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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 ...

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