Legal Articles & News

Trust faces a quizzing over estate plans – This is Cornwall

This is Cornwall Trust faces a quizzing over estate plansThis is CornwallTHE PUBLIC will soon have the chance to quiz the National Trust on its controversial plans to redevelop Lanhydrock. The trust has now submitted a planning application to Cornwall Council to alter the Lanhydrock car park, introducing a café and cycle …

Clients with Estate Planning Needs Get a First-in-the-Industry Opportunity … – The Herald | HeraldOnline.com

Clients with Estate Planning Needs Get a First-in-the-Industry Opportunity …The Herald | HeraldOnline.comST. PAUL, Minn. — Clients concerned that taxes could erode the value of their estates may find a solution in the latest addition to Securian's suite of Eclipse Indexed Universal Life Insurance. Minnesota Life Insurance Company, Securian's largest … and more »

National Underwriter Publishes New Principles of Estate Planning Textbook – Sacramento Bee

National Underwriter Publishes New Principles of Estate Planning TextbookSacramento BeeWritten by Carolynn Tomin, CFP®, and Colleen Carcone, J.D., CFP®, Principles of Estate Planning is specifically designed for students enrolled in financial planning programs and for financial planning practitioners who want to provide greater value for … and more »

Facebook Paid $91000 Last Year For Mark Zuckerberg’s "Estate And Financial … – Business Insider

Business Insider Facebook Paid $91000 Last Year For Mark Zuckerberg's "Estate And Financial …Business InsiderBut we just don't see how it helps Facebook or Facebook shareholders to foot the bill for Mark Zuckerberg's estate and financial planning. And we generally frown on expenses like club memberships and other perks that serve primarily to enrich senior … and more »

Biz Brain: Getting an estate in order and planning for death taxes – The Star-Ledger – NJ.com

Biz Brain: Getting an estate in order and planning for death taxesThe Star-Ledger – NJ.com“Mom should consult with an estate planning attorney to determine whether there are any planning opportunities prior to death which may reduce or eliminate death taxes,” she said. “In addition, the executor should consult an estate administration … and more »

5 Estate-Planning Tasks That You Shouldn’t Put Off – Morningstar.com

5 Estate-Planning Tasks That You Shouldn't Put OffMorningstar.comThe amount of assets that could pass estate-tax-free drifted upward for most of the 2000s, and the estate tax went away altogether in a single year, 2010. Extremely generous exclusion amounts, which allow estates of more than $5 million to escape the …10 Basic Rules for Every Estate PlanInvesting Daily all 2 news…read more →

ESTATE PLANNING: What if Dad won’t plan? – nwitimes.com

ESTATE PLANNING: What if Dad won't plan?nwitimes.comTheir finances and ownership of property is usually so intertwined that it only makes sense to tackle the estate plan as an entity and plan accordingly. In addition, there will likely be limits to what can be done with only planning one side of the …

Estate Planning for Self-Storage Operators: Avoiding Probate With a Living Trust – Inside Self-Storage

Estate Planning for Self-Storage Operators: Avoiding Probate With a Living TrustInside Self-Storage… government. Which plan do you have? Using a few legal documents, self-storage operators can create an effective estate plan, and prevent up to 50 percent of their estate from being lost to unnecessary probate costs and wealth-destroying “death” taxes.Valuable Digital Assets: Estate Planning's New FrontierDigitalJournal.com (press release) all…read more →

Questions to ask when drafting an estate plan – Gilroy Dispatch

Questions to ask when drafting an estate planGilroy DispatchBecause you've worked hard to create a secure and comfortable lifestyle for your family, you'll want to ensure that you have a sound financial plan that includes trust and estate planning. With some forethought, you may be able to minimize gift and … and more »

Pozzuolo Rodden, PC Releases the Article “Estate Planning for Pet Owners” – RedOrbit

Pozzuolo Rodden, PC Releases the Article “Estate Planning for Pet Owners”RedOrbitThe Law Firm of Pozzuolo Rodden P.C., announces the release of the article "Estate Planning for Pet Owners. " Below is a sample of the first couple of paragraphs. If you would like to read more, please read the full article and other corporate law or … and more »