Legal Articles & News

Whitney Houston Voted the Most Shocking OMG! (Oh My Gosh!) Moments of … – RedOrbit

Whitney Houston Voted the Most Shocking OMG! (Oh My Gosh!) Moments of …RedOrbitThe estate taxes possibly taken out of her inheritance could be dramatic because of awful financial planning and terrible advice from her lawyers and accountants,” explains Rocco Beatrice, managing director of Estate Street Partners, parent company of … and more »

Best to Keep Estate Plans Simple – Wall Street Journal (blog)

Wall Street Journal (blog) Best to Keep Estate Plans SimpleWall Street Journal (blog)Avi Kestenbaum. “The biggest estate-planning concern for most people is that their children and grandchildren get along,” says Mr. Kestenbaum, co-chair of the trust and estates department at the law firm Meltzer, Lippe, Goldstein & Breitstone in …

Estate planning key to adviser sustainability – Money Management

Estate planning key to adviser sustainabilityMoney ManagementBy putting estate planning at the heart of their business, planners can ensure the long-term sustainability of their client base while also fully satisfying the requirements of the Future of Financial Advice (FOFA) reforms. According to Halcyon Wealth …

Help your kids use their inheritance wisely and other benefits of a trust – Sacramento Bee

Advisor.ca Help your kids use their inheritance wisely and other benefits of a trustSacramento BeeJamie Golombek, Managing Director, Tax and Estate Planning, CIBC Private Wealth Management notes that a trust is essentially a vehicle that allows a person to give assets to someone else (known as a "beneficiary"), but under certain terms and …Trusts are essential to estate planningAdvisor.caWindow closing…read more →

Farm family estate settlements can end positively – Farm and Ranch Guide

Farm family estate settlements can end positivelyFarm and Ranch GuideI will defer the legal aspects of estate settlement to legal and estate planning experts and stick to the psychological aspects of estate settlement. Often the psychological matters, such as feelings among siblings about favoritism, are more unsettling …Top Tax Errors in Estate PlanningJD Supra (press release) all 3 news articles »

Free Estate Planning Seminar – Western Queens Gazette

Free Estate Planning SeminarWestern Queens GazetteEdward Jones Financial Advisor Bill Manolopoulos of Astoria is hosting “Preparing Your Estate Plan”, a free 60-minute educational seminar on Thursday, September 27, at 10 a.m. at HANAC Senior Citizen Center, 27-40 Hoyt Ave. South, Astoria.

Learn about estate planning – San Ramon Express

Learn about estate planningSan Ramon ExpressThe San Ramon Library will host Powers of Attorney and Advance Health Care Directives, a free legal workshop sponsored by the Contra Costa County Bar Association. This two-part estate planning workshop, beginning Thursday, Sept. 27 from 6 – 7 p.m., … and more »

Convergent Wealth Advisors Urges Wealthy Individuals to Consider Wealth … – Equities.com

Convergent Wealth Advisors Urges Wealthy Individuals to Consider Wealth …Equities.comLOS ANGELES, CA — (Marketwire) — 09/18/12 — Convergent Wealth Advisors recently hosted a roundtable discussion at the Peninsula Beverly Hills entitled "Lessons from the Edge: Five Common Mistakes in Family Estate Planning & How to Avoid Them. and more »

Learn about estate planning Thursday night – San Ramon Express

Learn about estate planning Thursday nightSan Ramon ExpressThe San Ramon Library will host Powers of Attorney and Advance Health Care Directives, a free legal workshop sponsored by the Contra Costa County Bar Association. This two-part estate planning workshop, beginning Thursday, Sept. 27 from 6 – 7 p.m., … and more »

A look at your 2012 year-end estate planning – Business Times of Western Colorado

Business Times of Western Colorado A look at your 2012 year-end estate planningBusiness Times of Western ColoradoOnce again we are reaching the close of a tax year end with uncertainty as to the estate tax law that will be in place next year. While there is generally broad consensus between Republicans and Democrats alike that the exemption amount should be…read more →