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Estate Planning News

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

43 min ago | JD Supra

McNees Insights: Estate Planning - Summer 2014

The transition of a family owned business involves a variety of legal and tax issues.

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Related Topix: Personal Finance, Google, Startups

1 hr ago | Insurance News Net

Court Decision Has Implications For Estate Planning

A ruling by the U.S. Supreme Court holding that assets contained in an inherited individual retirement account don't qualify as retirement funds for the purposes of bankruptcy exemption, has turned the estate planning community on its head.

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Related Topix: IRA, Personal Finance, Retirement, US News, Economics News, Bankruptcy, US Supreme Court

6 hrs ago | MarketWatch

The new generation gap is all about money

Parents in their 50s and 60s think they've done a bang-up job talking with their adult kids about their estate and retirement plans.

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Related Topix: Kids, Family, Personal Finance, Retirement

10 hrs ago | MarketWatch

How dying too rich can hurt you and your estate

Charlie Jordan is a partner and wealth advisor at Brightworth , providing comprehensive investment and wealth planning advice to high net worth individuals and families.

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Related Topix: Personal Finance, Retirement, Social Security, Pension, Long Term Care, Health

Wed Jul 23, 2014

Bangor Daily News

TAMC to hold free seminar on planned giving

Individuals who volunteer to raise money for worthy causes or who just want to find out how to best plan for their families are invited to take part in a free planned giving seminar being hosted by the TAMC Foundation 1-4 p.m. "We wanted to provide an opportunity for people to learn more about the importance of estate planning and on the different ... (more)

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Related Topix: Personal Finance, Life, Charity , Presque Isle, ME

Dallas Morning News

Get free one-on-one legal advice at the Big Give Back

The Dallas Association of Young Lawyers is teaming up with the Dallas Asian-American Bar Association, Dallas Hispanic Bar Association and the J.L. Turner Legal Association to sponsor the Big Give Back on Aug. 9. Volunteer lawyers will be available from 10 a.m. to 2:30 p.m. to provide free one-on-one legal advice, and there will also be free ... (more)

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Related Topix: Criminal Defense Law, Law, Dallas, TX, Personal Finance, Opinion

Hawkesbury Gazette

Richmond Players deliver again

Richmond Players are at it again with their latest theatrical offering, a performance of Bone-Chiller written by Monk Ferris.

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Related Topix: Personal Finance

Business & Heritage Clarksville

Legal Handbook for Seniors available now

The updated Handbook, which is available at no cost to Tennesseans, contains practical information on a wide range of topics, including issues such as applying for Social Security benefits, long-term care considerations and estate planning, as well as completely new sections addressing online security and new health care legislation.

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Related Topix: Tennessee, Long Term Care, Personal Finance, Social Security, Health, Tennessee Government

JD Supra

Designating Your Same-Sex Spouse as the Sole Beneficiary in Your Will

Question : If your will designates your same-sex spouse as the sole beneficiary, will your relatives have a valid claim against your estate? Estate planning can be a very stressful time for all married couples, especially when children and other relatives need to be considered.

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Related Topix: Personal Finance

The Alternative Press

There's a Will - Is There a Way?

You just signed a new will, reflecting a careful balance of family protection and tax minimization.

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Related Topix: Personal Finance, Retirement

Religion News Service

Father Knows Best: Steps toward reconciliation

Do you have a question about life, love, or faith? Submit it online , fill out the form below or email it to melfert@stjohns-cathedral.org.

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Related Topix: Personal Finance

Sheffield Telegraph

Benn's life captured in major new documentary

A film tribute to former Chesterfield MP Tony Benn is to receive one of its first screenings in the town before its cinema release in the autumn.

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Related Topix: Personal Finance

Tue Jul 22, 2014

On Wall Street

Strategy ETFs as Alternatives?

Top Planning Concerns for UHNW Clients Working with UHNW clients requires more than solid investment management and estate planning, according to advisor Paul Pagnato, founder of the Pagnato-Karp Group.

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Related Topix: Personal Finance, Retirement, Financial Markets

Monster.com

Part-time Executive Director of Development Gift & Estate Planning

Thank you for your interest in the Part-time Executive Director of Development Gift & Estate Planning.

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Related Topix: Personal Finance, University of Akron

MassLive.com

East Longmeadow Public Library to host estate planning seminar this evening

Interested community residents will be offered advice on how to make decisions that will affect the future of their families, as Jason S. Hicklen, a financial advisor at Edward Jones, will host a seminar on estate planning this evening at 6:30 in the East Longmeadow Community Room.

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Related Topix: Personal Finance, Longmeadow, MA, East Longmeadow, MA

JD Supra

Charitable Trusts and Estate Planning

There are a number of ways in which clients can incorporate their desire to benefit charities into an estate plan.

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Related Topix: Personal Finance

WebCPA

The Top 10 Retirement Issues

Financial planners and thought leaders from the PFP Section of the American Institute of CPAs recently held a thought leadership seminar to determine the top issues related to retirement planning and aging that are facing Americans - and how they're changing due to demographic, financial and social factors.

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Related Topix: Personal Finance, Retirement, Social Security

Glendale Register

Estate Planning Basics for Newlyweds - " How to Get Prepared for the Unexpected

It's that time of year - the time for beautiful weddings, fun receptions, delicious cakes, special gifts, and romantic honeymoons.

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Related Topix: Personal Finance, Wedding

Law Professor Blogs Network

The Reasoning Behind Hoffman's Surprising Estate Planning Decisions

As I have previously discussed , Philip Seymour Hoffman's will included a request that his son, Cooper, be raised in cities other than Los Angeles.

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Related Topix: Personal Finance

JD Supra

Estate Planning Is Not Just for the Rich and Famous

The following is a guest blog post by April E. Frisby of Frisby Law . April is a lawyer in Orange County who practices business and securities transactional law, as well as estate planning.

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Related Topix: Personal Finance

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