Estate Planning News
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1 hr ago | Law Professor Blogs Network
Many people believe that an estate plan centers on tax planning. As a result, people do not feel the need to have one.
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2 hrs ago | Lincoln Daily News
F or most people, some life event will usually prompt them to start seriously thinking about planning for their own demise.
7 hrs ago | Noozhawk
"I have been a lifelong fan of classical music," said Smith, vice president and wealth advisor at Morgan Stanley one of the world's preeminent financial service firms for investment banking, research and portfolio management.
Weeks away from dying of cancer in 2011, Madison volunteer firefighter Peter Esposito prepared a last will and testament that bequeathed $200,000 to the borough and another $1 million dollars to friends, relatives and St. Vincent's Church.
Effective April 1, 2014, the 2014-201 5 budget legislation makes significant changes to New York's estate tax and the income taxation of certain trusts.
Barnes & Noble founder and chairman Len Riggio announced Thursday morning that he had sold 3.7 million shares of B&N stock.
'After this sale I remain the Company's largest shareholder, a position I feel very good about,' said 'I love this company and I believe in its future as I do in all of the wonderful people who work here.'
The bank provides complete range of tailored solutions and services such as asset management, financial markets, credit and structured finance, corporate finance, setup and administration of investment funds, real estate activities and financial analysis.
Common mistakes made on an estate plan can be costly. Some errors can compromise what your heirs inherit when you die, and other mistakes may leave you vulnerable if you become incapacitated.
Death and taxes are inevitable, yet 40 percent of Americans die without a will causing many financial problems for the family of the deceased.
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.
"Finally, thanks to changes passed into the law in 2013, same-sex couples that get married and take the appropriate pro-active steps can enjoy the same favorable financial benefits that well-informed opposite-sex married people currently enjoy-but only if they get married and take the appropriate steps," says Lange.
Besides divvying up your estate to your beneficiaries, there are several other things to think about when executing a will.
Why did you go into business? I started working with Modern Woodmen of America because I have a passion for helping others, and I loved the fraternal side of this company.
Your estate planning efforts may be wasted if your family can't find your documents.