Estate Planning

Workshops to focus on estate, financial planning – Columbus Dispatch

Workshops to focus on estate, financial planningColumbus DispatchThe first workshop will cover estate planning, and the second will provide advice on developing a financial plan. To register, call 614-487-6650, Ext. 1700, or send an email to registration@cuofohio.org. In August 1974, The Dispatch announced the …

Estate planning for pets – Hometownlife.com

Estate planning for petsHometownlife.comAttorneys Elizabeth Carrie and Robert Kass are co-authors of a book on estate planning for pet owners called Who Will Care When You're Not There? The two will speak on the topic May 9 at the Bloomfield Township Public Library: Q: In planning for your …

Estate planning you can count on – GoErie.com

Estate planning you can count onGoErie.comBy DANIEL SLOPPY Many people mistakenly believe that estate planning is something only "millionaires" or the "1 percent" need to worry about. Think again! Estate planning is for everyone, regardless of age, marital status, or net worth.

Traditional Financial and Estate Plans Won’t Work Without Third Crucial Element – MarketWatch (press release)

Traditional Financial and Estate Plans Won't Work Without Third Crucial ElementMarketWatch (press release)The purpose of these informative events is to educate, inform and raise the awareness of heritage planning. In addition, the workshops will explain how heritage planning fits with traditional financial and estate planning, and demonstrate why heritage … and more »

Inherited IRAs: a Sweet Deal – Wall Street Journal

Inherited IRAs: a Sweet DealWall Street JournalYet many unwitting families cash out the account, losing the possibility of a life-expectancy payout, says Natalie Choate, an estate-planning lawyer at Nutter McClennan & Fish LLP in Boston. That is a problem, she says, because there is no way to get …

What Are Gift Taxes? – San Francisco Chronicle

Go Banking Rates What Are Gift Taxes?San Francisco ChronicleEstate planning is the process of transferring wealth to subsequent generations. Techniques involve planning for transfers at death and during life. One such mechanism is the gift, or right to transfer assets to another person while the donor is still …Estate Planning In 2012JD Supra (press release)Tax Deadline Countdown: How to Minimize…read more →

Estate Planning For Couples: Should It Be A Solo Or A Duet? – Forbes

Forbes Estate Planning For Couples: Should It Be A Solo Or A Duet?ForbesThis is a guest post by L. Paul Hood, Jr., an estate planning attorney and Emily Bouchard, a wealth dynamics coach, co-authors of the book, Estate Planning for the Blended Family. How married couples and domestic partners structure their estate plans …

Disbarment Urged for Estate Planning Lawyer Who Married Elderly Client and … – ABA Journal

Disbarment Urged for Estate Planning Lawyer Who Married Elderly Client and …ABA JournalBy Martha Neil Linda Nell Lowney was 54 in 2005 when she became romantically involved with an estate planning client, at least several years after she had begun representing him. She married Thor Tollefsen, who was thirty years older, suffering from …

Gallop Attorney Eric Peterson Clears the Air about Crucial Estate Planning Tax … – STLtoday.com

Gallop Attorney Eric Peterson Clears the Air about Crucial Estate Planning Tax …STLtoday.comEric C. Peterson, a partner in Gallop's Business Law Department, discussed crucial estate planning and related tax and regulatory matters for consumers and investors in an exclusive interview on KMOV-Channel 4 in St. Louis that aired Saturday, April 7, … and more »

Dayton Attorneys Offer Free White Papers on Ohio Estate Planning and Ohio Divorce – Virtual-Strategy Magazine

Dayton Attorneys Offer Free White Papers on Ohio Estate Planning and Ohio DivorceVirtual-Strategy MagazineDayton Attorneys at Holzfaster, Cecil, McKnight & Mues Offer Free White Papers on Ohio Divorce and Ohio Estate Planning! The Dayton attorneys at Holzfaster, Cecil, McKnight & Mues are excited to announce the recent launch of their completely redesigned … and more »