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Lou Ann Anderson is editing the Estate Planning News page.

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Estate Planning News

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

8 hrs ago | Free Money Finance

2010 Roth Conversion: Factors to Consider Before Making a Decision

The following is a guest post by Bryan Olson, CFA, Vice President, Head of Portfolio Consulting for Charles Schwab & Co., Inc.

Comment?

Related Topix: IRA, Personal Finance, Charles Schwab, Investment Services, Retirement

Yesterday | National Post

Parizeau's political will and testament

The former premier of Quebec, Jacques Parizeau. Jacques Parizeau opens his new book, La souverainete du Quebec, by declaring: "I am approaching my 80th year." In the pages that follow, what the aging separatist warrior offers is not the impassioned rallying cry his devoted troops might have hoped for but a political will and testament.

Comment?

Related Topix: Personal Finance, Canada, Nicolas Sarkozy

Sun Nov 22, 2009

The Knoxville News-Sentinel

People and Honors: Nov. 22

Michelle Barillaro has joined Hickory Construction Inc. as project coordinator. She previously was a project manager at Architectural Services Group.

Comment?

Related Topix: Tennessee Government, Tennessee, Home, Mortgage, Personal Finance, Sevierville, TN, Kingsport, TN

Sat Nov 21, 2009

Northwest Newspapers (Northwest Herald)

Leaving a little can create lasting change

Many people give their time and money to charities on a daily basis but when it comes to estate planning, those same organizations are sometimes overlooked.

Comment?

Related Topix: Life, Charity , Personal Finance, Education Etc.

Fri Nov 20, 2009

Ventura County Star

Planning for special needs kids a topic

Estate planning attorney Terri Hilliard Olson and financial strategist and special care planner Arkady Milgram will offer a free seminar on estate and financial planning for parents of special-needs children.

Comment?

Related Topix: Personal Finance, Kids, Family, Thousand Oaks, CA, Westlake Village (Thousand Oaks, CA), Westlake Village, CA

Thu Nov 19, 2009

CW Arkansas

Model squirms about Penn romance

A golfing buddy of Michael's turns him on to a hair-growth pill, and Jay insists that she and Michael see an estate planner.

Comment?

Related Topix: Comedy Movies, Milk, Drama Movies, Personal Finance, San Francisco Metro, Entertainment

Wed Nov 18, 2009

Martinsburg Journal

Speaker touched by personal story

It was when David Gross got out of the van he volunteered to drive for McKenna's Wagon, taking food to the homeless throughout Washington, that he had a "paradigm shift" about what he thought of homeless people.

Comment?

Related Topix: Washington, DC, American University, Shepherd University, Personal Finance, Roman Catholic Church, Religion

Wills, Trusts & Estates Prof Blog

Estate Planning & Community Property Law Journal Announces 2010 Seminar

The Estate Planning & Community Property Law Journal has announced the program for its 2010 Seminar to be held on February 5, 2010 at the Texas Tech University School of Law.

Comment?

Related Topix: Healthcare Law, Law, Personal Finance, Houston Metro

Press Release News From 24-7 Press Re...

Stephen Unsworth Named Super Lawyer for the Third Consecutive Year

ESSEX JUNCTION, VT November 18, 2009 /24-7PressRelease/ -- Estate Planning Attorney Stephen A. Unsworth has been named to 2009 Super Lawyers for the third consecutive years by Minneapolis-based Law & Politics Publishing.

Comment?

Related Topix: Healthcare Law, Law, Personal Finance, Essex Junction, VT, Non-Profit, Chittenden County, VT

KNXV

O'Neal 'perfectly happy' with Fawcett's will

Portrait of actress Farrah Fawcett, January 1980. Actor Ryan O'Neal says he has no problems with the fact he was left out of longtime companion Farrah Fawcett's will, insisting he doesn't need the cash.

Comment?

Related Topix: Farrah Fawcett, Personal Finance, Entertainment

Tue Nov 17, 2009

Noozhawk

Mark Cornwall: Learn About the Legal Facts of Life For Free

The State Bar of California Trusts and Estates Section is in the midst of presenting free seminars by attorneys from your area who have been specifically trained for what is called the Educating for Seniors Project.

Comment?

Related Topix: Healthcare Law, Law, Personal Finance, San Francisco, CA, San Francisco Metro, Home, Mortgage

www.examiner.com | Lou Ann Anderson

Jury rules to honor Houston oilman's estate wishes

A Houston jury took less than 40 minutes to return a verdict upholding the last will of philanthropist and oilman Alfred Glassell Jr.

Comment?

Related Topix: Law, Fine Arts, Arts, IRA

Courtenay Comox Valley Record

Estate-planning - " beyond basics

You've worked hard to accumulate assets and you know that the best way to preserve them and pass them on to your heirs is through an estate plan.

Comment?

Related Topix: Personal Finance

Mon Nov 16, 2009

Financial Planning

Managing Wealth Looks Good to Sun, Despite a Slow Start

Sun National Bank's wealth management business is off to a slow start thanks to the recession, but executives at the Vineland, N.J., bank say they remain committed to the business.

Comment?

Related Topix: Vineland Metro, Vineland, NJ, Personal Finance, Banking, Sun Bancorp Inc SUN, Financial Services, Cranford, NJ

Sun Nov 15, 2009

WCAX-TV Burlington

Panel to discuss estate planning for NH elderly

A free seminar on estate planning for the elderly will be held Wednesday in Portsmouth, N.H. The event will feature a panel that includes an attorney, a social worker and a University of New Hampshire professor.

Comment?

Related Topix: Personal Finance, Portsmouth, NH, University of New Hampshire

Wills, Trusts & Estates Prof Blog

Health Savings Accounts: Basic Components and Estate Planning Issues

John T. Bannen and Kristen A. Occhetti have published their article entitled Health Savings Accounts: The New Asset on the Estate Planners' Checklist , Prob.

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Related Topix: Personal Finance, Law, Health Insurance, Health, Healthcare Law, Medicare

Sat Nov 14, 2009

The Globe and Mail

Sara Plant, from BMO for Building Blocks. Credit: Rosa Park

Published on Monday, Nov. 09, 2009 6:17AM EST Last updated on Monday, Nov. 09, 2009 1:18PM EST N o one likes to make plans for an untimely death, particularly for it striking tragically at a young or middle age.

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Related Topix: Personal Finance

Fri Nov 13, 2009

Pittsburgh Post-Gazette

Estate questions arise over digital assets

After an American soldier died in Iraq five years ago, his father wanted to save copies of his son's e-mails sent through a Yahoo! account.

Comment?

Related Topix: Computers, Personal Finance, Social Software

Thu Nov 12, 2009

Health News Digest

Give Your Estate Planning a Clean Bill of Health

Will and trusts are key documents in planning for transfer of assets upon death to desired beneficiaries, just as powers of attorney, living wills and healthcare surrogate designations are important documents during life.

Comment?

Related Topix: Personal Finance

Wed Nov 11, 2009

www.examiner.com | Lou Ann Anderson

Jackson estate moves forward despite contentious exchange

Upon Katherine Jackson withdrawing her objections to the current Michael Jackson estate administrators, Los Angeles Superior Court Judge Mitchell Beckloff has formally appointed John Branca and John McClain to the positions designated by Jackson in his will.

Comment?

Related Topix: Michael Jackson, Black Entertainment, Pop/Rock

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