Estate Planning

EDA Enterprise Zone Commission to Host Estate Planning Conferences – VI Consortium (press release)

VI Consortium (press release) EDA Enterprise Zone Commission to Host Estate Planning ConferencesVI Consortium (press release)According to the release, the E.Z.C. offers these conferences to provide attendees with invaluable information about basic estate planning options and information on the probate process in the U.S. Virgin Islands. The attendees will also learn why …VIEDA Enterprise Zone Commission to Host Estate Planning…read more →

LANB Announces Estate Planning Conversation Series – Los Alamos Daily Post

LANB Announces Estate Planning Conversation SeriesLos Alamos Daily PostLos Alamos National Bank (LANB) announces an initiative to increase community access to financial planning with a series of conversations about estate planning. The first of the conversation series, “Vocabulary of Estate and Financial Planning” is …

Jewish Foundation of Manitoba aims for $150 million – Canadian Jewish News (blog)

Canadian Jewish News (blog) Jewish Foundation of Manitoba aims for $150 millionCanadian Jewish News (blog)The largest was $1.1 million from the estate of the late Irma Penn. In developing its new plan, the JFM board considered best practices in foundation governance, community demographics and trends in local Jewish philanthropy. “We identified two areas …

Estate planning: Why? – Herald Times Reporter

Herald Times Reporter Estate planning: Why?Herald Times ReporterAsk anyone why they do estate planning and you’re likely to get a variety of answers. But at its root, the answer to the question: “Why do estate planning?” was answered best by one of my partners who said, snickering: “If you love your family, do you …

Estate Planning for an Aging Population – WealthManagement.com

WealthManagement.com Estate Planning for an Aging PopulationWealthManagement.comIn the United States, we’re all living longer—at least, I plan to do so if at all possible. Today, men live an average of 76 years, while women typically live for 82 years. For comparison, life expectancy in 1950 was just 65 years. A longer average …

Help your loved ones: Get ahead on estate planning – Detroit Lakes Online

Help your loved ones: Get ahead on estate planningDetroit Lakes OnlineThis is estate planning — making a plan in advance and naming whom you want to receive the things you own after you die. Many Americans are not aware that the lack of proper planning often results in chaos for those left behind – especially if a …

James Contini column: The use of STABLE accounts for the estate planning for disabled individuals – New Philadelphia Times Reporter

New Philadelphia Times Reporter James Contini column: The use of STABLE accounts for the estate planning for disabled individualsNew Philadelphia Times ReporterAs a result of the Achieving a Better Life Experience (ABLE) Act of 2014, individuals will soon be able to establish STABLE accounts when doing estate planning for disabled family members. This new federal law allows families to assist…read more →

Understanding the basics of estate planning – Yahoo Finance

Yahoo Finance Understanding the basics of estate planningYahoo FinanceDo you have an estate plan? Don’t make the mistake of overlooking your assets because you think you don’t have any. In fact, a basic estate plan is an important financial document for everyone to have, and here’s why. With few exceptions, everyone has …

Estate Planning: Caveat Venditor vs. Caveat Emptor – Thorsen Case Highlights How Attorney and Client Must Beware – The National Law Review

Estate Planning: Caveat Venditor vs. Caveat Emptor – Thorsen Case Highlights How Attorney and Client Must BewareThe National Law ReviewSo, what does this mean for individuals looking to have estate planning documents prepared? First, you should make sure you have read and understand your documents. Otherwise, there is a chance that the estate planning documents do not capture your …

Minimize the Pain of Estate Planning in Five Steps – Lexology (registration)

Minimize the Pain of Estate Planning in Five StepsLexology (registration)Estate plans are essential to minimizing conflict, protecting families, and providing financial security during incapacity or after death. While many find estate planning an unpleasant topic, taking the following steps can help minimize the pain of the … and more »