Estate PlanningFollow

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Law
October 18, 2018 - Trusts and Estate Group News: So You Think You're Done With Your Estate Plan…
natlawreview.com - Murtha Cullina
Robert A. Heinimann, Jr.Jurisdiction: All FederalType of Law: Estates & TrustsFamily Law / Divorce / CustodySpecial highlight:
Las Vegas
'Ask-a-Lawyer' event provides free legal help for Las Vegas
news3lv.com - Matthew Seeman
An upcoming "Ask-a-Lawyer" clinic will provide free legal help to the Las Vegas community later this month. The Legal Aid Center of Southern Nevada is …
MarketWatch
Financial Planning
Raymond James and Buduchnist Credit Union Wealth Management announce platform partnership
MarketWatch
TORONTO, Sep. 10, 2018 (Canada NewsWire via COMTEX) -- Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James …
Patch
Roam
Complimentary Estate Planning Seminars
Patch - Alex Gaines
ALEX GAINES LAW THE LEGACY FIRM 3101 Cobb Parkway, Suite 124 (2nd Floor), Atlanta, GA 30339 Complimentary estate planning talks offered at our inside …
Yahoo
Startup makes estate planning free
yahoo.com - Yahoo Finance Video
Yahoo Finance's Seana Smith and Zack Guzman talk to the Co-Founders of FreeWill about how they are disrupting the sector.
Patch
TV shows
Surviving in the New Tax Environment
Patch - Michael Feinman
Do you pay state and local taxes? Do you claim your dependents, list business expenses, have investment fees or other deductions? Then you are going …
The Balanceadded this to Lifestyle Of Gods
Capita
Learn the Difference Between Per Stirpes and Per Capita Distributions
The Balance - By Julie Garber
When it comes to estate planning terms, two that you'll need to be familiar with are “per stirpes” and “per capita.” These are Latin terms that are …
Fatherly
Men Are Bad at Planning For Their Own Deaths. | Fatherly
Fatherly - RM Vaughan
Definitions of a “good father” are as varied as there are good fathers, but one thing everyone agrees with is that a good father is a responsible …
S&P 500
7 Golden Rules for Investing and Advanced Estate Planning
kiplinger.com - Craig Kirsner, Investment Adviser Representative
You've worked hard to build your nest egg. To protect it, for yourselves and for your heirs, follow this set of golden rules. We’ve seen this movie …
Financial Services
Estate Planning Tips: 8 Ways To Help Your Spouse After You Die
investors.com - PAUL KATZEFF
One of these days, you're going to die. Other than leaving your spouse mounds of money, how can you financially safeguard your spouse when that …
Patch
Westchester County
Senior Law Day
Patch - skyates
By This post was contributed by a community member. Shamberg Marwell Hollis Andreycak & Laidlaw, P.C. Elder Law and Estate Planning attorney, Moira S. …
Patchadded this to Chicago, IL Patch
Siblings
On Oct. 23 & Nov. 6 in New Lenox: `Essentials of Estate Planning'
Patch - Matt Baron
Financial Planner, Retirement Expert Greg Kurinec of Bentron Financial Group Gives Tips to Plan For, Navigate Process By | Oct 12, 2018 6:34 pm ET
Forbes
Philanthropy
How To Incorporate Philanthropic Giving Into Your Estate Plan
Forbes - Catherine Schnaubelt
Whether or not you’ve begun the estate planning process, you may have thought about what you want your legacy to be after you’ve passed. For many people, this means setting and achieving philanthropic
Florida
Spouse wonders about new husband's previous debt in estate planning
orlandosentinel.com - Financial Planning Association of Central Florida
Q: I remarried last year at age 80 and my new husband is also 80. We have a joint bank account and jointly own our home. After our marriage, I …
Flexible Trusts and Estates for Uncertain Times, 6th Edition
americanbar.org - www.americanbar.org
We find ourselves in uncertain times—and uncertainty promises to be the state of risk and demand flexible and creative solutions. Attorney Jerold I. …
Estate Tax
Second marriage? How to make sure your children get an inheritance
nj.com - Karin Price Mueller | NJMoneyHelp.com for NJ.com
Estate planning should be proactive, especially if you are in a second marriage.
Forbesadded this to Retirement
Happiness
Estate Planning And Your Pursuit Of Happiness
Forbes - Daniel Scott
We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty and the pursuit of Happiness.
Financial Services
Sarah Hannibal
crainscleveland.com - www.crainscleveland.com
Sarah Hannibal co-founded Walden Wealth Partners, a boutique wealth management firm, building on a successful financial services career that included …
Same-Sex Couples
Estate Planning for Same-Sex Couples, Third Edition
americanbar.org - www.americanbar.org
Estate planning is more than deciding how an estate will be divided post-mortem. Sure that is a part of it, but the other part is….life planning. The …
Business Planning
Section of Real Property, Trust and Estate Law (RPTE) of the American Bar Association
americanbar.org - www.americanbar.org
MembershipABA membership has its benefits. Tap into a wide range of resources that can help your individual goals become a reality. Whether you …
Chicago Tribune
Brokerage
Family finances: Even millennials need an estate plan
Chicago Tribune - Miriam Cross, Kiplinger's Personal Finance
For most millennials, getting a will is likely at the bottom of their to-do list -- if it even makes the list. "People don't want to talk about death," says Byrke Sestok, a certified financial planner
Investopediaadded this to The Latest
Personal Finance
How Cryptocurrencies Impact Estate Planning
Investopedia - Nathan Reiff
Estate planning for investment portfolios has always been somewhat complicated, but in the era of digital currencies, it has gotten significantly …
goop
Harvard Law School
Wills, Trusts, and Estate Planning: When to Start and Mistakes to Avoid
goop - Goop
An estate plan requires planning. To put a fine point on it, a solid estate plan determines who gets what when you die, “preferably in a …
Divorce
Expert advice: 6 financial decisions to make now for your future
citizen-times.com - www.citizen-times.com
When was the last time you looked at your financial beneficiaries and other estate planning documents? When we meet and review accounts with clients, …
New York Postadded this to Media
News Industry
Daughter of former Post owner Abe Hirschfeld dies at 72
New York Post - By Emily Saul
Rachel Hirschfeld, daughter of late, former Post owner and noted eccentric Abe Hirschfeld, has died. She was 72. Her passing last week in California …
Disability
Hightower reff / law
omaha.com - www.omaha.com
Hightower Reff Law Announces New Attorney and New Office Space Tosha Rae Heavican Hightower Reff Law, an Omaha law firm, concentrating on two areas of …
Income Tax
Estate Planning Checklist
humbledollar.com
IF YOU’RE UNDER AGE 50, you might focus on the first three items listed below. Those already retired or approaching retirement should probably …
Investopediaadded this to The Latest
Financial Planning
Tips for Family Wealth Transfers
Investopedia - Roger Wohlner
Money conversations between parents and adult children are difficult at best. Issues such as investments, retirement planning, estate planning …
Siblings
How to Have Difficult Conversations With Your Aging Parents
rewire.org
(This article appeared originally on NextAvenue.org.) An important part of caring for your aging parents is understanding their situation and knowing …
Los Angeles Times
Long-Term Care
Sometimes you need more than one life insurance policy - Los Angeles Times
Los Angeles Times - By Barbara Marquand
You need life insurance if your death would hurt anyone financially. For many people, one policy is enough. But for some, two or more make sense. Your needs should drive the number and type of policies