Money changes everything Aug 10, 2008
In fact, money can make things worse, said Robert Wright, an estate planning attorney in Fresno who has counseled a lottery winner in the past. Without prudent and careful planning, "much smaller amounts of money than this [the $26 million SuperLotto win] have caused fractured families," he said. (Fresno Bee)
Your Money: Situation requires adding ‘testamentary trust' to will (5) Aug 10, 2008
Dear Ex: This is not a unique problem to farmers and ranchers doing their estate planning. When I started in the estate business, the divorce rate was at about 25 percent, but has since risen to over 53 percent. (Sioux Falls Tri-State Neighbor, SD)
VISTA volunteer digs into community service Aug 10, 2008
She knew many of her customers and ended up handling their estate planning, investments, paying their bills and becoming their confidante. "Often, it sounded like a ministry. Eventually, the real question for me is, 'Am I doing everything I can do?' ". (Sioux City Journal, IO)
Estate taxes pose little threat to Steeler ownership Aug 10, 2008
It isn't known whether Rooney family members have set up any of the tax-limitation mechanisms, but Mr. Chane said the discounts and other financial shelters available under the tax code usually mean that "if there is a proper level of sophistication in the estate planning, a family wouldn't be in the position of having to sell its business because of the estate tax. With proper planning, the inheritance tax isn't a fatal blow.". One additional risk that a highly valued family-owned sports... (Pittsburgh Post-Gazette, PA)
Investor's learning curve requires adviser Aug 10, 2008
That way, people can get to that step where they can do it for themselves, they can save a lot in fees, and then come back periodically for specialized advice on estate planning, tax planning or whatever. That does sound like an idyllic way of doing business. (Globe and Mail -- Business)
Using different accounts can increase deposit insurance Aug 10, 2008
For families, revocable trusts can provide substantially more FDIC insurance, said Jacquie Parks, an estate planning lawyer at Best Best & Krieger in San Diego. For example, if a husband and wife with three children set up a revocable trust, they can get $600,000 in FDIC insurance. (San Diego Union-Tribune -- Business)
Cantrell appointed to Home Corp. Aug 9, 2008
He s past president of the Estate Planning Council of Mississippi. A native of Tremont in Itawamba County, Cantrell has lived in Columbus for three years. (Columbus Commercial Dispatch, MS)
Council on Aging from August 7 edition Aug 9, 2008
He is at the Council on Aging on the 2nd & 4th Friday each month from 9-10:30 A.M. to answer questions and discuss confidentially and without a fee, your financial and estate planning needs. Call 781-316-3400 to set up an appointment. (Arlington Advocate, MA)
Banks borrow less from Fed's emergency program; Wall Street firms forgo loans... Aug 8, 2008
Based in San Francisco, Mayo & Rogers has been providing legal expertise in Probate, Real Estate, Estate Planning and Business for over 25 years throughout California. Free consultation. (The Drudge Report)
Police Investigating 24 People In Lacey Rape Aug 8, 2008
Current Conditions 55. E-Mail News Alerts Get breaking news and daily headlines. (KIRO TV, WA)
Youngers help elders through mediation Aug 8, 2008
There s a need in families where the parents are getting older, the middle-aged children are faced with making decisions about their care and they re feeling the financial pressures of estate planning, Joe Younger says. They have to talk to each other. (Danvers Herald, MA)
Clevelands Kahn Kleinman to merge with Taft Stettinius Aug 8, 2008
Kahn Kleinman, founded in 1962, specializes in business services, real estate, labor and employment, tax and estate planning and technology, among others. Reader Comments. (Cincinnati Business Courier, OH)
Dealing with a sea change Aug 7, 2008
A woman who has been living with her same-sex or heterosexual partner is entitled to use certain legislative provisions in tax planning and estate planning and may, in certain circumstances, be entitled to the same financial benefits as a married person ... Your financial planner will also play a role here in terms of advising how the will should form part of the overall estate planning processes taking in account aspects such as liquidity in your estate, effective tax planning and ensuring a... (iAfrica.com)
Around the Valley Aug 6, 2008
Estate planning workshopLaw Office of Howk ng will hold a free Estate Planning/Medi-Cal long-term care workshop 6-8 p.m. Aug. 13. Call for reservations and directions. (Fresno Bee -- Local)
Eggs For Breakfast May Aid Weight Loss Aug 6, 2008
Estate planning is a chore that can seem overwhelming. These essential tips and guidelines will help you get up and running quickly. (Click2Houston, TX)
Hoge Fenton hires three lawyers in San Jose Aug 4, 2008
Dickman will work in the firm's business and tax group, Drope in estate planning and wealth management, and Fox in litigation. Fox worked previously at in San Francisco, a small malpractice firm. (San Francisco Business Journal)
Saturday's Highway 11 Accidents Aug 4, 2008
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Investors sweating nest eggs Aug 3, 2008
We're seeing more and more retirees coming in for estate planning because of the markets, Seidenschwarz said. We're in a bubble and it will take several years to get out of it. (Missoulian, MT)
On2 Technologies Appoints Marcum & Kliegman as New Audit Firm Aug 1, 2008
Matt Frost, Chief Operating Officer and interim Chief Executive Officer stated, "On2 Technologies is pleased to be working with Marcum man. We believe they have the global resources, expertise and services we need to support On2 as we expand our product offerings and customer base." About Marcum man LLP In addition to its core accounting, audit and tax services, Marcum man offers a multitude of comprehensive services including SEC compliance, information technology solutions, trust and estate... (PR Newswire)
Northern Oil: A Question of Value Aug 1, 2008
Reger contends that sales are permitted "under certain limited circumstances" and that he and Gilbertson have sold a "de minimis amount" for estate planning. He didn't elaborate on the "circumstances.". (SmartMoney)
Ask Matt Krantz: Stocks Aug 1, 2008
Estate planning, though, is a complex area of the tax code and you should study up or consult a professional before proceeding. Finally, many investors who inherit stock wonder about the tax hit. (USA Today -- Money)
Village of Portola Springs Earns 'Best Master Planned Community' Award Jul 29, 2008
About The Irvine Company The Irvine Company is a privately held, 140-year-old real estate planning, development and investment company best known for the Villages of Irvine(TM), the balanced, sustainable communities it has planned and created in Orange County, Calif. SOURCE Villages of Irvine. (PR Newswire)
Top party schools Jul 29, 2008
Gary, thanks for the snide insults - but I'm actually taking some time off for vacation this week - thus the opportunity to do some mindless things like type on this blog and do some estate planning. Setting up a revocable trust is a pain in the you know what. (Atlanta Journal-Constitution)
BULLETIN BOARD Jul 28, 2008
Estate Planning to Protect Your Home. 6:30 p.m., Bay Club, 150 Greenwich St., San Francisco, $20, includes materials, reservation recommended, (415) 925-3258. (San Francisco Chronicle)
Couple can beef up retirement savings Jul 28, 2008
The San Diego firm provides comprehensive wealth management services, including financial and retirement planning, asset management and estate planning to business owners and high net worth individuals ... He is the author of a book on investing, a member of the Financial Planning Association of San Diego and a member of the North County Estate Planning Group ... Meet with an estate planning attorney to review and update wills, set up a revocable family trust and adequate powers of attorney for... (San Diego Union-Tribune)
Junk Science: Is T. Boone 'Swiftboating' America? Jul 26, 2008
Contrary to Pickens' demagoguery, "wealth transfer" is a term generally used in the context of estate planning, where money is simply "gifted" to heirs. Our purchases of foreign oil, in contrast, are more reasonably known as "trade" and trade is good. (Fox News)
Arlington Council on Aging, July 24, 2008 Jul 26, 2008
He is at the Council on Aging on the second and fourth Friday of each month from 9 to 10:30 a.m. to answer questions and discuss confidentially and without a fee, your financial and estate planning needs. Call 781-316-3400 to set up an appointment. (Arlington Advocate, MA)
CoBiz Financial Reports Second Quarter 2008 Results Jul 25, 2008
" Loans Loans [for Colorado Business Bank and Arizona Business Bank (collectively, the Bank)] ended the period just under $2.0 billion, an increase of $281.4 million, or 16.8%, over the same period in 2007. After a seasonally low first quarter for loan production, the Bank had a strong second quarter with net growth of $85.9 million, or an annualized rate of 18.4%. Over half of the growth came from Commercial and Industrial (Cns in Colorado. Overall, Colorado drove our second quarter loan... (PR Newswire)
Rands and sense Jul 25, 2008
Do proper estate planning ... Proper estate planning ensures that your assets are structured in the most effective way. (iAfrica.com)
How To Get Cool Stuff For Free Jul 24, 2008
Founded by Gerry Goldsholle, a lawyer and former MetLife (nyse: - - ) executive, the site features advice from hundreds of lawyers on more than 130 legal topics, including insurance, real estate and estate planning. While the service is free to visitors, lawyers pay between $1,000 and $10,000 to be listed in the online directory. (Forbes)
Fleming property OK'd for changes Jul 24, 2008
Walker said the subdividing is simply a step for "estate planning.". Walker said if the land is developed, the family has no plans to seek a rezoning from its current residential R-1A status. (AL.com)
Rooneys, Gumbergs, Scaifes spotlight pitfalls of family biz Jul 22, 2008
"A lot of it has to do with taxes and estate planning," said David Hunter, CEO of Downtown investment firm "You have family ownership that is not all equal, people who can afford taxes and people who can't, major shareholders who are aging and trying to distribute assets through the family business. It's tough stuff.". This article is for Paid Print Subscribers ONLY.. (Pittsburgh Business Times, PA)
Salisbury Public Library announces participation in ‘Salisbury Days’ Jul 21, 2008
Thrivent For Lutherans is a fraternal benefits society that offers financial services such as health and accident insurance, annuities, life insurance, mutual funds and estate planning. Information about membership can be found at 1-800-THRIVENT.. (Somerset Daily American, PA)
Bank failures raise questions about deposit insurance Jul 20, 2008
Similar coverage is available for payable-on-death accounts, another type of instrument that can be used to avoid probate in estate planning. These protections are a good reason to make sure your list of beneficiaries is up to date. (Arizona Republic)
Rio Ferdinand Attended Reception at Home of KC Grupp Owner Jul 19, 2008
Our areas of expertise include real estate, business, litigation, probate and estate planning. mayoandrogers. (Yahoo! Wire -- Entertainment News)
Ask The Legal Expert Jul 18, 2008
From Personal Injury to Criminal Law, Family Law, Estate Planning and Social Security, we have an expert attorney who can help you. Our main office is located in Oklahoma City on Lake Hefner, between the restaurants, Pearl's and Red Rock. (KFOR Oklahoma City, OK)
National Autism Conference in Flori... Jul 18, 2008
According to the official National Autism Conference website, From cutting-edge research of environmental toxins to dietary interventions, legal and legislative strategies to estate planning, the world s most renowned experts will gather to share their knowledge and expertise with parents and practitioners. Dr. Doreen Granpeesheh. (Suite101.com)
Obituaries for July 18 Jul 18, 2008
Mr. Reilly was vice president of the trust and estate planning department at Continental Bank (formerly Mid-Atlantic and currently PNC). He also served as chairman of the United Way Campaign, president of the employee's association known as "The Regiment,"editor of the Trust Minuteman; and past president of the Montgomery County Estate Planning Council. (The Delaware County Times, PA)
Vail Resorts Announces Increase to Share Repurchase Program Jul 17, 2008
Vail Resorts Development Company is the real estate planning, development and construction subsidiary of Vail Resorts, Inc. Vail Resorts is a publicly held company traded on the New York Stock Exchange (NYSE: MTN). The Vail Resorts company website is and consumer website is. (PR Newswire)
Pre-eminent Montreal law firm Braman Barbacki Moreau joins the national law firm of Miller Thomson Pouliot Jul 17, 2008
Established in 1973, Braman Barbacki Moreau is one of the best known "boutique" law firms in Montreal, specializing in the structuring of complex international real estate investments as well as in tax and estate planning and in commercial litigation. "The arrival of this group of six respected and highly dynamic lawyers deepens our practice in our core businesses" said Louis-Michel Tremblay, Managing Partner of Miller Thomson Pouliot in Montreal. (Canada Newswire)
Will, estate planning workshop set Jul 16, 2008
Mark your calendar and make plans to join all of Brewton and the surrounding areas for an Estate Planning Workshop, conducted by Rick Zapata, REA. ... Reverse Mortgages in Estate Planning. (Brewton Standard, AL)
SV Fund grants $53K to Valley nonprofits (609) Jul 16, 2008
The mission of the Sonoma Valley Fund is to create a permanent endowment through legacy gifts and provide resources for donors who wish to make charitable gifts, especially as part of their estate planning, to preserve and enhance the quality of life in Sonoma Valley. Donors may make gifts through a variety of programs to benefit specific causes of importance to them, or rely on the fund's board of directors who are long-term, active residents of Sonoma Valley. (Sonoma Index-Tribune, CA)
Down economy is good time to use marketing Jul 15, 2008
Naugle, who focuses on estate planning and probate law, uses this line to describe her work: "Death lawyer, working with people wanting to sleep better at night and eventually rest in peace. "I do get a lot of laughs with that," she said. It's a way to point out that the services she provides are a necessity, not a luxury. "People really do need to [make their wishes known. It's one less thing to worry about. (Jacksonville Business Journal, FL)
Frost plans to fold Seeberger Insurance into Dallas insurance operations Jul 14, 2008
Frost provides a full range of property and casualty, group employee benefits, estate planning and business succession and personal insurance services throughout Texas. Frost Bank is the banking operation of (NYSE: CFR) -- a $13. (San Antonio Business Journal, TX)
Library brings focus on words Jul 14, 2008
This year the nonprofit group is focusing its fundraising effort on gathering money to purchase large-print books, both fiction and non-fiction, audio books and books on subjects such as travel, crafting and estate planning all in order to make the small branch library more useful for its older patrons. Each year, the Friends of the Library tries to raise 10,000 to cover the equipment and facility needs of the library, said Jan Cutler, president of the group. (Santa Maria Times)
Harrison takes responsibility for clients' futures Jul 13, 2008
The group offers services, including investment strategy and management, banking and lending, tax management, estate planning and trust services. "It's about strategically planning for people, and then building something around it," Harrison said. (Denver Business Journal, CO)
The Rooneys: A fight for future generations Jul 13, 2008
In her view, as disruptive as change can be, it's also inevitable because of estate planning, inheritance taxes and the realities of passing the torch to a new generation. "Dan and his brothers are either in or near their 70s," she said. (Pittsburgh Post-Gazette, PA)
Estate tax takes toll on family businesses (Today) Jul 13, 2008
Cashing it out now will make estate planning easier. U.S. law makes it "very hard to keep family businesses for multiple generations," said local venture capitalist and millionaire Glen Meakem, who like many estate tax opponents refers to the levy as a "death tax.". (Pittsburgh Post-Gazette, PA -- Sports)
Scams target the most vulnerable Jul 13, 2008
Finally in November I called his attorney who had done their estate planning and Trust and we had a family meeting. Dad agreed to turn all finances over to me and making me Trustee of the trust instead of himself. (Taft Daily Midway Driller, CA)
Betting the farm Jul 8, 2008
TORENCE WHITE / SAN ANTONIO BUSINESS JOURNAL Peter Parenti, a principal with WealthCounsel LLC, has practiced estate planning law in San Antonio for more than 30 years ... "Because the data we are seeing suggests that only a fraction of the nation's farmers have a succession or estate plan in place, we believe the time to address these issues is now," says Stan Miller, a principal with WealthCounsel, a membership-based organization representing more than 1,000 estate planning firms throughout... (San Antonio Business Journal, TX)
Flat fees 'a growing issue' as more law firms look for alternatives to billable hours Jul 7, 2008
COURTESY PHOTO Veteran attorney Tim O Sullivan uses flat fee billing for his estate planning services ... Tim O'Sullivan has had more than 30 years to perfect his ability to gauge how much his estate planning services will cost. (Wichita Business Journal, KS)
Railsplitters Park to expand: Pekin Park Foundation seeks donations Jul 3, 2008
Since the foundation was formed, materials have been developed and sent to people that handle estate planning and wills for families to review when planning estates. Pekin Park Foundation Board President Dennis Green said foundation officials really appreciate the donations of people like the Kasleys. (Pekin Times, IL)
Financial fitness: Midyear is a good time to check finances Jul 3, 2008
2, 2008 05:17 PM The Arizona Republic. The start of a new year is a good time to adjust financial strategies and make money-oriented resolutions. (AZCentral -- Business)
CITIBANK ATM breach reveals PIN security problems... Jul 2, 2008
Based in San Francisco, Mayo & Rogers has been providing legal expertise in Probate, Real Estate, Business & Estate Planning for over 25 years throughout California. Free consultation. (The Drudge Report)
Eckerd Youth Alternatives names chief development officer Jul 2, 2008
Massey has more than 10 years of experience in major gift fundraising and planned giving, including significant estate planning experience, a release said. He has directed development and estate planning activities at two national universities and also is a licensed attorney specializing in estate, gift planning and charitable trusts ... He also was acting general counsel and director of estate planning for in North Carolina, participating in a capital campaign in excess of $50 million. (Tampa Bay Business Journal, FL)
Local briefs Jul 2, 2008
He is a personal life coach and worked for five years in financial and estate planning. Comments. (Fresno Bee -- Local)
Amendment can't overturn same-sex custody agreements, court says Jun 30, 2008
In Depth: Estate Planning ement Living. . (Columbus Business First, OH)
Giving when youre gone Jun 30, 2008
Nonprofit organizations are one of our customers too, and we work very hard to help support nonprofit organizations, Sanger added, pointing out, however, that some nonprofits do not have the long-term success that would be necessary for long-term planning for someone doing their estate planning. In 10-15 years, (the organization) may not be in that position, but the donor may want to be sure that their money is doing what it was supposed to do ; whatever the organization is that is doing that,... (Sierra Vista Herald, AZ)
Tackle the basics before the portfolio Jun 29, 2008
At the top of the to-do list is estate planning ... Still, he recommended that they see a lawyer rather than relying on Internet estate planning programs: The couple could take advantage of a Tufts benefit that provides legal services for a cost of about $9 a month. (Boston Globe)
Print Edition Jun 28, 2008
In Depth: Estate Planning ement Living. Estate Case Law. (Columbus Business First, OH)
Attention IRA Owners! Protection from Creditors Does ... Jun 28, 2008
Veteran estate planning attorney Seymour Goldberg of Garden City, NY, says state courts have repeatedly ruled that federal creditor protection of IRA assets only applies to the owner of the IRA not the beneficiary. Everyones very upset, says Goldberg, putting it mildly. (Fox News)
Mutual Funds &Personal Finance Jun 28, 2008
Their offerings include easier access to hedge funds and estate planning ... Estate planning, for example, can require numerous niche advisers if a client has assets in many states. (Investors Business Daily)
Harting, Simkins & Ryan LLP Announce Settlement for Client Jun 26, 2008
About Harting, Simkins LLP: Harting, Simkins LLP is a full service law firm that provides representation to injury victims, injured workers, estate planning services, business contracts and negotiations, and family law matters. Our law firm has a well-earned reputation for providing aggressive and high quality representation, and we know the law. (PR Newswire)
Questionnaire: State Representative District 3 candidate Bob Jenkins Jun 26, 2008
Clubs/organizations (including churches) and any organizational offices held: First Baptist Church, Dalton-deacon, RA director; Exchange Club of Dalton 1990-2000; Creative Arts Guild Festival 96 chairman; Dalton-Whitfield Chamber of Commerce; 1990-Present; diplomat 1996-97; Legislative Committee 2002-Present; Alumni Board of Directors - Georgia Southern University 1990-1996 and 1997-2000; Cherokee Estate Planning Council (2004-Present). Current / past political offices: none. (Catoosa County News, GA)
Ducking Uncle Sam Jun 26, 2008
Ask SmartMoney: Skipping Taxes, Reverse Mortgages, More (Ask SmartMoney: Personal Finance) at SmartMoney. There's the one you've prepared or there's the one the state has prepared if you haven't. (SmartMoney)
