Financial Crime Long Beach man, once a tax and estate planning attorney, pleads guilty to tax evasionpresstelegram.com - City News Service LOS ANGELES — A Long Beach man who once worked as a tax and estate planning lawyer pleaded guilty Monday to charges that he committed tax evasion by …
NBC DFWflipped into Dallas-Fort Worth NewsDallas, TX Fort Worth’s New Dickies Arena Opens This Weekendnbcdfw.com - Lili Zheng Fort Worth's newest entertainment venue will officially open on Saturday, Oct. 26. Dickies Arena, a 14,000-seat venue, is located in the city's …
Houston Chronicleflipped into Trending Houston headlines Life estate extends as long as resident’s desire lastshoustonchronicle.com - Ronald Lipman Q: When my father died, he gave his home to my sister and me, but my stepmother was allowed to stay in the home as long as she wanted. She moved out …
CalCPAflipped into CalCPA Daily Clips: Oct. 18, 2019Money Stop procrastinating and get an estate plan—here’s how to get startedMarketWatch - By Van Voorhis You know you should have a will, but you keep stalling. No one likes to think about dying or about someone else raising their children. But if you …
Khalil H.A. Nasirflipped into Real Estate Media 360°Retirement 5 Reasons to Make an Estate PlanU.S. News & World Report - Rodney Brooks Passing away without an estate plan is a huge mistake that can tie up your estate for years in probate. Yet, many people fail to create a will, …
young namflipped into RetirementLehigh Valley We have $1.5 million. Should we get a trust for our children’s inheritance?lehighvalleylive.com - Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. We have approximately $1.5 million in cash and investments, mostly in Certificates of Deposit (CDs). Our mortgage is paid and we have no debt. We …
Life Insurance The Irrevocable Life Insurance Trust: Forms with Drafting Notes, Fourth Editionamericanbar.org - www.americanbar.org This best-selling volume in the Insurance Counselor series guides you through one of the most fundamental aspects of sophisticated estate planning - …
Retirement Ask Money: what counts as income?moneyobserver.com - www.moneyobserver.com There have been many questions and answers in recent months regarding gifts in relation to IHT planning. While it is easy to understand the tax rates …
Money Why You Should Have an Estate Plankiplinger.com - Sandra Block Hosts Ryan Ermey and Sandra Block discuss why estate plans aren't just for the super rich with estate lawyer (and Ryan's sister) Lindsay Ermey. Also, …
NJ.comflipped into New Jersey newsList-Worthy Does my dad need to pay money to get a new will?nj.com - Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. My father has a will but he would like to leave some specific items to people. These are items not specified in the will. Can he just write this …
Jamie Kirstienflipped into MoneyRetirement 5 Financial Milestones to Achieve by 40The Motley Fool - Matt Frankel, CFP There are several financial goals 20- and 30-somethings should aim to achieve. If you're in your 20s or 30s, retirement can seem like it's a long way …
Forbesflipped into TechnologyRetirement Estate Planning For The 2020 Election Should Start In 2019: Planning Procrastinators May LoseForbes - Martin ShenkmanWaiting to See What Happens in 2020 May be Unwise No one can predict the 2020 election but if the Democrats sweep seems pretty likely harsh estate tax, and perhaps wealth tax, legislation will follow.
M Mflipped into Retirement Retirement Here's how to avoid accidentally disinheriting your kids after you remarryCNBC - Sarah O'Brien If you head down the aisle later in life, there's another step you might want to take if you have adult children: Making sure you don't accidentally …
Forbesflipped into TechnologyGST Gift Tax Return Lessons: Common Mistakes And Tips For Your Gift Tax ReturnForbes - Martin ShenkmanIf you are like many wealthy taxpayers, your CPA and/or tax attorney have just finished a grueling, down-to-the-deadline, tax filing for gift tax returns. Many of these gift tax returns were triggered
NJ.comflipped into New Jersey newsRetirement Both of my parents died. How do I calculate the executor fee?nj.com - Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. My parents died five months apart. I am the executor. How is the executor fee calculated fairly? A double fee sounds too much even though it’s so …
Forbesflipped into TechnologySmall Business What Family Businesses Need To Know About Gifting Business InterestsForbes - Christine FletcherGifting interests in a closely held business can be an effective estate planning technique. It can save on estate taxes and reward family members for their hard work in running the family business while
Icon version of the Flipboard logoRetirement Planning for dependents IItribuneonlineng.com - Tribune Online LAST week, we talked about the need to plan the financial welfare of our dependents. We listed six main areas we should be paying attention to – …
NJ.comflipped into New Jersey newsDementia My dad has dementia. How can we protect his money from scammers?nj.com - Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. My ailing father, a widower, has advanced dementia and lives at home. His estate planning documents were prepared 10 years ago. I am his power of …
Matt Magnusonflipped into Money, Tax, & InsurancePersonal Finance What Is Inheritance Tax?U.S. News & World Report - Susannah Snider Estate taxes and inheritance taxes are often discussed as if they're the same thing, but in reality they are very different in concept and …
Entrepreneur Indiaflipped into Entrepreneur IndiaRetirement Do I need a financial adviser?Entrepreneur - Entrepreneur StaffA professional financial adviser can help make better decisions related to your investments, estate planning and prepare for goals You're reading Entrepreneur India, an international franchise of Entrepreneur
San Antonio, TX Home equity loan liability after divorce and deathmysanantonio.com - Paul Premack Dear Mr. Premack: My brother and his wife took a home equity loan, and then a few years later they divorced. He stayed with the house, and she was …
L Bflipped into Financial PlanningRetirement Eight Nontraditional Estate Planning Tips For Finance Pros And Their ClientsForbes - Expert PanelFinancial advisors have been overseeing estate planning and asset management for their clients for centuries. In recent years, however, the introduction of new asset types and the implementation of new
The Washington Postflipped into BusinessPersonal Finance You will die. Don’t exit leaving a hot mess behind.The Washington Post - By Michelle SingletaryWhenever I give a talk about estate planning, I ask the audience to guess the percentage of Americans who do not have a will. Various studies show that most adults have not prepared a legal will. But point
University of Technology Sydney Your Digital Life and Deathwhooshkaa.com - player.whooshkaa.com What happens to your digital life when you die?Featuring: James Meese - Senior Lecturer in the School of Communication at the University of …
Forbesflipped into TechnologyRetirement Estate Planning Before 2020 Election: Maybe Only One Spouse Should Make GiftsForbes - Martin ShenkmanOne of the most common estate planning tools right now is the use of non-reciprocal spousal lifetime access trusts (“SLATs”). We’ll explain that common planning technique and then why the way many folks
Real Estate Don't Let Your Estate Be Contestedbcbusiness.ca - www.bcbusiness.ca In June of this year, the children of William Trottier asked the Ontario Superior Court to find that his widow Huguette, had breached a mutual will …
Business (South Africa) 5 must-know financial tips if you're planning to move abroadfin24.com - Compiled by Carin Smith If one is planning to move abroad, there are serious financial considerations to take into account if one wants to avoid nasty surprises later, …
The Motley Foolflipped into RetirementRetirement Ask a Fool: How Do My Retirement Account Beneficiaries Work?The Motley Fool - Matthew Frankel, CFP Here's what to know about your retirement plan's beneficiary form. Q: On my 401(k) enrollment form I'm asked to name beneficiaries. What is the …
Business (South Africa) The true cost of a 'free' or 'cheap' willfin24.com - Compiled by Carin Smith Free or cheap wills can cost your estate dearly in the long run, according to Alfred Bester of Legacy Fiduciary Services. "A will drafted for free, or …
Investopediaflipped into The LatestFinancial Planning Preparing for an Initial Client Meeting as a Financial AdvisorInvestopedia - By Leslie Kramer Your first in-person meeting with a potential client is important because it’s where you present yourself and your ability to serve your clients’ …
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