Estate Planning

Welcome to the 'Estate Planning' tag page at Technorati. This page features content from the farthest reaches of the Blogosphere that authors have "tagged" with 'Estate Planning'.

Latest blogosphere posts tagged “Estate Planning”

• How to Know when to Refinance Your Mortgage - Financial Web

  
  Mortgage online — Authority: 161
  When you are considering a mortgage refinance, there are many options to consider. You are looking for the best rate and you want to save money. However, if you refinance at the wrong time, it could end up costing you more money in the ...
  16 hours ago

• Golombeks top ten year-end tax-planning tips

  
  The Wealthy Boomer — Authority: 566
  While taxes for the year 2009 arent due to the end of April 2010, onlyone full month remains to take certain actions that will minimize thosetax liabilities. CIBCs tax and estate planning guru Jamie Golombek hasissued a report summarizing his top ten year-end tax planning tips. "Itsimportant to review your overall ...
  1 day ago

• Farrah Fawcetts Revocable Living Trust Published

  
  Florida Estate Planning Lawyer Blog — Authority: 121
  One of the benefits of using a Florida Revocable Trust is that the contents of the trust can remain private. Remember that if you or your heirs provide copies to others you may loose this advantage. This is exactly what happened with Farrah Fawcetts Revocable Trust. RadarOnline.com obtained a copy of Farrah ...
  4 days ago

• Bank of America Liable for Failure to Honor Power of Attorney

  
  North Carolina Estate Planning Blog — Authority: 421
  In a recent Florida case, Bank of America was held liable for refusing to honor a power of attorney: Copyright 2009 Stuart News Company All Rights Reserved The Stuart News/Port St. Lucie News (Stuart, Florida) November 15, 2009 Sunday Martin County Edition SECTION: LOCAL; Pg. B5 LENGTH: 496 words HEADLINE: ...
  4 days ago

• Deloughery & Ruotolo Upgrade Website

  
  Alex Morris - Arizona Attorney Marketing Consultant in Phoenix and Scottsdale — Authority: 125
  Upgraded Scottsdale Estate Planning Website One of the most visible websites in Arizona for estate planning & probate just got a facelift. The content rich website, www.delougherylaw.com , is very clean looking and easy to navigate. Did You Know??? "Attorney at Law" Magazine recently featured an article ...
  4 days ago

• How An Irrevocable Life Insurance Trust Saves Your Beneficiaries From Trouble

  
  World News — Authority: 463
  After an exhausting day at work all you desire is a moment of silence, instead, all you do is just retreat in your own home and start thinking about your family, your childrens hopes and needs, when, you might think of establishing an irrevocable life insurance trust.
  6 days ago

• Attorneys For Or Against The Grantor Trust.

  
  All Bad Credit — Authority: 137
  As a definition, a grantor trust is a process that takes place when one decides to organize his/her welfare. The grantor can coordinate his/her belongings during his life time. One of its advantages is that the grantor has the right to change or even cancel it if desired.
  1 week ago

• Is Your Will a "Turkey"? 6 Ways to Tell

  
  North Carolina Estate Planning Blog — Authority: 421
  Thanksgiving is less than a week away, but many people currently have turkeys of a different kind - poorly drafted Wills. If your Will is missing one or more of these features, its time for an update: Waiver of bond for the executor At least one successor executor (in case the first named executor cant serve) ...
  1 week ago

• Find Out All About The Spouse Trust

  
  Becoming Who You Want To Be — Authority: 150
  If youd like to set up a spouse trust, you should first know its meaning. The specialists consider it to be a privilege given to one of the spouses for him/her to protect the familys estate. The chosen spouse is the only person able to take benefit of the estate. His part of trust stays revocable as the other spouses ...
  1 week ago

• Why To Create A Beneficiary Trust.

  
  Web Design TB — Authority: 157
  By definition, a beneficiary is a person who is entitled to take benefit of a trust. A beneficiary trust is the process to be taken by the owner of a trust in order to protect his/hers welfare. The beneficiary trust it’s irrevocable since the grantor gives up control to his/hers estate, therefore the beneficiary ...
  1 week ago

• Laws Regarding The Spouse Trust.

  
  blabstr.com — Authority: 164
  As a definition, the spouse trust means when somebody establishes a trust that gives the other spouse the opportunity to protect the familys welfare and also to defer some taxes. Through this process, the living spouse can be the only person who can use the estate during his lifetime. The spouse trust is divided into ...
  1 week ago

• A Few Tips On Why You Should Become A Money Manager

  
  Market Challenges — Authority: 141
  A Few Reasons Why You Should Become A Money Manager
  1 week ago

• 4 Unexpected Lifestyle Factors that Affect Home Insurance …

  
  Compare Home Insurance Rates — Authority: 154
  Home insurance is not determined solely based on the value of your residence. There is a complicated formula to determine how much you should pay, including where you live, when your home was built, the type of home you live in and … More here: 4 Unexpected Lifestyle Factors that Affect Home Insurance …
  1 week ago

• Year End Gift Checks - make sure you do it right

  
  North Carolina Estate Planning Blog — Authority: 421
  Many people are aware that they can give any number of other people up to $13,000 per year under the federal gift tax annual exclusion (IRC Section 2503(b)).  Staying under this number means that no gift tax return has to be filed and that there will be no reduction in the amount that can be passed free of estate ...
  1 week ago

• Where there’s a Will, there’s a way

  
  Denver Mile High Mamas — Authority: 499
  Recently I was approached by several of my friends who asked, “Do I really need a Will?” They, like many other young parents, believed they didn’t need one because they did not have enough ...
  1 week ago

• The IRS Loves Retirement Accounts

  
  North Carolina Estate Planning Blog — Authority: 421
  Planning for tax-qualified plans, which includes IRAs, 401(k)s and qualified retirement plans, requires a careful examination of the potential taxes that impact these assets. Unlike most other assets that receive a “basis step up” to current fair market value upon the owner’s death, IRAs, 401(k)s and other ...
  1 week ago

• Having Enough Money for Retirement

  
  Financial Awakenings — Authority: 121
  Are you worried about having enough for retirement? You aren’t alone; the rich are worried, too. A recent survey shows that half of wealthy Americans consider their retirement planning an area of “high concern.”  An article by Tierney Plumb, published October 27 in the online edition of The Business Journal of ...
  1 week ago

• Probate Tip – Multiple Wills

  
  Canadian Tax Resource — Authority: 464
  P robate is a legal process where the executor is confirmed, and the Will is validated by the courts. The court imposes a fee (or tax) for performing this function and the fee is a percentage of the estate’s value. Probate fees vary from province to province and there are a number of tools at your disposal that can ...
  1 week ago

• Be Like Buffett and Pick Your Replacement

  
  TheStreet.com — Authority: 572
  Most companies have no succession plan, an oversight that could devastate a business.
  1 week ago

• How much income will you need in retirement?

  
  It's Only Money — Authority: 126
  ITS ONLY MONEY BLOG: Planners say youll need 65 to 90 percent of your average pre-retirement income. A new study suggests that nearly half of us dont need that much.
  1 week ago

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