estate planning workshop - The N.C. Cooperative Extension will sponsor a workshop, "The Gift of Love: Estate Planning 101," today, from ...

http://www.hendersondispatch.com/calendar/x609282995/Wednesday-April-17-2013

Web tools to help you plan for death

Mark Huffman has been a consumer news reporter for ConsumerAffairs since 2004. He covers real estate, gas prices and the economy and has reported extensively on negative-option sales.

http://www.consumeraffairs.com/news/web-tools-to-help-you-plan-for-death-041713.html

Silent Pocket Tablet - keep your 3G iPad or Android tablet out of temptation's way

You know we've got a problem when people create products to solve them, so it's clear we're suffering from some sort of handheld Internet computing addiction which needs treatment.

http://www.redferret.net/?p=36543&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+redferret%2FnDEQ+%28The+Red+Ferret+Journal%29

Insight on Estate Planning - April/May 2013

... become concerned that he may encounter cash-flow problems in the future if he continues to donate. Joe's estate planning advisor explains how a charitable remainder trust (CRT) can benefit his situation... We can also show you Legal Updates using ...

http://www.jdsupra.com/legalnews/insight-on-estate-planning-aprilmay-2-12972/

gpn07 Notice to Debtors and Creditors State of Georgia County of Appling

All creditors of the estate of JESSE W. DUNWOODY, deceased, late of Appling County, Georgia, are hereby notified to render in their demands to the undersigned according to law, and all persons indebted to said estate are required to make immediate payment to the estate.

http://www.baxleynewsbanner.com/archives/4640-gpn07-NOTICE-TO-DEBTORS-AND-CREDITORS-STATE-OF-GEORGIA-COUNTY-OF-APPLING.html

George L. Cushing is recognized by Continental Who's Who as a 2013 Leading Lawyer

Mr. Cushing's practice is focused on estate planning and estate administration, including related income, estate and gift tax planning, tax return preparation, tax controversies and probate litigation involving disputes within families or between individuals over the disposition of property in estates and trusts.

http://www.sys-con.com/node/2619159

Annuities are the new tax target

... during life and after you pass away. Things get a little complicated when using annuities with Trusts and in estate planning, so this is further reason to always use a tax pro. Below are some basic points to be aware of when it comes to commercial ...

http://www.marketwatch.com/story/annuities-are-the-new-tax-target-2013-04-16?link=mw_home_kiosk

Estrada Legal, PC, Is Available to Serve Clients 24 Hours a Day in Estate and Business Law

The Phoenix law firm, Estrada Legal, PC, serves the Phoenix area with business and asset protection services from Estate Planning to Gun Trusts.

http://www.webwire.com/ViewPressRel.asp?aId=173309

Fletcher wins donated iPad from PATH

... PATH board member, Pam Klein, right, at the annual PATH Dinner/Auction held recently. Forbes specializes in Estate Planning, Probate and Trust Administration an supports PATH in many ways. This year she donated the iPad to help PATH raise money for ...

http://www.redbluffdailynews.com/news/ci_23035903/fletcher-wins-donated-ipad-from-path

Creative Ways to Save More for One's Child's College Education Without Touching One's Retirement Fund

... range of other classes in the coming months including Leaving a Legacy for Loved Ones, Protecting Assets and Estate Planning to mention a few. For more information, one may visit www.goldenwealthsolutions.com About Golden Wealth Solutions, Inc. ...

http://www.sbwire.com/press-releases/creative-ways-to-save-more-for-ones-childs-college-education-without-touching-ones-retirement-fund-238031.htm

Pavese Law Firm paralegal earns advanced certification in Real Estate Principles

... business and taxation, civil litigation, community association, employment, environmental and water, estate planning, probate and trust, family, land use and government, and real estate law. Established in 1949 as a one-person general practice firm, ...

http://www.prlog.org/12119521-pavese-law-firm-paralegal-earns-advanced-certification-in-real-estate-principles.html

Some Americans Get Less Social Security Than Expected

... be so that they can plan properly for their retirement," said John Hale, a Dallas elder law attorney and estate planning attorney. "The provision can cause a large variation in benefits, so it is best to be prepared." The Windfall Elimination ...

http://www.lawfirmnewswire.com/2013/04/some-americans-get-less-social-security-than-expected/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+lawfirmnewswire+%28Law+Firm+Newswire+Legal+News%29

Estate Planning Is Essential At Every Level Of Income, Agrees Palo Alto Estate Planning Attorney

Does Uncle Sam want your IRA?

Can a Cyprus-style confiscation of bank deposits happen here? It was a question recently asked by nationally syndicated columnist Thomas Sowell.

http://www.fosters.com/apps/pbcs.dll/article?AID=/20130416/GJOPINION_01/130419428/-1/FOSNEWS

Estate tax laws finally become more permanent

... Married couples and individuals looking to maximize potential tax savings should contact an experienced estate planning attorney to discuss their situation. If you have any questions regarding information in this press release, please contact the ...

http://www.24-7pressrelease.com/press-release-rss/estate-tax-laws-finally-become-more-permanent-339810.php

Why you should include estate planning in your retirement plan

April 16, 2013 /24-7PressRelease/ -- Why you should include estate planning in your retirement plan Article provided by Weiner & McCulloch, PLLC Visit us at http://www.elderlawhousing.com Baby boomers, senior adults and people of all generations put off estate planning.

http://www.24-7pressrelease.com/press-release-rss/why-you-should-include-estate-planning-in-your-retirement-plan-339829.php

Roe Taroff Taitz and Portman ID Eight Estate Planning Myths

... or her estate being divided and distributed according to the law, rather than the specifics of a will. Eight Estate Planning Myths Roe has seen many surprised faces when he describes these commonly accepted estate planning falsehoods to clients. 1. ...

http://www.24-7pressrelease.com/press-release-rss/roe-taroff-taitz-and-portman-id-eight-estate-planning-myths-339586.php

Dr. Carlene Wilson, Wellness Corner, 04/16/13

Today, more than 44 percent of Americans still have one parent living when they reach the age of 60.

http://www.chronicleonline.com/content/dr-carlene-wilson-wellness-corner-041613

Monday, April 15, 2013

Adjunct assistant plans for success

... Sharp said things are different working at a college than in the private sector at a law firm. "It was an estate planning attorney firm and I worked there for 12 1/2 years," she said. "The difference here is that I'm working with a variety of ...

http://www.accentadvocate.com/sports/adjunct-assistant-plans-for-success-1.2823561

Monday Murder Mystery: The Westing Game

Six families have moved into the Sunset Towers, a new apartment building overlooking the shore of Lake Michigan.

http://www.dailykos.com/story/2013/04/15/1198180/-Monday-Murder-Mystery-The-Westing-Game

BBVA Compass and Christie's announce new partnership

... of their total net worth in such assets, which require precise documentation for insurance purposes and estate planning. "This new partnership will enable our organization to more broadly serve our clients by directly leveraging Christie's subject ...

http://www.cw15kxvo.com/story/21983675/bbva-compass-and-christies-announce-new-partnership

Wyoming Community Foundation offers estate-planning seminar

The Wyoming Community Foundation, an organization focused on the health and wellbeing of the community, is holding a free Estate Planning 101 seminar at 6:30 p.m. on Tuesday, April 23 at the Wyoming Library, 3350 Michael Ave.

http://www.mlive.com/byron-center/index.ssf/2013/04/wyoming_community_foundation_o.html

Online Curriculum Gives Attorneys Flexibility for Estate Planning...

Attorneys from across the United States are working toward an LLM degree in Estate Planning through The John Marshall Law School's online program.

http://www.prweb.com/releases/2013/4/prweb10635626.htm

Preparing for next phase of life is topic of May conference

... Ingold will speak about transitioning from home to other locations of care and what one needs to know about estate planning, power of attorney, guardianship, living wills and health care proxies. She will also discuss legal responsibilities of the ...

http://www.wnypapers.com/news/article/current/2013/04/15/110567/preparing-for-next-phase-of-life-is-topic-of-may-conference

Obama Budget Proposes Major Changes to Non-Spouse Inherited IRAs

... inherited IRA is worth $10,000 or $1 million. Accordingly, if enacted into law, this provision would impact estate planning for many middle-class Americans. Under current rules, a non-spouse beneficiaries who inherits an IRA is generally able to ...

http://www.jdsupra.com/post/documentViewer.aspx?fid=cde63b9f-8d78-41aa-b977-c2f72ca3267c

Estate planning tools you need to know about

Wills and trusts are two of the most popular estate planning tools. Both allow you to spell out how you would like your property to be distributed, but they also go far beyond that.

http://www.tsdmemphis.com/index.php/business/155-original/11234-estate-planning-tools-you-need-to-know-about?page=&tmpl=component

Panelists provide tips for maximizing quality of life at conference on aging

... stairs or other objects that may cause them to trip. Colbert, who received for advanced legal degree in estate planning from the University of Miami, Coral Gables, Fla., spoke about the importance of proper legal documentation for senior citizens. ...

http://thetimes-tribune.com/news/panelists-provide-tips-for-maximizing-quality-of-life-at-conference-on-aging-1.1473307

Obama Budget Proposes Major Changes to Non-Spouse Inherited IRAs

... inherited IRA is worth $10,000 or $1 million. Accordingly, if enacted into law, this provision would impact estate planning for many middle-class Americans. Under current rules, a non-spouse beneficiaries who inherits an IRA is generally able to ...

http://www.jdsupra.com/legalnews/obama-budget-proposes-major-changes-to-n-27721/

Law Office of Laura Mismas Announces New Website

Placerville Estate Planning, Personal Injury and Real Estate Firm, Law Office of Laura Mismas announces the launch of their new website.

http://www.release-news.com/business/law-office-of-laura-mismas-announces-new-website

Experts: Obama's proposed IRA cap 'silly'

... an investment rate of return of 7 percent, she said. Dennis Sandoval, an attorney who specializes in estate planning, elder care and tax law, said professionals like doctors, lawyers and small business owners could easily have retirement accounts ...

http://www.nbcnews.com/business/experts-obamas-ira-cap-would-impact-upper-middle-class-1C9340962

How to Help Clients Navigate Tax Day

... have been largely focused on opportunities in the generation-skipping and estate tax exemptions. 'Good estate planning will always trump good investing,' he claims. Another focus among his clients, whose average assets under advisement is roughly ...

http://www.financial-planning.com/blogs/How-to-Help-Clients-Navigate-Tax-Day-2684295-1.html

Google Inactive Account Manager: Control Your Data After You Die

... or the courts to get access to a deceased's users private data. If you're interested in Google's digital estate planning service, you can check out the Inactive Account Manager and set one up . Law and Daily Life strives to address the legal ...

http://blogs.findlaw.com/law_and_life/2013/04/google-inactive-account-manager-control-your-data-after-you-die.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+LawAndLife+%28Law+and+Daily+Life%29

5 Ways Divorce Will Impact Your Pocketbook

... services since 1981. They assist a wide range of private and corporate clients with everything from estate planning and investment to divorce planning. The company also offers professional women's financial planning services, led by Samantha ...

http://www.healthnewsdigest.com/news/marriage&divorce0/5-Ways-Divorce-Will-Impact-Your-Pocketbook.shtml

Article on UPC's Reformation of Wills

... the Essay adopts a cautionary tone: Part VIII questions the impact of the new rule on estate litigation and estate planning practice. In Part IX the Essay accordingly proposes clear limits on the role of juries in reformation proceedings. With Part ...

http://lawprofessors.typepad.com/trusts_estates_prof/2013/04/article-on-upcs-reformation-of-wills.html

CLE on Skill Training for Estate Planning

The American Bar Association Section of Real Property, Trust and Estate Law and New York Law School will sponsor a CLE entitled, 2013 Skills Training for Estate Planners , from July 15-19, 2013.

http://lawprofessors.typepad.com/trusts_estates_prof/2013/04/cle-on-skill-training-for-estate-planning.html

The DocSafe Announces Safes4Soldiers Program

... our Safes4Soldiers program." About The DocSafe: The DocSafe (www.thedocsafe.com) was created by a Florida estate planning attorney and a Wisconsin certified public accountant who recognized the need for this new approach in their practices. Many of ...

http://www.americanbankingnews.com/2013/04/15/the-docsafe-announces-safes4soldiers-program/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+AmericanBankingNews+%28American+Banking+News%29

Financial plans impacted by Washington?

The debate on tax hikes and spending cuts may have you thinking about protecting your assets, but getting your financial plan and estate planning in order makes sense no matter what happens in D.C. Estate lawyer Eido Walney joins Alisa Parenti.

http://www.marketwatch.com/story/financial-plans-impacted-by-washington-2013-04-15-710714

Top Picks This Week In Mamaroneck, Larchmont

... Care Service at Bronx Lebanon Hospital, will discuss how to ensure aging parents receive the long term care, estate planning, and advance health care planning they need. The event will take place in the Community Room at the Mamaroneck Public ...

http://mamaroneck.dailyvoice.com/events/top-picks-week-mamaroneck-larchmont

Inheritance issues aren't so cut-and-dry

... how we address this situation, please find the scenario below. Cole came into the office to start his estate planning. Cole was a widower and had no children. Cole had in excess of $600,000, and he wanted to ensure that when he died, his money went ...

http://www.floridatoday.com/needlogin?type=login&redirecturl=http%3A%2F%2Fwww.floridatoday.com%2Fapps%2Fpbcs.dll%2Farticle%3FAID%3D2013304150031%26nclick_check%3D1

Gay son: Parents show ire in latest will

... his parents' will. "Around 2004, my elderly parents started getting me actively involved in their estate planning by asking me to become their executor, showing me where all their pertinent financial information is kept, etc. At that time they ...

http://www.poughkeepsiejournal.com/needlogin?type=login&redirecturl=http%3A%2F%2Fwww.poughkeepsiejournal.com%2Fapps%2Fpbcs.dll%2Farticle%3FAID%3D2013304150021%26nclick_check%3D1

What's Happening This Week In Mamaroneck, Larchmont

... Care Service at Bronx Lebanon Hospital, will discuss how to ensure aging parents receive the long term care, estate planning, and advance health care planning they need. The event will take place in the Community Room at the Mamaroneck Public ...

http://mamaroneck.dailyvoice.com/events/whats-happening-week-mamaroneck-larchmont

Rubenstein Public Relations Announces The Mark Company Client Win

... such as is a pioneer of urban condominium development and a leading expert in pre-development real estate planning, marketing, sales and research. Under his guidance, TMC has helped reshape the Western U.S. market by serving as a top strategic ...

http://www.sys-con.com/node/2615848

New Leaders for Largest LeTip Chapter in Illinois Target $1 Million in New Business for Members

... of Mortgage Loans, American Portfolio Corp. Vice President: Benjamin Wong-Benjamin W. Wong & Assoc. (Estate Planning) Secretary: Dina Ninfo, Sutter & Ori, Personal Injury Law Membership: James Dunne, Opt2mize Energy Treasurer: Kevin Brennan, Real ...

http://www.americanbankingnews.com/2013/04/13/new-leaders-for-largest-letip-chapter-in-illinois-target-1-million-in-new-business-for-members/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+AmericanBankingNews+%28American+Banking+News%29

Liza Horvath, Senior Advocate: Be safe at home

... available to make it as safe and secure as possible. Liza Horvath has over 30 years' experience in the estate planning and trust fields and is the president of Monterey Trust Management, a financial and trust management company. This is not intended ...

http://www.montereyherald.com/local/ci_23026749/liza-horvath-senior-advocate-be-safe-at-home?source=rss

Attorney Bart H. Chepenik Joins South Florida's Panter Law Referral Network

... Trushin LLP. Located in the Brickell neighborhood in Miami, the Firm focuses on Wills and Trusts and Estate planning, as well as asset protection. "Panter Panter & Sampedro has an established attorney referral network with over 125 lawyers with ...

http://www.24-7pressrelease.com/press-release-rss/attorney-bart-h-chepenik-joins-south-floridas-panter-law-referral-network-339498.php

ArkLaTex In-Depth: Discussing the cost of living longer

"Medical science allows us to live longer, but they don't yet have the magic pill that will allow us to live well longer," said Blaylock.

http://www.ktbs.com/news/ArkLaTex-In-Depth-Discussing-the-cost-of-living-longer/-/144844/19749296/-/kne8b1/-/index.html

Obama squeeze on savings of wealthy muddles estate plans

... about their planning and their saving and for accumulating wealth," David Scott Sloan, chair of the national estate planning practice at the Holland & Knight law firm in Boston, said of the proposals. "If you save too much, we're going to tax it." ...

http://www.bradenton.com/2013/04/15/4482494/obama-squeeze-on-savings-of-wealthy.html#storylink=rss

USLegalForms.com Wins Top Ten Reviewsa 2013 Gold Award; Rated #1...

... legal documents including a last will, general durable power of attorney, statutory living will, an estate planning questionnaire and worksheets, and an organization checklist. To order now, visit http://www.u ...

http://www.prweb.com/releases/2013/4/prweb10628236.htm