MarketWatch Five reasons you should have an updated will — and estate planMarketWatch - By Don Cordell, Laura Ames, Emily Beekman, and Meghan E. McCullen A last will and testament is one of the building blocks of a sound estate plan. However, a will that is not reviewed and updated to keep pace with …
Teri Valleadded this to Financial, Legal, & Health Advice...Charles Schwab Why It's Important to Talk to Your Children about Your Financial Plankiplinger.com - Joe Vietri You're not doing your kids any favors if you keep them in the dark about your finances or your retirement goals. As my children grow older, I grapple …
PatchDrafting Estate Planning Essentials - From Soup to NutsPatch - PEAK Community Seminars A comprehensive estate plan should include legal tools to make sure your estate is protected and your wishes are followed. This free seminar will …
The Retired Fooladded this to Retirement Like You WantRetirement Holistic Legacy Planning: It's About More Than the Moneykiplinger.com - Kelly LaVigne, J.D. Finances and items of value get a lot of attention when it comes to estate planning, but don’t forget family traditions and important life …
PatchContra Costa, CA Elder Law Workshop: Don’t Go Broke In A Nursing HomePatch - Michael J. Young Location: The Club Room by the lake at Heather Farms Park, 301 N. San Carlos Dr., Walnut Creek, CA 94598 By This post was contributed by a community …
TTamara Lane-Wilsonadded this to Estate Planning Law Family Estate Planning Legal News from the National Law Reviewrobly.com Quick Links Family & Estate Planning News In house attorneys looking for a better way to organize, vet and easily retrieve legal news created the …
Forbesadded this to LeadershipJury Duty Estate Planning You Should Be Doing And When You Need To Be Doing ItForbes - Abby SchneidermanAfter finally getting around to updating my life insurance policy since my second daughter was born, and shaming my husband into getting more organized (thank you!), I realized it was time to take a look
Seeking Alpha Do I Need A Trust?Seeking Alpha - Russ Thornton Whether you’re in or nearing retirement, or you just want to make sure your family is well taken care of in the event of an emergency – you might be …
June Tanadded this to EducationFlipboardIcon version of the Flipboard logoRetirement Retirement and Estate Planningpurdue.edu This website contains important information on retirement and estate planning. There are three sub-sites that go into more detail. They are: Planning …
Fatherlyadded this to FatherlyMoney Estate Planning? Consider a Trust Instead of a WillFatherly - John Mihaly It's likely the better option for you. Planning for your own death can be scary. The process is existentially terrifying, of course, because it forces …
Physics Estate Planning and Charitable Giving for Physicistsaps.org - www.aps.org Discover opportunities for creative gift arrangements that can have both immediate tax benefits for you, and long-term benefits for the scientific …
USA TODAYFinancial Markets Russ Wiles | The RepublicUSA TODAYRuss Wiles Reporter Covers Arizona companies, financial markets, major employers, Arizona non-profits and personal finance. Topics include investing, banking, taxes, insurance, credit/debt, estate planning,
Patch Estate Planning Essentials Workshop April 18Patch - Steve Worrall How to Use Wills & Trusts To Protect Your Assets, Wishes and the People You Love If you don’t have an estate plan or you have a plan that has not been …
MMike Bavadded this to SEO BookmarksFlipboardIcon version of the Flipboard logoLegal Services Estate Planning Lawyer Mesa AZ | Estate Planning Attorney Gilbert AZ | Woods Law Firmwoodslawaz.com Estate & trust attorney in the Phoenix, Arizona area. Woods Law Group was founded by attorney Trent D. Woods to offer clients high-end legal services …
Retirement Beneficiary Designations: 5 Critical Mistakes to Avoidkiplinger.com - Tracy Craig, Fellow, ACTEC, AEP® You may be surprised at how easy it is to make an expensive mistake with your beneficiary designations. Many people might not realize that their will …
Above the Lawadded this to Above the Law Discover Why Estate Planning Is The Surprisingly Perfect Practice Areaabovethelaw.com - By Brian Dalton Join us for this webinar on Tuesday, April 9th, at 1 p.m. ET, and find out from our expert panel why estate planning is an ideal practice …
Passover Seder The Four Questions Of Estate Planningabovethelaw.com - By Cori A. Robinson Holiday gatherings are great forums to discuss family estate matters. (Image via Getty) Holiday gatherings are great forums to discuss family matters …
Global Newsadded this to Global News April 6 – MacMillan Estate Planningglobalnews.ca - By The next MacMillan Estate Planning Life & Legacy seminar is Tuesday, April 23. Join trust and estate planning specialist, Sherri MacMillan as she …
Birmingham, AL Argent Trust Company expands Birmingham team with new hirebizjournals.com - Angel Coker By Angel Coker – Banking and Legal Reporter, Birmingham Business Journal Apr 1, 2019, 2:19pm CDT Louisiana-based Argent Trust Company has expanded its …
Stephen Amsdenadded this to DIYAretha Franklin Estate planning: 6 steps to ensure your family is financially ready for when you dieUSA TODAY Money - Tamara E. HolmesWhen Vivian Young and her then-husband took their first vacation without the kids, the need for estate planning struck them like a jolt. “I started thinking about worst-case scenarios,” says Young, now
Kiplinger's Personal Financeadded this to Living Well In RetirementRetirement Is Your Beneficiary Ready to Receive Money?kiplinger.com - Philip J. Ruce, J.D., LL.M. If you have any reservations about who you have in mind when writing your will, whether you're thinking about a young child or even an older person …
Forbesadded this to TechnologyOnline Life The Problems With Do-It-Yourself Online WillsForbes - Next AvenueBy Marguerite C. Lorenz, Next Avenue Contributor As a professional trustee and executor, I have seen hundreds of estate-planning documents, including some from do-it-yourself online services. I appreciate
Birmingham, AL Business exit planning creates value to boomersbizjournals.com - Brent Saba Recent studies show that two-thirds of the current American business market is owned by baby boomers who are set to transition over the next …
The Wall Street Journal.Bradley Estate Planning for the UninitiatedThe Wall Street Journal. - Anne TergesenWhen one spouse defers on family finances, it’s easy to get caught off-guard by a death or illness. Here’s how to get up to speed. By Anne Tergesen Gary Altman, an estate-planning attorney in Rockville,
Patch Free Estate Planning Seminar!Patch - Robyn Murphy Please join me for a free presentation where I will discuss general estate planning including naming legal guardians for your children and ways to …
Reader's Digestadded this to Reader's DigestAdvice This Is What Happens to Your Debt When You Dierd.com - Amanda Tarlton We asked an expert to explain where all that debt really goes when you pass away—and how to handle it beforehand. Credit cards, a car loan, a …
Forbesadded this to Technology Special Needs Kids Require Specialized Estate PlanningForbes - Christine FletcherWhile all estate planning is important, it takes on greater significance when you have a child with special needs. Some of the difficulty of estate planning for children with special needs is not knowing
Marijuana Estate Planning for Mary Jane and Other Marijuana Usersamericanbar.org - www.americanbar.org An estate planner is more likely to encounter a client who regularly uses marijuana than a client who needs estate and gift tax planning, given that …
Seeking Alpha Have You Taken Care Of Your Estate Planning Basics?Seeking Alpha - Charles Schwab By Carrie Schwab-Pomerantz Dear Carrie, My husband and I are in our early 40s with two young kids. We know we should have some sort of estate plan, but …
Forbesadded this to Most PopularRetirement Getting Married? It's Time To Plan For RetirementForbes - Eric BrotmanGetting engaged to be married is a great milestone in many people’s lives. After the wedding planning is over, it’s time to start another set of plans: planning for retirement as a married couple. Here
