Retail notebook: New SECU branch under construction on Airport Road

... institution offering deposit accounts, loans, mortgages, safety deposit boxes, investments, trust services, estate planning and tax preparation, she said. "I like the location better," Sasser said. "I think it's going to be easier for our customers ...

http://www.kinston.com/news/local/retail-notebook-new-secu-branch-under-construction-on-airport-road-1.129144

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

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.courant.com/business/sns-rt-us-financial-regulation-seniorsbre93h124-20130418,0,5173579.story?track=rss&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+Courant%2FBusiness%2FNationWorld+%28courant.com+-+National+BUSINESS+UPDATES%29

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

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

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

For estate planning to be successful, assets and other forms of ownership should be revisited at regular intervals.

http://www.lawfirmnewswire.com/2013/04/estate-planning-is-essential-at-every-level-of-income-agrees-palo-alto-estate-planning-attorney/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+lawfirmnewswire+%28Law+Firm+Newswire+Legal+News%29

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

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

I've been getting into the "Dallas" reboot...

You know the series as it concludes it's second season on TNT is just getting better.

http://itismymind.blogspot.com/2013/04/ive-been-getting-into-dallas-reboot.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+ItsMyMind+%28It%27s+My+Mind%29

The Importance of Planning Your Estate

... hard-earned assets. Planning for the eventuality of death allows you to protect your personal decisions. Estate planning is the process of foreseeing and arranging the disposal of an estate. If you have a well-planned estate, you are able to ...

http://www.jdsupra.com/legalnews/the-importance-of-planning-your-estate-09408/

James Cassel: Plan now to get the most value from selling your business

... a good insurance agent to evaluate your existing coverage and file any gaps that might exist. Do tax and estate planning. Work with qualified lawyers and accountants who can help ensure you have structured your ownership in the most tax- advantaged ...

http://www.miamiherald.com/2013/04/14/3342307/james-cassel-plan-now-to-get-the.html

Budget plan hard on high-net-worth

President Barack Obama dealt financial advisers a double whammy in his 2014 budget proposal last week, proposing changes to how high-income clients save for retirement and how they pass on wealth to their heirs.

http://www.investmentnews.com/article/20130414/REG/304149981

Landing A Reverse Mortgage Just Got Tougher

... recommend them for my clients," said Tara Wilson, general counsel at Wilson LF, a law firm specializing in estate planning. "Not only are the transaction fees excessive, but they are usually a stopgap that leave seniors in a mush worse financial ...

http://www.businessinsider.com/landing-a-reverse-mortgage-just-got-tougher-2013-4?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TheMoneyGame+%28The+Money+Game%29

For the retirees April 14, 2013

... Purves Nature Center, 1505 N. Broadway Ave., U. New Illinois Laws/Change to Advance Directives, April 25. Estate Planning Basics, Part II, April 22. Clearing the Clutter. Stop the Hoarding, April 29. Protect Yourself from Medicare Fraud, May 6. ...

http://www.news-gazette.com/news/people/2013-04-14/retirees-april-14-2013.html

Widow wants to leave houses to daughter

Dear Benny -- I am 78 years old, own two homes and have been a widow since 2008.

http://www.poughkeepsiejournal.com/needlogin?type=login&redirecturl=http%3A%2F%2Fwww.poughkeepsiejournal.com%2Fapps%2Fpbcs.dll%2Farticle%3FAID%3D2013304140048%26nclick_check%3D1

Seminar focuses on business fundamentals

... planning strategies will be considered by looking at buy-sell agreements, operating agreements and proper estate planning procedures. There is no charge to attend, RSVP requested. To register for classes, contact The Community House at (248) ...

http://www.hometownlife.com/apps/pbcs.dll/article?AID=2013304140338

Now, new Google service that manages your digital life after death

Washington, Apr 12 : Internet search giant Google has now figured out a way to manage your emails when you die.

http://www.newkerala.com/news/story/7546/now-new-google-service-that-manages-your-digital-life-after-death.html

Give the Iron Lady a State Funeral

In deference to our Open Thread on Saturday , Monckton submitted this for WUWT readers.

http://wattsupwiththat.com/2013/04/14/give-the-iron-lady-a-state-funeral/

John C. Goede: Does the board need members' approval for expenditures over $25,000?

... throughout Florida and focuses on condominium and homeowner association law, real estate law, litigation, estate planning and business law. Q. I live in a condominium and the board wants to spend $50,000 to repair the tennis courts and pool. Our ...

http://www.naplesnews.com/news/2013/apr/14/john-c-goede-does-the-board-need-members-for/?partner=RSS

The difference between probate and non-probate assets

... receive an equal share of the other probate assets to be distributed by the father's estate. An experienced estate planning attorney is able to help people find solutions to these issues. Set up an appointment today with a lawyer in your area to ...

http://www.24-7pressrelease.com/press-release-rss/the-difference-between-probate-and-nonprobate-assets-339562.php

Effective IRA beneficiary designations

... neficiary and alerting your beneficiaries to this power in your beneficiary designation will facilitate your estate planning goals, reduce the likelihood of controversy among beneficiaries and give each

http://www.goerie.com/article/20130414/BUSINESS05/304149986/Effective-IRA-beneficiary-designations

7 myths about trusts

... interests to trusts in the year that he had his liver transplant. Those trusts may be the foundation of his estate planning. Or, they may not be, and we may never know. That's because unlike the terms of a will, the terms of a trust do not normally ...

http://www.goerie.com/article/20130414/BUSINESS05/304149988/7-myths-about-trusts

President's message

... address these frequent changes. Sadly, most Americans do not have a will, or some of the other important estate planning documents. For instance, in addition to a will, it is critical to have a durable financial power-of-attorney and a health care ...

http://www.goerie.com/article/20130414/BUSINESS05/304149990/President%27s-message

Financial Consulate: A second opinion: Necessary or Not?

... planning arena. A true financial plan will be comprehensive, specific and personal. The plan will look at estate planning needs, taxes, risk management, cash flow needs, investments, and other areas like identify theft issues. If there is any doubt ...

http://www.eveningsun.com/localbiz/ci_22993437/financial-consulate-second-opinion-necessary-or-not?source=rss

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.prweb.com/releases/prwebHobbsLeTip/KramerPresident/prweb10596224.htm

Man Admits Bilking Senior of Nearly $1 Million

... Office and Monmouth County Adult Protective Services (APS) related to suspicious real estate, financial and estate planning transactions undertaken by him. The investigation led to the charge that Demitro obtained the near $1 million by deception ...

http://rumson.patch.com/articles/man-admits-bilking-senior-of-nearly-1-million

Splitting Up Family Assets Can Raise Estate Taxes

The main problem with estate planning for families is that families are involved.

http://www.forbes.com/sites/peterjreilly/2013/04/13/splitting-up-family-assets-can-raise-estate-taxes/?ss=personalfinance

'Community' Puppet Episode: Well, that's it. Show's Over

... Harmon's reign were entirely spot on - a handful missed the mark, "Regional Holiday Music" and "Digital Estate Planning" among them. But these are the outliers, the head-scratchers, the eps that made us wonder, "What did the network insist on ...

http://ohnotheydidnt.livejournal.com/76906312.html

Sick of Overdraft Fees? Your Bank Has Some Tips for You

... of useful tips about every part of your financial life, from goal-setting to investing, as well as estate planning and saving for college. Under the Banking tab is a full menu of account alert options to avoid overextending or overdrawing any of ...

http://www.fool.com/investing/general/2013/04/13/sick-of-overdraft-fees-your-bank-has-some-tips-for.aspx

Google Death

... yet, but I would imagine that we will something in the future. Discussions with fellow attorneys who do estate planning have informed me that it's becoming more common for people to make provisions in their wills to control how their digital ...

http://www.outsidethebeltway.com/google-death/

Elder Law lawyer is guest speaker at Summit Area AARP meeting on April 22

... ury, McCormick, Estabrook & Cooper, PC based in Summit and Westfield, will speak on Elder Law, living wills, estate planning and other legal issues important to seniors. Questions will be answered following her presentation.

http://www.nj.com/independentpress/index.ssf/2013/04/elder_law_lawyer_is_guest_spea.html

Evaluating Firm Size In A Financial Advisor Job Hunt

... come invaluable when those clients have issues relating to large asset bases, such as business succession or estate planning issues that must be

http://www.investopedia.com/articles/financialcareers/08/big-or-small-firm.asp?partner=rss_article_tutorial

Asset Protection - Protection from What?

I was asked to make a presentation on the topic of "asset protection" to a group of individuals concerned about their investments and estate planning needs.

http://www.jdsupra.com/post/documentViewer.aspx?fid=b905848f-687d-458e-a127-cf0110e13815

Life-estate deeds more perilous than trusts

... trust solution, which eliminates reliance or risk. Attorney James Haroutunian practices real-estate law, estate planning and probate at 630 Boston Road, Billerica. He invites questions at james@hlawoffice.com or by phone at 978-671-0711. His website ...

http://www.lowellsun.com/business/ci_23018593/life-estate-deeds-more-perilous-than-trusts

Not So Permanent

... the IRA within 5 years. Additionally, Obama's proposal would affect several tools, like grantor trusts, that estate planning attorneys have traditionally used to take advantage of the unified credit. However, some estate planning attorneys argue ...

http://lawprofessors.typepad.com/trusts_estates_prof/2013/04/not-so-permanent.html

Alan Prahl column: Author to share personal journey to security

Book topics include fundamentals of financial planning, investment planning, retirement planning, insurance planning, IRA planning, estate planning and charitable giving.

http://www.wisinfo.com/apps/pbcs.dll/article?AID=2013304130217

My Last Will and Testament

I just got to thinking, since I'll never have much wealth to divide, and very few folks to get what I leave, what should I put in my will? I once read that any old will, a few words scribbled across a page, and signed, is so much better than no will at all.

http://www.dailykos.com/story/2013/04/13/1200583/-My-Last-Will-and-Testament

Irons in the fire

... marriage question takes a breathtaking leap of lateral thinking. (Surely there are more effective methods of estate planning than walking down the aisle with your kid?) Interviewer Zepps, who seems keen to lead Irons' loony little boat back into the ...

http://www.winnipegfreepress.com/arts-and-life/entertainment/TV/irons-in-the-fire-202816321.html

Free "Will I Outlive My Money?" Seminar Aims to Help Individuals Plan for Retirement

... & Associates provides sound counsel and comprehensive financial planning for retirees and pre-retirees in estate planning, asset protection, wealth management, long-term care solutions and wealth transfer strategies. One of the nation's leading ...

http://www.americanbankingnews.com/2013/04/13/free-will-i-outlive-my-money-seminar-aims-to-help-individuals-plan-for-retirement/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+AmericanBankingNews+%28American+Banking+News%29

Time to make your peta s estate plan?

... said Carol recently. So Carol, a former nurse, and Dave, a former machinist who drives a truck now, hired an estate planning attorney, Smilie Rogers of York, to help with estate planning that included the dogs. “We did paperwork so that the ...

http://www.fosters.com/apps/pbcs.dll/article?AID=/20130413/GJBUSINESS_01/130419632/-1/FOSNEWS

The American Taxpayer Relief Act: What it means for estate planning

... Relief Act was enacted into law. This resulted in major taxation changes, which will probably affect estate planning indefinitely. The Act brings ample clarity for estate taxes and makes estate planning much easier and less dependent on the year ...

http://www.24-7pressrelease.com/press-release-rss/the-american-taxpayer-relief-act-what-it-means-for-estate-planning-339507.php

Talking about finances at the end of life

... as easy on everyone as possible, contact a professional, such an attorney who specializes in financial and estate planning, to help the patient and his or her family get their financial situation in order. This type of attorney can guide everyone ...

http://www.24-7pressrelease.com/press-release-rss/talking-about-finances-at-the-end-of-life-339515.php

Get smart about money for free

... Planning and Social Security Strategies: 2 p.m. April 23 at Sorensen Library, 4808 Cass St., 402-444-5274. Estate Planning: Learn more about wills and trusts, powers of attorney and living wills. 6 p.m. April 23 at Swanson Library, 9101 West Dodge ...

http://www.omaha.com/article/20130413/MONEY/704109981

Giving Back and Giving Forward

... in financial matters-her company Dupuis Langen Financial Management offers services in corporate benefits, estate planning and wealth management. Knowing her connections in the community, Richmond Hospital's leadership approached her soon after her ...

http://www.richmond-news.com/entertainment/Giving+Back+Giving+Forward/8236300/story.html

Google Helps Plan For The Digital Afterlife

Estate planning is never fun. But digital estate planning is the next big step in making sure all of your belongings and assets go to those who can manage your email, files, photos and videos after you're gone.

http://www.redorbit.com/news/technology/1112821903/google-inactive-account-manager-data-management-after-death-041213/

Matawan Man Pleads Guilty to Defrauding Elderly Victim of $1 Million

... Office and Monmouth County Adult Protective Services (APS) related to suspicious real estate, financial and estate planning transactions undertaken by him. The investigation revealed Demitro obtained nearly $1 million by deception from the victim ...

http://matawan-aberdeen.patch.com/articles/matawan-man-pleads-guilty-to-defrauding-elderly-victim-of-1-million

Matawan man admits to stealing $1M, house from dying woman with dementia

... Prosecutor's Office and Monmouth County Adult Protective Services into suspicious real estate, financial and estate planning transactions undertaken by him. According to prosecutor's office, the investigation revealed that Demitro obtained nearly $1 ...

http://www.nj.com/monmouth/index.ssf/2013/04/matawan_man_admits_to_stealing_1m_house_from_dying_woman_with_dementia.html

Google to offer 'digital estate planning' option

Google on Thursday began letting people plan out what is to be done with their digital photos, documents and other virtual belongings after they die or become incapacitated.

http://www.chinapost.com.tw/business/company-focus/2013/04/13/375916/Google-to.htm

Michelle Singletary: Dividing up money brings a family division

... in the following situation: "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, ...

http://www.miamiherald.com/2013/04/12/3340809/michelle-singletary-dividing-up.html

Accountinga s Disability Niche

... need specialized tax and accounting services. Like any other group, the disabled have need of tax services, estate planning, financial planning and assistance in starting or maintaining a business if they are able to work. For those who do choose to ...

http://www.cpapracticeadvisor.com/blog/10919932/accountings-disability-niche

How Long To Let a Digital Life Linger? Google Lets You Pick

Go to your Google account settings page and you'll be able to choose whether you want your data deleted after three, six, nine or 12 months without logging in.

http://www.cio-today.com/story.xhtml?story_id=87601&full_skip=1

Man Admits Bilking Red Bank Senior of Nearly $1M

... Office and Monmouth County Adult Protective Services (APS) related to suspicious real estate, financial and estate planning transactions undertaken by him. The investigation led to the charge that Demitro obtained the near $1 million by deception ...

http://redbank.patch.com/articles/man-indicted-for-bilking-red-bank-senior-of-nearly-1m

Free Elder Law Seminar

... which is located at 127 Mill Street in Newton. The "Elder Law" seminar will provide an overview of general estate planning, development of a will, advance directions for healthcare, dealing with Medicare and Medicaid, tips on caring for aging ...

http://blog.lehighvalleylive.com/community-calendar/2013/03/free_elder_law_seminar.html

LEGAL

THE STATE OF KANSAS TO ALL PERSONS CONCERNED: You are hereby notified that on March 13, 2013, a Petition for Probate of Will and Issuance of Letters Testamentary was filed in this Court by Commercial Bank as Executor named in the Last Will and Testament of Leonel E. Tustison, deceased, dated April 17, 2012, praying that the Will previously filed ... (more)

http://www.parsonssun.com/pages/business_details/listing_details/details/47983450-legal?

Advice on Speaking to Your Adult Children About Their Inheritance

... way to ensure a successful transfer of your estate, and to avoid possible will contests, is to have a family estate planning meeting to educate your children on what they can expect in your will and what roles they might play in managing your ...

http://lawprofessors.typepad.com/trusts_estates_prof/2013/04/advice-on-speaking-to-your-adult-children-about-their-inheritance.html

Financial Professionals Grant Conness and Andrew Costa Featured On CNBC.com

... Standard" in every aspect of their Financial Advisory practice. Whether it be retirement income planning or estate planning concerns, Andrew Costa and Grant Conness are committed to helping qualified clients achieve their unique goals and ...

http://www.prlog.org/12117641-financial-professionals-grant-conness-and-andrew-costa-featured-on-cnbccom.html

A.G. seeks dismissal of election violations petition, complaints

... account. Rawle then paid P Solutions $23,500 from another account, according to the affidavit. Swallow's estate planning attorney, Lee McCullough III, formed P Solutions as a subsidiary of a blind family trust and limited liability company, SSV ...

http://www.ksl.com/?sid=24765013&nid=148&s_cid=rss-extlink

Is Insurance An Option If IRA's Are Capped?

... their wealth to their beneficiaries. If it's set up correctly, life insurance can be a very effective estate planning tool. However before going this route the level of income taxes that would need to be paid up-front needs to be considered as well. ...

http://money.usnews.com/money/blogs/the-smarter-mutual-fund-investor/2013/04/12/is-insurance-an-option-if-iras-are-capped?s_cid=rss:the-smarter-mutual-fund-investor:is-insurance-an-option-if-iras-are-capped

Investing in the USA for a Green Card: A Guide to the EB-5 Immigrant Visa

In 1990, the United States Congress created the employment-based fifth preference immigrant visa category for immigrants who invest in and manage U.S. commercial enterprises that benefit the U.S. economy and create jobs.

http://www.jdsupra.com/legalnews/investing-in-the-usa-for-a-green-card-a-57772/

Big Brother: How the Obama Budget Helps Ordinary Savers

The newly released White House budget addresses the savings needs of ordinary Americans in a big-brother kind of way.

http://business.time.com/2013/04/12/big-brother-how-the-obama-budget-helps-ordinary-savers-at-some-risk/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+timeblogs%2Fcurious_capitalist+%28TIME%3A+Business%29

REPEAT: BMO Nesbitt Burns' Psychology of Taxes Study: Canadians...

... is the right thing to do says a lot about us as a nation," said John Waters, Vice President, Head of Tax & Estate Planning, Wealth Planning Group, BMO Nesbitt Burns. "Taxes fund critical government programs such as healthcare and education. The ...

http://www.sys-con.com/node/2614946

Retirement saving for optimists

Chances are, save for retirement has a near-permanent spot on your to-do list. You know saving for retirement makes sense, but deep down, your retirement plan is to live off the business you are busy building today.

http://www.msnewsnow.com/story/21947068/retirement-saving-for-optimists

Retirement saving for optimists

Chances are, save for retirement has a near-permanent spot on your to-do list. You know saving for retirement makes sense, but deep down, your retirement plan is to live off the business you are busy building today.

http://www.fox44abc22yourvoice.com/story/21947068/retirement-saving-for-optimists

Who gets your Facebook page when you die?

... a new company that will help them do so. Legacy Locker Inc. in San Francisco is slated to launch its digital estate planning service in April. "We see Legacy Locker filling a serious unmet need, considering the modern, digital lifestyle," said ...

http://www.computerworld.com/s/article/9129425/Who_gets_your_Facebook_page_when_you_die_

The Weils in Bainbridge, a Montefiore Senior Community, hosts sessions on caring for elderly parents

... Room. The session is free and open to the community. Featured speaker will be Jennifer E. Peck, chair of the estate planning department at Budish, Solomon, Steiner & Peck, Ltd. of Beachwood. Peck will discuss, "Is Your House in Order?" The last ...

http://www.cleveland.com/beachwood/index.ssf/2013/04/the_weils_in_bainbridge_a_mont.html

Special Needs Attorney Bernard A. Krooks to Speak on Protecting the Rights of a Child with Autism

... . Mr. Krooks is a nationally-recognized expert in all aspects of special needs planning, elder law and estate planning. He is a past President of the Special Needs Alliance, a national, invitation-only, not-for-profit organization dedicated to ...

http://www.lawfirmnewswire.com/2013/04/special-needs-attorney-bernard-a-krooks-to-speak-on-protecting-the-rights-of-a-child-with-autism/

New Google service that manages your digital life after death

Washington: Internet search giant Google has now figured out a way to manage your emails when you die.

http://zeenews.india.com/news/net-news/now-new-google-service-that-manages-your-digital-life-after-death_841562.html

Financial advisers at Woodland Chamber Women's Luncheon talk about importance of planning ahead

... and manager for First Northern Bank's asset management and trust department, discussed something related - estate planning. "In addition to saving and spending there is one more thing to do with your money: Pass it along," she explained. Estate ...

http://www.dailydemocrat.com/ci_23006885/financial-advisers-at-woodland-chamber-womens-luncheon-talk