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Estate Planning News

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

42 min ago | Forbes.com

DOL Questions 401(k) Brokerage Windows

I'm an associate editor at Forbes, reporting on personal finance from my outpost in a Modernist house in New Canaan, Conn.

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Related Topix: Canaan, CT, New Canaan, CT, Personal Finance, Retirement, Mutual Funds

4 hrs ago | Times Herald-Record

Bonnie Kraham: Trusts can keep an estate private

Lou Reed, who died last year at age 71, was the lead singer and guitarist of the Velvet Underground and later had a successful solo career.

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Related Topix: Pop/Rock, The Velvet Underground, Personal Finance

Wed Aug 27, 2014

The Verona-Cedar Grove Times

Dear Debbie Are investors becoming complacent, or is this the calm before the storm?

Debbie Taylor, principal of Taylor Financial Group, a Franklin Lakes-based independent wealth management firm, provides the following information.

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Related Topix: Franklin Lakes, NJ, Personal Finance

Law Professor Blogs Network

Estate Planning Considerations for Couples with Age Gaps

Large age gaps between spouses can present unique estate planning issues. The recent coverage of actress Lauren Bacall's death has highlighted her marriage to Humphrey Bogart, who was twenty-five years her senior.

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Related Topix: Personal Finance, Humphrey Bogart, Celebrities

Detroit Free Press

Retirees and 401(k)s: Big money, big decisions

For many, it will be the biggest chunk of money they will ever see, and that makes the consequences of doing the wrong thing huge.

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Related Topix: Personal Finance, Retirement, Crystal Lake, IL, IRA, Mutual Funds

Business Journal

Hilliard Lyons expands trust operations

During the last nine months, Hilliard Lyons has added 11 employees to its trust operations in Louisville, bringing the total employee count to 48, which includes nine employees in its wealth and family segment.

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Related Topix: Publishing, Media, EW Scripps, Personal Finance

JD Supra

Obermayer's Estate Planning newsletter - Summer 2014 -...

The annual federal gift tax exclusion per person remains at $14,000 in 2014. However, the more significant applicable exclusion available during lifetime or at death or a combination of both has been increased to $5,340,000.

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Related Topix: Personal Finance, Google, Startups

On Wall Street

Raymond James Plucks Exec From Merrill

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, Beverly Hills, CA

Law Professor Blogs Network

Article on The Public Trust Doctrine and Issues Regarding Estate...

Kirby L. Crow recently published a comment entitled, Oh Deer: The Public Trust Doctrine and Issues Regarding Estate Planning for the Cervid Breeding Industry , Estate Planning and Community Property Law Journal, Vol.

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Related Topix: Personal Finance

MarketWatch

Bogie and Bacall: Iconic May-December romance

Annika Ferris Cushnie is a wealth advisor and partner at Brightworth, a wealth management firm located in Atlanta, Georgia serving clients nationally.

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Related Topix: Personal Finance, Humphrey Bogart, Celebrities

Tue Aug 26, 2014

PR-inside.com

"OSK Holdings Berhad (OSK) - Financial and Strategic SWOT Analysis...

The company operates through Investment Banking, Wealth Management, Venture Capital, and Retail Services sectors.

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Related Topix: Personal Finance, Malaysia, World News,

Patch.com

Von Wiese-Mack's Will Filed; Daughter Kept in Solitary Confinement

A Will Has Surfaced: Sheila von Wiese-Mack's will was filed in Cook County last week by her Oak Park attorney, Lance Taylor.

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Related Topix: Cook County, IL, Oak Park, IL, Personal Finance

Forbes.com

Tax Inversions: Banks Are Making Millions

I write for a world filled with confusion and self-interest. If you agree that people search for simple, straight-forward and unbiased analysis follow along as we "Make Cents" of topics ranging from the economy , the world of investing, and financial planning .

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Related Topix: Personal Finance, Retirement, US Politics, US News, US Senate, Ron Wyden, Democrat, Financial Services

The Jersey Journal

Your Money: The complications of gifting real estate

Q. I am a very healthy 86-year-old living alone in a large condo worth about $200,000.

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Related Topix: Personal Finance, Florham Park, NJ

MacReport Media RSS Feed

Michael Tormey is Promoted to Senior Managing Director, Wealth Advisor at Peapack-Gladstone Bank

In his current role, Michael is responsible for growing and managing the Bank's wealth management business through relationships with the legal and accounting community in Northern New Jersey providing clients with wealth, lending and deposit solutions.

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Related Topix: New Jersey, Personal Finance, Iona College, Seton Hall University, Ringwood, NJ

US News & World Report

Is a Robo-Advisor Right for You?

Lately, there has been a lot of press about "robo-advisors," but before discussing who may be a good candidate for these types of services, let's define what a robo-advisor is.

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Related Topix: Personal Finance, Retirement

Law Firm Newswire

Estate Plans Can Protect Families with a Restrictive Prenup

Sometimes, one of the partners constructing a prenuptial agreement is a business owner.

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Related Topix: Personal Finance

JD Journal

Arnstein & Lehr Welcomes Kristin G. Bagull to Chicago Office

Summary: The law firm of Arnstein & Lehr has added Kristin G. Bagull to their office in Chicago as a partner in the Estate Planning practice.

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Related Topix: Personal Finance

Forbes.com

Estate Planning: A Ranking of Good Assets and Bad Assets

I write about investment strategies. My philosophy is that it is hard, but not impossible, to beat the market, and that it is easy, and imperative, to save on taxes and money management costs.

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Related Topix: Personal Finance, Journalism, Retirement, Tax, Financial Services

Financial News & Daily Record

Pro bono spotlight: Estate Planning Intake Night begins second year

In September, Jacksonville Area Legal Aid, in collaboration with Three Rivers Legal Services, started Estate Planning Intake Night on the second Tuesday evening of each month.

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Related Topix: Personal Finance, Law, Foley and Lardner

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