48 min ago | Government Executive
My associate Joe Sullender, senior vice president for investments at Wells Fargo Advisors, recently became aware of a potential tax consequence of leaving your Thrift Savings Plan balance to your spouse in a beneficiary participant account.
4 hrs ago | The Union
Ananda's new leader a familiar Nevada County face
If it wasn't apparent who would take over Ananda when Swami Kriyananda died toward the end of April, he made it pretty clear in his will: "My spiritual successor shall be John E. Novak ." Kriyananda's last will and testament provided that the nine-stone astrological bangle, which Kriyananda wore in his capacity of spiritual director of Ananda, ... (more)
Estrada Legal, PC is Better Alternative to Document Preparers
As the State of Wisconsin recently warned, Consumers should be wary of 'living trusts' preparers.
Heavy D's Family Seeking Control Of Deceased Rapper's Estate
When rapper Heavy D passed away in 2011 from a pulmonary embolism, the public saw his family rally together and settle his affairs.
Does a Graduate Law Degree Increase a Lawyer's Value?
Today, LL.M. degrees, a.k.a. Masters of Law, or, for the fancy, the Latin name Legum Magister, are offered in a variety of legal specialties ranging from trial advocacy to intellectual property to international law to taxation.
Estate Planning Alert: New Civil Marriage Law Could Increase Income...
On May 14, 2013, Governor Dayton signed a bill modifying Minnesota Statutes Sections 517 and 518.
Farmers Focus On Estate Planning For Future Farming Operations
There is a need for farmers to pay closer attention to estate planning if they want to pass on their farming operations.
JLW Law Offices Fine - Tune Their Estate Planning Attorney Services in Accordance with 2013 Tax Laws
There have been several revisions in Capital Gains tax and surtaxes for the financial year 2013, and to comply with these changes, clients require the services of experts.
TELESEMINAR: Portability of the Estate Tax Exemption: Planning,...
"Portability" is a relatively new concept in estate planning. Introduced in 2012 for a two-year period, portability allows a spouse to transfer or make "portable" the unused portion of his or her lifetime gift tax exclusion to the other spouse.
Kenneth Petersen: Organizing data about your estate
Q: In last week's column you wrote about what information, papers and estate planning documents to keep on hand for my beneficiaries and how to organize them with a guidebook that I can purchase from the Hospice Foundation.
Chilling video Susan Powell made before disappearance released
A video missing Utah mom Susan Powell made a year before she disappeared indicates her marriage to Josh Powell was troubled and she wanted documented proof of their assets.
Tips on Avoiding Family Feuds During Estate Planning
Due to the recent signing of the American Taxpayer Relief Act of 2012, now is the time to review your estate plan in order to mitigate tax exposure, especially if you are a high-net-worth individual or own a family business.
Kevin MacWilliams: Now is the time to build a balanced financial plan
In case you haven't noticed, it's been a very interesting start to the year within the financial world.
Updating Your Will: A Small Step That Goes A Long Way
Oftentimes people spend hours of hard time, energy and dollars investing in their important personal legal documents with the intent of stashing them away in the back of a drawer after they're signed them.
Panebianco will lead NH Estate Planning Council
Michael P. Panebianco, Esq., AEP, vice president, Cambridge Trust Company of N.H. in Portsmouth, has been elected president of the N.H. Estate Planning Council for a one-year term.
Mahatma Gandhi's last will and testament and the iconic sandals he wore in the 1920s sell at auction
Mahatma Gandhi's last will and testament and a pair of his iconic sandals have been sold at auction along with 50 items of memorabilia .
Pritzker's $54M Family Trust Fee Seen as Unique
Receiving $54 million in consulting fees for a decade's work on her own family's offshore trusts is unusual and probably saved U.S. Commerce Secretary nominee Penny Pritzker on taxes, according to estate experts.
FSG Bank's Teresa Whitton Earns CFP Designation
The CFP designation is the highest professional designation in the financial planning field.
Don't Bet Your Farm: An Estate Plan Can Help Preserve Assets
As farm land prices increase and equipment, buildings, and other assets are added, farm valuations can often exceed the federal estate tax exemption, making estate planning crucial for preserving one's farming legacy.
Federal judge jails estate lawyer as flight risk, nixes 'bizarre' effort to revoke plea
A Rhode Island estate planning lawyer's effort to revoke his guilty plea in a controversial $30 million elder insurance fraud case was a "bizarre" and unjustified "hatchet job" on Joseph Caramadre's former counsel, a federal judge said Monday.