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