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Estate Planning News

News on Estate Planning continually updated from thousands of sources around the net.

1 hr ago | MarketWatch

TaxWatch: Estate planning for the rest of us

Most folks are no longer exposed to the federal estate tax, thanks to today's relatively generous $5.25 million exemption.

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Related Topix: Personal Finance

Mon May 20, 2013

Guide To Retirement LIving

Middle Class Millionaires

As Lewis Schiff and Russ Allen Prince chronicle in The Middle-Class Millionaire: The Rise of the New Rich and How They are Changing America , during the past 20 years, a portion of America's middle class has been pulling away from their neighbors by amassing significant wealth.

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Related Topix: Personal Finance, Retirement, Mutual Funds

The Providence Journal

Emails at center of estate planner Caramadre's bid to withdraw guilty pleas in investment scheme

Lawyers Anthony Traini and Michael Lepizzera traded dozens of emails in the days leading up to their client, Joseph Caramadre, pleading guilty to charges he defrauded terminally-ill people in a multimillion-dollar investment scheme.

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Related Topix: Personal Finance

KOTA-TV Rapid City

Why you need a will

As the saying goes, death, like taxes, is one of the few certainties in our world.

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The Jersey Journal

Biz Brain: Retirement savings for an infant

Q. I am looking to open a trust fund for an 8-month-old baby boy. I would like him to have something when he gets old enough to retire, but I'm not sure where to start.

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Related Topix: Personal Finance, Retirement, Morristown, NJ, Pennington, NJ

Law Professor Blogs Network

CLE on Beneficiary Designation Problems

The American Bar Association Section of Real Property, Trust and Estate Law will sponsor a CLE entitled, When Good Benes Go Bad or Missing Beneficiary Designation Problems with Qualified Plans and IRAs: How to Identify, Avoid and FixThem , on May 22, 2013.

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Related Topix: Personal Finance

Sun May 19, 2013

Naples Daily News

Mark E. Adamczyk: Are only board members required to be certified in...

Editor's note: Attorneys at Goede, Adamczyk & DeBoest, PLLC respond to questions about Florida community association law.

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Related Topix: Florida, Personal Finance

The Globe and Mail

Lessons in estate planning from Warren Buffett

I've never had the pleasure of meeting Marvin Blum. But if I ever do, I'd like to shake his hand.

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Related Topix: Personal Finance, Warren Buffett, Construction, Berkshire Hathaway, Investment Services, Family, Kids

The Jersey Journal

Biz Brain: What a revocable trust can do for you

Q. I am 80, single and in good health. I have $250,000 in an IRA and $250,000 in an annuity.

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Related Topix: Personal Finance, Florham Park, NJ, Parsippany, NJ

Sat May 18, 2013

The Press-Enterprise

RIVERSIDE: Caring for loved ones discussion set

Riverside estate planning attorney Dennis Sandoval and his geriatric care manager, Diana Ramirez, will be co-presenting "Caring For Your Loved Ones: Important Legal Documents" on May 22, at 10 a.m. The presentations are being co-sponsored by Inland Caregiver Resource Center, Health Essentials, Raincross at Riverside Assisted Living Center and ... (more)

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Related Topix: Personal Finance

Instapundit.com

If Only he'D Been a Tea Partier, with a Copy of the Declaration of...

Do you how much media a effort has been devoted to a unearthing what Dzhokhar Tsarnaev apparently thought was his last will and testament? But somehow, the cops held it tight until yesterday.

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Related Topix: Personal Finance

The Tennessean

Phoebe Venable: Keep up with changes to estate tax laws

President Barack Obama's proposed budget plan for 2014 came out in early April, and people are starting to process what it all means.

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Related Topix: Personal Finance

Wills, Trusts & Estates Prof Blog

24th Annual Estate Planning and Probate Drafting Course

The State Bar of Texas is presenting the 24th Annual Estate Planning and Probate Drafting Course in Houston, TX on October 24-25, 2013.

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Related Topix: Personal Finance

Times Herald-Record

Protecting your future: Joint tenancy as only plan could get complicated

No matter what your asset level, no one wants to spend money unnecessarily, including for services thought to be unnecessary.

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Related Topix: Personal Finance, Long Term Care, Health, Healthcare Law, Law

Fri May 17, 2013

Mississippi Business Journal

How to benefit from modest estate planning

While only the wealthiest individuals need to invest in "Cadillac" estate planning for the purpose of minimizing estate taxes, many others can benefit from estate planning more on an economy car level.

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Related Topix: Personal Finance

Nashoba Publishing Online

Cappucci brings family's values to Townsend insurance business

Spend 10 minutes with Joe Cappucci of West Townsend and it will soon become clear why the Joseph M. Cappucci Insurance Agency has thrived for more than 25 years, in a time when so many other start-up businesses have failed.

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Related Topix: Townsend, MA, West Townsend, MA, Personal Finance, Massachusetts College of Liberal Arts , Fitchburg, MA

Thu May 16, 2013

Business Journal

Hodgson Russ is latest law firm moving to Saratoga County

"We would not relocate from Johnstown to Saratoga if we didn't think we were going to be hiring," says Mario Papa, managing partner of Hodgson Russ' new Saratoga Springs office.

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Related Topix: Johnstown, NY, Saratoga County, NY, Saratoga Springs, NY, Personal Finance, Albany, NY

Fox News

How to Make Your Divorce Cheaper

Between lawyers, accountants, court fees, mediators, psychologists and buying and furnishing a new home, the bills can easily add up when splitting assets and negotiating children.

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Related Topix: Personal Finance, College Station, TX, Business News

JD Supra

Estate Planning: Lessons Learned From Angelina Jolie

Angelina Jolie disclosed that she had a double mastectomy and that she would have her ovaries removed to help prevent breast and ovarian cancer that she may be genetically predisposed to in April of 2013.

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Related Topix: Personal Finance, Ovarian Cancer, Health

Centre Daily Times

Two candidates seeking district judge nominations

District judges handle arraignments, fix and accept bail, issue warrants and hold preliminary hearings.

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Related Topix: Philipsburg, PA, Personal Finance, State College, PA, Centre County, PA, Kistler, PA