Legal Articles & News

Estate Planning and Your Digital Assets – The Dough Roller

Estate Planning and Your Digital AssetsThe Dough RollerI learned this first hand while handling my step-mother's estate. Apart from who would run this blog in my absence, I've never really given any thought to how my wife or children would access my online life. And then I obtained a four-page, single …

Estate planning council elects board members – Statesman Journal

Estate planning council elects board membersStatesman JournalDennis Twenge, CFP/ChFC, JHS Capital Advisors, LLC, Immediate Past President. The Council exists to provide support, networking and continuing professional education opportunities to estate planning professionals in the Mid-Willamette Valley. Tweet …

Make the most of your money when it comes to estate planning – Pittsburg Morning Sun (blog)

Make the most of your money when it comes to estate planningPittsburg Morning Sun (blog)Estate planning is an important component of your overall financial plan, regardless of your age, income or size of your estate. If you own property and have heirs, you need to think about estate planning. To do the job well, you'll need the help of a…read more →

Madison to base compliance around estate planning – Money Management

Madison to base compliance around estate planningMoney ManagementMadison Financial Group is rolling out a compliance framework that uses estate planning as a context for the best interests duty. Madison head of compliance Cheyenne Walker is working closely with business and estate lawyer Michael Perkins, who teaches …

Retirement planning course to be offered through FSU – Tallahassee Democrat (blog)

Retirement planning course to be offered through FSUTallahassee Democrat (blog)The course blends financial education with life planning to help participants build wealth, align their money with their values, and achieve retirement lifestyle goals. An estate planning attorney will also be present to answer questions and give …

What Celebrity Mistakes Can Teach You About Estate Planning – Millionaire Corner

What Celebrity Mistakes Can Teach You About Estate PlanningMillionaire CornerWhat do the estate planning mistakes and missteps of celebrities have to do with you? Everything, insist legacy experts Danielle and Andy Mayoras, who use the real-life errors of the rich and famous as teachable moments to show families and investors …

‘Estate Planning in Uncertain Times’ Seminar – Marconews

'Estate Planning in Uncertain Times' SeminarMarconewsTom Moran and Bob Edwards, Managing Directors – Investments Senior PIM Portfolio Managers of Moran Edwards Asset Management Group of Wells Fargo Advisors, will be conducting a series of seminars discussing Estate Planning in Uncertain Times.

Make the most of your money when it comes to estate planning – HollandSentinel.com (blog)

Make the most of your money when it comes to estate planningHollandSentinel.com (blog)Estate planning is an important component of your overall financial plan, regardless of your age, income or size of your estate. If you own property and have heirs, you need to think about estate planning. To do the job well, you'll need the help of a …

ESTATE PLANNING: Ways To Avoid Probate – Gazette Newspapers

ESTATE PLANNING: Ways To Avoid ProbateGazette NewspapersTo figure out which of these probate avoidance methods are best for your family, consult an experienced estate-planning attorney. While some of the simple (non-living trust) strategies outlined above may help to avoid probate, they are often only …

ESTATE PLANNING: The perfect time to plan – nwitimes.com

ESTATE PLANNING: The perfect time to plannwitimes.comHow many of you knew that October is Estate Planning month? Alright, it's not really estate planning month, but it should be because October is the perfect time to plan your estate. If you've been outside recently, you know that summer is over. The …