Estate Planning

Estate planning crucial step to protect business – Cleveland Jewish News

Cleveland Jewish News Estate planning crucial step to protect businessCleveland Jewish NewsKass added that “it’s important that the business owner has the right team in place and it’s important that the business owner understands the difference between a will and a revocable trust, and the role each plays in their overall estate plan. They …

Do I Need An Estate Plan? – The National Law Review

Do I Need An Estate Plan?The National Law ReviewEstate planning generally involves putting a plan in place that is triggered when you die or if you become incapacitated due to accident, illness, or otherwise. The law does not require that you make an estate plan. The majority of people never do …

On Life and Love after 50: The Importance of Estate Planning for Seniors – Dana Point Times

On Life and Love after 50: The Importance of Estate Planning for SeniorsDana Point TimesTheir stories are quite similar. Both couples married and both husbands died within months of marrying. But the stories differ in one significant way: estate planning. The purpose of today’s column is to remind seniors to ensure their estate plans are …

Wintrust Business Lunch 5/17/17: Estate Planning, O’Hare Airport … – WGN Radio

WGN Radio Wintrust Business Lunch 5/17/17: Estate Planning, O’Hare Airport …WGN RadioLately the market has seemed impervious to the world wide news. However it looks as though the market is beginning to correct itself as Steve and Terry Savage … and more »

Free workshop set Tuesday on estate planning – Ventura County Star

Ventura County Star Free workshop set Tuesday on estate planningVentura County StarVentura County Community Development Corp. will host a free educational workshop open to anyone interested in learning more about estate planning. The workshop is part of VCCDC’s “From House to Home” homeowner workshops, which are designed to …

Financial Health with Laurie Siebert: Using trusts in estate planning – Allentown Morning Call

Financial Health with Laurie Siebert: Using trusts in estate planningAllentown Morning CallOr, they may have been invited to a paid dinner where an out-of-town attorney sells them a whole package of estate planning documents. While I strongly encourage everyone to do proper estate planning, it may or may not include setting up a trust.

The Essential Tools for Estate Planning – Gwinnett Citizen

Gwinnett Citizen The Essential Tools for Estate PlanningGwinnett CitizenNot having a will is shorthand for not having any estate planning in place. Lack of estate planning means that control of your medical decisions, your long term care, your finances and who gets your assets when you die will depend on state law and …

Five Smart Ways to Market Your Estate Planning Services – WealthManagement.com

WealthManagement.com Five Smart Ways to Market Your Estate Planning ServicesWealthManagement.comEstate-planning services are essential, but the field can be crowded. Effectively marketing your services can separate your offering from other estate-planning attorneys and make the difference in growing your practice and revenue. Unfortunately, many …

NET GIFTS: WHEN ESTATE PLANNING GOES WRONG – Bloomberg BNA

NET GIFTS: WHEN ESTATE PLANNING GOES WRONGBloomberg BNAEven when individuals diligently engage an estate planning attorney and effect appropriate estate planning techniques, ever-fluctuating family relationships or unexpected illness or death may disrupt such estate plan and, thus, cause undesirable …

Bonnie Kraham: Guiding principles of an elder-law estate plan – Times Herald-Record

Bonnie Kraham: Guiding principles of an elder-law estate planTimes Herald-RecordThere are many goals to consider in elder-law estate planning. They include transferring assets to beneficiaries on death with the least amount of costs, taxes and legal fees, while avoiding family conflicts and possible legal battles. Another possible …