Legal Articles & News

It’s time to plan for 2012 taxes – InvestmentNews

It's time to plan for 2012 taxesInvestmentNews“Give them a week to 10 days to recover, but then it's critical that investors, high-wealth individuals and business owners get in to see their tax advisers early this year,” said Phillip Glasscock, an estate-planning lawyer and certified public …

Bonnie Kraham: Add a letter of instruction to estate plan – Times Herald-Record

Bonnie Kraham: Add a letter of instruction to estate planTimes Herald-RecordBy Bonnie Kraham An often-overlooked part of an elder law estate plan is a "letter of instruction," referred to as a "LOI." These informal documents give exact wishes to guide those you leave in charge of your affairs if you're disabled, and upon your …

Combined WORTH – Winnipeg Free Press

Combined WORTHWinnipeg Free Press"We use life insurance for clients as income replacement or for estate planning," Lussier says. Life insurance pays a tax-free benefit that can provide liquidity to an estate to cover taxes or to bestow a tax-free gift to beneficiaries.

Estate Planning: To probate or not to probate, that is the question – Lake County News

Estate Planning: To probate or not to probate, that is the questionLake County NewsCalifornia law grants a surviving spouse special rights and obligations concerning the probate estate and personal debts of a deceased spouse. These are governed by community property laws. The same rules apply to California registered domestic …

Estate planning program set for Tuesday in Farmington – Morning Sentinel

Estate planning program set for Tuesday in FarmingtonMorning SentinelFARMINGTON — The Upper Kennebec Valley Chapter of the Small Woodlands Owners Association of Maine and the Maine Forest Service will host a program on estate planning from 5:30 to 7:30 pm Tuesday at the Farmington Town Office. Featured speaker will be …

Five documents of estate planning detailed – Agri-View

Five documents of estate planning detailedAgri-ViewFive documents will accomplish most of the goals of estate planning. They're durable power of attorney for financial matters, power of attorney for health care, marital property agreement (for married Wisconsin residents), a will and a revocable trust, …

Diagnosis of dementia calls for financial plan – Arizona Republic

Diagnosis of dementia calls for financial planArizona Republicby Russ Wiles – Apr. 6, 2012 02:09 PM A lot of people tend to put off big financial and estate-planning decisions — roughly half of Americans don't have a will, for example. But when a diagnosis for dementia enters the picture, it tends to add urgency … and more »

Business Value Critical to Proper Estate Planning – NuWire Investor

Business Value Critical to Proper Estate PlanningNuWire InvestorUnfortunately, it's very common for people to die intestate (without a will), which is a testament to people's general unwillingness to plan for the future, so it shouldn't be surprising that people also fail at proper estate planning when it comes to …

Estate planning topic of Parkland Library talk – Allentown Morning Call

Estate planning topic of Parkland Library talkAllentown Morning CallParkland Community will host a personal finance workshop on Preparing Your Estate Plan at 7 pm Wednesday, April 11. Learn about personal finance in this workshop series by financial planner Jeff Shuey. An estate attorney will be present for this module … and more »

Courses offered on estate planning – NorthJersey.com (press release)

Courses offered on estate planningNorthJersey.com (press release)Emerson – The Emerson Community School is offering two one-night courses to area residents on the topic of estate planning. The instructor, Gregory Hart, Esq., will describe and illustrate the benefits of certain estate planning devices. and more »