estate planning

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Latest blogosphere posts tagged “estate planning”

 

• Foreign Accounts – In the News Again

  
  Profaci Law Notes — Authority: 107
  Heres an irony: Even as the U.S. government is cracking down on illegal foreign accounts, other new laws and proposals could present big incentives for the wealthy to move more money offshore. If you’ve been keeping up with the IRS news, then you may have been watching the developments on the treatment of offshore ...
  1 day ago

• ELDER LAW CONCERNS & CONSEQUENCES, Hanover, MA

  
  My Family Life Plan — Authority: 109
  On the topic of disclosures, a reader inquired about what to do about her family of eight siblings and one elderly father. Long ago the siblings got together and put two of the sisters in charge of their father, largely because his will and other directives advised as much. As a result, they were granted ...
  1 day ago

• Make It a Priority to Discuss Life Wishes and Finances with a Dallas Estate Planning Attorney to Protect Heirs

  
  Law Firm Newswire — Authority: 117
  Dallas, TX ( Law Firm Newswire ) January 27, 2012 - In the New Year, it is essential to get finances and life wishes in order. Without an estate plan, courts will make the final decision on a person’s wishes and assets. “Many people think that estate plans are only for the elderly or wealthy,” said Dallas ...
  1 day ago

• Hospice: Medicare and Medicaid Profit Center? South Shore, MA

  
  My Family Life Plan — Authority: 109
  This is a must read if you have an elderly loved one in your family that receives or may someday receive treatment at a nursing home or hospice care. Healthcare lawsuits involving the various ways that the elderly can be taken advantage of turn up in the news on a daily basis these days. Why? Well, partly for ...
  5 days ago

• Protecting Your Little Ones

  
  Idaho Estate Planning — Authority: 99
  The Wall Street Journal typically focuses their editorial slant on financial assets, but an article last week actually touches on a much more important aspect of estate planning: Who will take care of your child(ren) if you die? Its a tough question to face, but if ignored, it leaves the fate of an orphaned child ...
  5 days ago

• What Is Retirement, Anyway?

  
  Little Rock Estate Planning — Authority: 110
  A September broadcast on National Public Radio by Ted Robbins addresses changing approaches to retirement which may require new strategies.  Developer Del Webb pioneered the idea of the "Golden Years" back in the 1960s. It was a way for the builder to market his Arizona retirement communities. The phrase has ...
  5 days ago

• Giving Strategies That Can Give Back

  
  Naperville Accounting and Financial Services — Authority: 98
  A recent survey in 136 countries suggests that spending money to help others may be a universal source of personal happiness.1 Americans seem to take this to heart, giving more than $290 billion to charity in 2010, even with the slow economy.2 When making a substantial donation to a specific charity, you might ...
  5 days ago

• Horne to co-chair MSBA subcommittee

  
  Exhibit A Baltimore — Authority: 137
  Robert M. Horne, an associate of the Baltimore firm Adelberg, Rudow, Dorf & Hendler, has been selected to co-chair the Maryland State Bar Association’s Wills, Trusts & Estates Subcommittee to the Special Committee on Voir Dire.Horne focuses his practice on tax, estates and trusts, and business transactions. ...
  5 days ago

• Capital Gain Conundrum, Hanover, MA

  
  My Family Life Plan — Authority: 109
  Schedule D is so Last Year! You were used to reporting capital gains and losses on Schedule D . Now, in most cases, use new Form 8949 to report capital gain and loss transactions. A new tax season and a new tax reporting rule for capital gains. It’s not a big change but, as Robert Wood writing for Forbes ...
  1 week ago

• Capital Gain Conundrum

  
  Profaci Law Notes — Authority: 107
  Schedule D is so Last Year! You were used to reporting capital gains and losses on Schedule D . Now, in most cases, use new Form 8949 to report capital gain and loss transactions. A new tax season and a new tax reporting rule for capital gains. It’s not a big change but, as Robert Wood writing for Forbes ...
  1 week ago

• Selling Your Family Business with The Tax Wind At Your Back, Hanover, MA

  
  My Family Life Plan — Authority: 109
  Whether we’re coming out of the recession is still very much in debate. Nevertheless, at least for some small businesses, the balance sheets are starting to look a bit better. Having weathered the storm, some business owners are now ready to get out. According to a recent New York Times article, 2012 is going to ...
  1 week ago

• If I Die...

  
  Toronto Estate Law Blog — Authority: 109
  A friend recently drew my attention to a new Facebook app (ifidie) that allows you to leave a message that will only be published after you die. A video about the app can be viewed here , and the press kit on their website identifies that this could “even [be] a will”.    In brief, the app allows you ...
  1 week ago

• Hiring An Estate Planning Attorney New York

  
  Mortgages & Money Blog — Authority: 450
  When you wish to draw out a plan, hiring the finest estate planning attorney New York is something to consider. This will allow an individual to offer their belongings to the ones they wish to give them to. It will also eliminate arguments over belongings once the individual has passed away.
  1 week ago

• Charitable Giving – A Family Affair

  
  Wisconsin Estate Planning — Authority: 102
  We have continued and adjusted our family giving rituals over the years, and I have learned a lot about how to do it right. Financial skill is far from an inherited ability: it is learned. So, too, with charity. The drive to give (and the know-how to do so well) is often taught rather than genetic. A novel idea, ...
  1 week ago

• Controlling Secured Loans

  
  Mortgages & Money Blog — Authority: 450
  Secured loans come with a much lower rate of interest for the reason that loan provider can afford to sell off your asset in case you simply cant make the payouts needed.
  1 week ago

• Avoiding Vacation Home Vexations

  
  Washington Estate Planning — Authority: 107
  Is there a way to hand off a vacation home to the next generation so that everyone still wants to spend time together there? As we head into the dreary remainder of winter, a few lucky readers and their families might just have a vacation somewhere warm in the works. Even better still, some of them have a family ...
  1 week ago

• Your Portfolio And Your Estate Planning

  
  Daryl H. Carlson Attorney and Counselor at Law — Authority: 108
  Who will manage your portfolio when you’re dead? Probably not the person or company you want. Spouses and loved ones rarely follow the investment instructions left behind by the money person in the family.     Your portfolio can be thought of as a machine, with many moving parts all working and buzzing away on ...
  1 week ago

• Durable Power of Attorney – Estate Planning Term of the Week

  
  Family Matters Blog — Authority: 102
  Durable Power of Attorney – A document established by an individual (the principal) granting another person (the agent) the right and authority to handle the financial and other affairs of the principal. The Durable Power of Attorney does not terminate upon the incapacity of the person making the power of attorney. ...
  1 week ago

• Avoiding Vacation Home Vexations

  
  South Bay Elder Law — Authority: 108
  Is there a way to hand off a vacation home to the next generation so that everyone still wants to spend time together there? As we head into the dreary remainder of winter, a few lucky readers and their families might just have a vacation somewhere warm in the works. Even better still, some of them have a family ...
  1 week ago

• Avoiding Vacation Home Vexations

  
  Little Rock Estate Planning — Authority: 110
  As we head into the dreary remainder of winter, a few lucky readers and their families might just have a vacation somewhere warm in the works. Even better still, some of them have a family vacation home to visit.  On the other hand, perhaps you’re stuck in the snow and dreaming of the upcoming summer trip to your ...
  1 week ago

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