Estate Planning Roundup

Monday, July 15, 2013

07/15/13 The Raw Estate Planning News Feed

Comprehensive Real-Time News Feed for Estate Planning.

Delta Trust & Bank Buys Allen Kerr Agency _{2013-07-15, 05:31 pm}
... elta Trust is now able to expand our property and casualty services while still continuing to grow our life, estate planning, health insurance and employee benefits business," Cary Curzon, president of Delta Trust Insurance, said in the news release.
Lessons Learned from James Gandolfini's Will _{2013-07-15, 05:22 pm}
... their inheritance and Liliana's are subject to the 40% estate tax. "That's not a disaster," says New York estate planning attorney Bruce Steiner. Assets left to a spouse or a charity escape estate tax; those that pass to other beneficiaries in ...
The John Marshall Law School in Chicago A Leader in Online Legal Education _{2013-07-15, 09:20 am}
As many begin to favor online courses over the physical classroom, The John Marshall Law School in Chicago leads legal education through online degrees, online courses and its first MOOC.
Syndicated Morning Co-Host Andy Blacksmith Returns To The Airwaves _{2013-07-15, 02:18 pm}
CCM+E syndicated morning co-host ANDY BLACKSMITH of THE MORNING BUZZ returned to the airwaves this morning after multiple surgeries.
Signature Financial expands reach with deal for Indianapolis' Foresight Financial _{2013-07-15, 02:11 pm}
Signature Financial Group, a financial and estate planning firm in Columbus, is bolstering its presence in Indiana and Illinois with the acquisition of Indianapolis' Foresight Financial Management.
Demorest Law Firm, PLLC Attorney Graduates from Detroit Regional... _{2013-07-15, 10:20 am}
... in the areas of business law, litigation, employment law, real estate matters, tax planning, tax disputes, estate planning, probate matters, construction law, condemnation, inverse condemnation and sports law. They strive to understand each client's ...
Financial Advisor Pat Vitucci to Conduct Seminar/Workshop in... _{2013-07-15, 12:48 pm}
... at planning for retirement and ways to maximize savings on taxes. Other important subjects will include estate planning, long term care and life insurance, risk management and preservation of savings. Questions from the audience will also be ...
Surratt Law Practice Attorneys Ranked as Top Lawyers in Northern... _{2013-07-15, 11:32 am}
... litigation and general tort liability. She currently works with families to avoid conflicts and assists with estate planning matters. Brachmann has practiced family law since 2003. Over the course of her career, she has served families facing a wide ...
The essentials of online estate planning _{2013-07-15, 08:49 am}
Our online personas are certainly convenient -- these days, we do a vast amount of online commerce and routinely pay most of our bills electronically.
Daughters may not always open up to their parents _{2013-07-15, 06:31 am}
... and answer 20 questions about financial management, saving and investing, insurance and estate planning, use of credit, and shopping and spending. The survey, which is part of a research study, also asks for some basic demographic information. ...
Stephen J. Lacey: Death can tear even closest families apart _{2013-07-15, 03:00 am}
... such as stocks and bonds. But you can gift cars, expensive watches and your coin collection. With proper estate planning, you can achieve the goal of having the adult child that lives in town be able to act for you legally if you can no longer act. ...
Austin Law Firm, Zinda & Davis PLLC Welcomes Attorney, Taylor Mohr _{2013-07-15, 06:02 am}
... for Wells Fargo Bank. There, she gained invaluable expertise on personal finance management and estate planning, knowledge that she uses today to help clients with asset division during a divorce. Taylor grew up in Nacogdoches, Texas and was adopted ...
Financial Advisor Arkansas and Financial Planner Arkansas 'Best of... _{2013-07-15, 06:01 am}
... services: Retirement Planning, Asset Protection, Tax Minimization Planning, Long Term Care Planning, Estate Planning, IRA Asset Planning, Trusts, Life Insurance, Probate, Charitable Giving, Income Planning & IRA & 401(K) Rollovers. Call Chastain ...
Pozzuolo Rodden, PC, Philadelphia Business Attorneys, Are Pleased to... _{2013-07-15, 03:34 am}
... Five Star Wealth Managers. Please read Joseph R. Pozzuolo Esquire's biography and other corporate law or estate planning topics at http://www.pozzuolo.com Pozzuolo Rodden, P.C. provides specialized cost-effective legal services to privately held ...
Bar association to hold legal clinics _{2013-07-15, 01:56 am}
... Tuesday at Tracy Branch Library, 20 E. Eaton Ave. Areas of law covered in this session will be criminal law; estate planning, wills and trusts; family law; and probate and tax law. July 24 at the San Joaquin County Legal Law Library, 20 N. Sutter ...
Briefs -- Published July 15, 2013 _{2013-07-15, 01:48 am}
... Tuesday at Tracy Branch Library, 20 E. Eaton Ave. Areas of law covered in this session will be criminal law; estate planning, wills and trusts; family law; and probate and tax law. July 24 at the San Joaquin County Legal Law Library, 20 N. Sutter ...
Names and Faces _{2013-07-15, 12:21 am}
... three years and is also a former member of MCF's Legacy Society Committee. Bartirome heads Blalock Walters' Estate Planning Group in Bradenton and Sarasota. David Lafferty, chief information officer at Tidewell Hospice, has achieved professional ...
Evan Guthrie Law Firm Speaks About Legal Profession At Stratford High ... _{2013-07-15, 12:01 am}
... to practice law throughout the state of South Carolina. The Evan Guthrie Law Firm practices in the areas of estate planning probate wills living trust special needs trusts personal injury accident and divorce and family law and entertainment law. ...
Liza Horvath, senior advocate :Keeping sharp for driving _{2013-07-14, 08:14 pm}
... your self-sufficiency, mobility and right to drive. Liza Horvath has over 30 years' experience in the estate planning and trust fields and is the president of Monterey Trust Management, a financial and trust management company. This is not intended ...
Evan Guthrie Law Firm Speaks About Legal Profession At Stratford High School Career Day In SC_{2013-07-14, 06:23 pm}
... to practice law throughout the state of South Carolina. The Evan Guthrie Law Firm practices in the areas of estate planning probate wills living trust special needs trusts personal injury accident and divorce and family law and entertainment law. ...

Saturday, July 6, 2013

07/06/13 Comprehensive Real-Time News Feed for Estate Planning.

James Hale and Joann Hale v. Billy Hale Jeremy Hale Chris Hale Eric... _{2013-07-05, 01:00 am}
JAMES HALE AND S JOANN HALE v. BILLY HALE, JEREMY HALE, S CHRIS HALE, ERIC HALE, VANESSA HALE, MICHELLE HALE, BESSIE HALE AND GWENDOLYN HALE Appellants, James and Joanna Hale, appeal from an order of the Breathitt Circuit Court granting a motion for directed verdict in favor of Billy, Jeremy, Chris, Eric, Vanessa, Michelle, Bessie and Gwendolyn ... (more)
An Arrow Diagram Is Not Considered to Be a Handwritten Will _{2013-07-06, 01:23 am}
GRP Rainer Attorneys and Tax Accountants in Cologne, Berlin, Bonn, Bremen, DA1 4sseldorf, Essen, Frankfurt, Hamburg, Hanover, Munich, Nuremberg, Stuttgart and London http://www.grprainer.com/en explain: With its decision from 11 February 2013 , the higher regional court in Frankfurt, Germany made it clear that an arrow diagram does not qualify as a ... (more)
Elder Law Overview _{2013-07-05, 09:00 pm}
... law focuses on the legal needs of the elderly and those with special needs. Elder law primarily concerns estate planning, probate, guardianship, Medicare, Medicaid, veteran's benefits, and retirement planning. Elder law attorneys commonly advise ...
Steps for avoiding estate planning mistakes _{2013-07-05, 08:05 pm}
... mistakes people make, mistakes that can lead to expensive and time-consuming disputes. 1. Get all your estate planning documents together in one place. Wills , beneficiary designations, trusts and medical directives that can't be easily located can ...
4 Seniors: Ensure pets OK after you're gone _{2013-07-05, 07:16 pm}
Pet trusts and pet protection agreements have become increasingly popular in recent years as elderly pet owners are looking for ways to ensure their pets will be well cared for when they're no longer able to do the caring.
4 Seniors: How to ensure your pets are cared for _{2013-07-05, 07:15 pm}
Pet trusts and pet protection agreements have become increasingly popular in recent years as elderly pet owners are looking for ways to ensure their pets will be well cared for when they're no longer able to do the caring.
Retirement Weekly: DOMA ruling: Taxes, retirement, estate planning _{2013-07-05, 05:43 pm}
The Supreme Court's decision in Windsor v. U.S., has effectively struck down Section 3 of the Defense of Marriage Act, also known as DOMA, retroactively.
Financial advisor asking $1.3M for Boca Raton 4BD _{2013-07-05, 03:00 am}
... planning specialist at the financial services firm in Boca Raton. She previously worked in the insurance and estate planning division of Prudential Insurance Co. She has also served as a trustee member of the Boca Raton Chamber of Commerce and was a ...
It's The Law: Adult adoption may be an estate planning tool _{2013-05-05, 03:00 am}
... the adult adoption case of Dennis v. Klein. But, unlike in Goodman, the adoption in Klein was intended for estate planning purposes and not an effort by a former spouse to circumvent an agreed trust created with his ex-wife. In Klein, a man with net ...
Liberal hopeful lost 'sham' Barbados trust tax case _{2013-07-05, 03:47 pm}
... this trust was to avoid tax, which would result in more money in Mrs. Antle's hands. There was no element of estate planning. Mr. Antle could give the shares to his wife, pay the tax, leaving his wife $1.1 million, or he could settle a Barbados ...
Cultural Pittsfield This Week: July 5-11 _{2013-07-05, 01:28 pm}
You're invited to come out and explore Pittsfield's Upstreet Cultural District's shops, restaurants and galleries to check out artwork by dozens of talented local artists .
Estate planners have questions in wake of DOMA ruling _{2013-07-05, 11:59 am}
... of the federal Defense of Marriage Act, has same-sex marriage advocates cheering and opponents re-grouping. Estate planning attorneys, meanwhile, are left scratching their heads. Despite the momentous nature of the decision, the immediate impact on ...
Gary Crisci Receives Accredited Asset Managment Specialists Designation _{2013-07-05, 11:05 am}
... opportunities in investments but also in such areas as insurance*, tax-efficient investing**, retirement and estate planning strategies**," said Gary, Managing Principal of Crisci Private Wealth Management. Accredited Asset Management Specialists ...
Take over seller's loan with assumable mortgage _{2013-07-05, 11:02 am}
... can be assumed without the property being sold. That might make sense in connection with a divorce, estate planning or gift of real estate, for example. For the seller, the primary advantage of an assumable loan is it can make the house more ...
Steck leads Capital Region for outside income _{2013-07-03, 03:00 am}
... 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 ...
Vital documents all adults should possess _{2013-07-03, 03:00 am}
... arrange how they are passed on with minimal tax consequences for your heirs. An attorney who specializes in estate planning can help you. 5. Credit reports: In today's world, your credit report can make or break you financially. Your credit score ...
Machel: Mandela 'is sometimes in pain' _{2013-07-05, 06:35 am}
Doctors have advised Nelson Mandela's family that his life support should be turned off because he was in a "permanent vegetative state", reports a British newspaper, quoting court documents.
Read "Jimmy Amadie Trio: Live At The Philadelphia Museum of Art" _{2013-07-05, 04:32 am}
In a period of profound artistic expansion and change in jazz, with labels like ECM, Winter & Winter and Pirouet and countless self- produced recordings erasing and redrawing genre lines, is it even proper to celebrate the time tested, the mainstream, the old fashioned purveyors of the music? Is there a need for one more traditional piano trio ... (more)
Care planning workshops to be held throughout July _{2013-07-05, 03:46 am}
... Planning," will be July 24. Information will be provided about legal documents, financial concerns and estate planning. Analyzing one's housing needs and reorganizing one's personal possessions will be included. The fourth session will be "Final ...
He's not afraid: A Michigan man's mission to Mars _{2013-07-05, 03:00 am}
We've all heard and read about the next great space adventure facing the United States, if we do ever return to the kind of exploration mentality that once led America to become the leader in pioneering interstellar quests.

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 Advisors_{2013-07-03, 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 ...

Friday, April 19, 2013

Retail notebook: New SECU branch under construction on Airport Road

... institution offering deposit accounts, loans, mortgages, safety deposit boxes, investments, trust services, estate planning and tax preparation, she said. "I like the location better," Sasser said. "I think it's going to be easier for our customers ...

http://www.kinston.com/news/local/retail-notebook-new-secu-branch-under-construction-on-airport-road-1.129144

Thursday, April 18, 2013

Warren Buffett still paying a lower tax rate than his secretary

... individuals and business owners with creative solutions, and serves as their trusted advisor. Matthew's estate planning practice focuses on preserving clients' wealth by providing comprehensive, highly personalized estate planning counsel to ...

http://www.examiner.com/article/warren-buffett-still-paying-a-lower-tax-rate-than-his-secretary?cid=rss

Man sues over being left out of sister's death, funeral

A Burlington man is suing his sister's power of attorney, claiming relief for not being notified of his sister's grave illness or death.

http://www.thetimesnews.com/news/top-news/man-sues-over-being-left-out-of-sister-s-death-funeral-1.128960

CFPB says 'senior' specialists causes confusion

... one from the next. For example, the report pointed out, Certified Estate Planners (CEP), Chartered Estate Planning Practitioners (CEPP) and Certified Estate and Trust Specialists (CES) are different designations conferred by different organizations, ...

http://washingtonexaminer.com/cfpb-says-senior-specialists-causes-confusion/article/feed/2090607?custom_click=rss