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Estate Planning National Newsroom
The following is the latest national news related to estate planning issues. For local, regional news, please visit our state resources.
Wisconsin Allows Same-Sex Couples to Proceed with Estate Plans
August 28, 2009
On August 3, the state of Wisconsin said that it would allow same-sex couples to apply for domestic partnership declarations. This means that gay or lesbian couples would be allowed...
Estate Planning for Farm, Ranch, or Vineyard Owners
August 21, 2009
Estate planning can be an extremely difficult, complicated process, especially when the individual or family drafting an estate plan has a family farm, ranch, or vineyard. According to experts...
Legal Firms Offer Estate Planning Seminars for Young Clients
August 14, 2009
Many individuals are fortunate to come into their inheritances, trust funds, or personal wealth at a very early age, which would require an estate plan. A will ensures that an individual’s assets...
Ex-Pats Must Make Estate Plans, Too
August 7, 2009
Many American couples and individuals move out of the country when they retire. Some purchase farmland in Tuscany. Others may purchase a small home in the Bahamas. Whatever...
Estate Planning Especially Tricky for Blended Families
July 31, 2009
Those individuals who divorce and remarry create what is often referred to as a blended family. Stepchildren can often cause complications when trying to make an estate plan, which...
Arizona Creates New Laws Regarding Living Wills
July 24, 2009
After a lengthy legal battle and a near-death experience for Jesse Ramirez, Arizona has added a new facet to its laws surrounding living wills. After an intense argument, Ramirez...
Creating an Online Estate Plan
July 17, 2009
With the popularity of online banking and social networking sites growing exponentially, many wonder what happens to an individual’s “online assets”...
Magazine Offers Tips Learned from Jackson Death
July 14, 2009
Kiplinger magazine, the well-respected financial periodical recently published an...
Lawyers Recommend that Clients Familiarize Themselves with Estate Plans
June 23, 2009
The terminology surrounding the creation of an estate plan can often confuse many. The difference between a living will...
Estate Planning Can Help Individuals Leave Donations
June 16, 2009
A woman in Wichita recently left a large monetary gift to single mothers in the city. The amount...
Individuals Should Create Wills Even in Bear Markets
June 8, 2009
Financial experts and lawyers who specialize in estate planning warn that their clients...
Company Provides Way to Access Online Information of Deceased
May 29, 2009
Because so much personal information is now being stored in cyberspace, people and businesses have to rethink the way that they view their loved ones’ belongings after they pass away. Many people now have...
Organ Shortages Prompt Questions About Donation
May 22, 2009
Because many of the United States’ organ donation banks are running on empty these days, more and more people are dying as they anticipate the end to waiting lists. For this reason, and because as people age, they want to know...
Individuals Encouraged to Review Estate Plans after Moving
May 15, 2009
Many lawyers who specialize in estate planning recommend that after a move from one state to another, an individual or couple look over an estate plan. This is to ensure that state laws do not change...
Congress Reconsiders Estate Taxes
April 24, 2009
United States Congress is currently working on a bill to change the estate tax, which will eliminate any incentive for families and beneficiaries to keep their benefactors on respirators and life support for an additional year...
Ex-Pats Should Be Aware of Inheritance Laws in Foreign Countries
April 17, 2009
Many Americans think that it is exotic and exciting to buy property and other assets in faraway countries and continents and, indeed, it is. However, it is important to understand that not every country has the same laws regarding estate...
Colorado Eases Estate Planning Laws for Gay and Unwed Couples
April 13, 2009As more and more states loosen their laws regarding gay rights and the right to a same-sex marriage, many are also coming to question other laws that benefit heterosexual married couples...
What is Estate Planning?
Estate planning is a process. It involves people - your family, other individuals and in many cases charitable organizations of your choice. It also involves your assets and all the various forms of ownership and title that those assets may take.
Estate Planning During the Weak Economy
Staff Writer, Jan 20, 2009 If you are worried about how much Uncle Sam will take away from your estate in this spiraling economy, remember, there are still ways to get around
Family Feud Wages for CBGB
Staff Writer, Dec 21, 2008 CBGB artifacts surfacing at the Rock and Roll Hall of Fame causing a family
Recent Actions regarding Government Sponsored Entities, Investment Banks and other Financial Institutions
ustreas.gov, Sep 22, 2008 Chairman Dodd, Senator Shelby, members of the committee, thank you for the opportunity to appear before you today. I appreciate that this is a difficult period for the
Governor Appoints Split Estates Task Force
Gov. Dave Freudenthal today announced his five appointments to the newly created Split Estate Task Force.
Colorado Estate Planning News: Establishing A Trust Fund
People often associate trust funds only with the wealthy. But a trust fund ("trust") actually can be an effective financial tool for many people in many circumstances.
Colorado Estate Planning News: Making a Will
The simplest way to ensure that your funds, property and personal effects will be distributed after your death according to your wishes is to prepare a will. A will is a legal document designating the transfer of your property and assets after you die.
What Is a Living Will
IN Gov Site, Jan 21, 2005 Explanation of a livingSimple IRA Are Fully Taxable As Ordinary Income
ga.gov, Jan 21, 2005 A rollover distribution from a Simple IRA does not satisfy the two yearDurable power of attorney : Texas Criteria
TX Gov Article, Jan 05, 2005 In Depth Explanation Of a Durable Power ofDying Without a Will: Your Inheritance Rights
Federal Gov Article, Jan 08, 2005 The Negative Impact Of Dying Without aCommon Medicaid misconceptions
MI Gov Site, Jan 11, 2005 Various Misconceptions of Medicaid and ProbateLast Will And Testament Options
IL Gov Site, Jan 11, 2005 Last Will And TestamentLawyers are Becoming Much More Important: Wills and Estate Planning
FL Gov Article, Jan 17, 2005 Estate Planning use to be not much more than deciding to write a Last Will and Testament, and hiring a lawyer to follow through with thisTypes of Powers of Attorney
GA Gov Site, Nov 19, 2004 Explanation of Various Types of Powers ofSpecial Needs Trust: Giving Your Loved Ones a Boost
MA Gov Information, Dec 04, 2004 Guide To Properly Leaving Your Loved Ones WithoutSpecial Needs Trusts
OH Gov Site, Dec 05, 2004 AHow are Funds Disbursed from the Probate Attorney ?
OH Gov Site, Dec 19, 2004 Explanation of How a Probate Attorney Can DisburseInheritance Tax "The Death Tax" Is Far From Dead
Federal Gov Article, Jan 02, 2005 Inheritance Taxes And How They Can AffectIs An Attorney Needed When Attempting To Attain My Inheritance
KY Gov Site, Jan 04, 2005 Ways in Which a Lawyer Can HelpYou With YourAsset Protection: Not Losing Your Shirt in a Claim
Federal Gov Article, Jan 04, 2005 Asset protection has two main aims, the preservation of assets and the minimization of potentialRevocable Trust Accounts
fdic.gov, Nov 19, 2004 A revocable trust account is a deposit account that evidences an intention that the funds will belong to one or moreYour Rights, Power Of Attorney: Someone To Act On Your Behalf
DHSS MO Gov Information Guide, Apr 11, 2003 Literature To Aid Seniors in Attaining a Power OfFormer Ohio Probate Lawyer Expands Her Career
OH Gov Press Release, Jan 01, 2004 Ann Womer Benjamin Former Ohio Probate Lawyer, Now Ohio InsuranceStrategic 401(K) Planning
Federal Gov Article, Oct 24, 2004 Layout of Ideal 401(K)Probate FAQ's
courts.michigan.gov, Nov 19, 2004 Although from a Michigan source this info. can be useful to those with questions on probateCommonly Asked Questions Concerning Probate
inetdoc.loudoun.gov, Nov 19, 2004 Although this information is from Virginia, it can be useful to anyone with probateTransfer of Estate Planning Documents
The State Bar now offers a Transfer of Estate Documents (TED) service to members. This service began in 1994, as a result of legislation, AB 209 (Horcher).
Ways In Which A Lawyer Can Help
Some small business owners think that by doing without legal help they will save money. In reality, they may pay much more in the long run.
How Does the Way in Which I Hold Title Make a Difference
The nature of your assets and how you hold title to those assets is a critical factor in the estate planning process.
When may I withdraw my contributions from a 401(k) plan?
Funds usually may be withdrawn without penalty for the following events: Termination of employment Death Disability Plan termination In addition, elective contributions may be withdrawn when the employee has an immediate and heavy financial need and there is a necessity to satisfy such need.
Estate Planning Basics:Powers of Attorney - Part One
As noted in the Fall 1999 issue of Aging News, estate planning entails more than providing for the disposition of your assets upon your death and more than minimizing the amount of tax levied upon your estate.
Example of a Living Will
A person may write and use a living will without writing a health care power of attorney or may attach a living will to the person's health care power of attorney.
Living Trust Offers: How to Make Sure They're Trust-worthy
It's only natural that you want some control over what happens to your assets in the event of your death. At the very least, you probably want to minimize or avoid potential hassles and headaches for your loved ones.
How Do I Find a Qualified Lawyer
Some lawyers who work in the estate planning area are "certified specialists in estate planning, trust and probate law." This designation means that they have met standards for certification set by the State Bar of California.
What Is a Will
A will is a traditional legal document which is effective only at your death to name individuals (or charitable organizations) to receive your assets upon your death (either by outright gift or in trust)
Your Local Probate Lawyer, How Do You Know They Are Trust-Worthy
You've worked hard for your money, and made every attempt to be a conscientious saver. So it's only natural that you want some control over what happens to your assets in the event of your death.
Ask the Probate Judge—Three Short Questions
Three Questions With a Probate Judge About Power Of Attorney.
Responsibility, Not Love, Is Key Criteria
During the preparation of wills and trusts, clients regularly express a desire to divide their property equally among their children. “We love them all the same and we wish for them to share equally in what we leave behind."
FTC Obtains Court Order Against Husband-Wife Credit Repair Team
ftc.gov, Sep 14, 2008 The Federal Trade Commission charged two credit repair marketers with violating federal law by collecting advance payment for credit repair services and falselyBuffalo-Area Chiropractor Sentenced to Jail for Tax Defier Crimes
usdoj.gov, Sep 01, 2008 East Aurora, N.Y., chiropractor and tax defier John Weisberg was sentenced today by U.S. Magistrate Judge Hugh B. Scott in Buffalo to 21 months in prison, the JusticeNevada Federal Court Convicts Former Tax Preparer of Criminal Contempt of Court
usdoj.gov, Sep 07, 2008 A federal court in Nevada has convicted a former Las Vegas tax preparer, Jeffrey Dean Hubacek, of criminal contempt of court, the Justice Department announced today.‘Debt Meltdown Program’ Marketers Settle with FTC; Charged with Failing to Deliver Promised Debt Reduction Services
ftc.gov, Aug 19, 2008 Four companies and their principals, Robert and Miriam Lovinger, have agreed to settle Federal TradeCitizens Bank and Trust, Chillicothe, MO, Acquires the Insured Deposits of the Columbian Bank
fdic.gov, Aug 24, 2008 The Columbian Bank and Trust Company, Topeka, Kansas, was closed today by the Kansas Bank Commissioner J. Thomas Thull, and the Federal Deposit InsuranceFTC to Co-Host Workshop for Businesses on Best Practices for Protecting Personal Information and Securing Data
ftc.gov, Aug 03, 2008 The Federal Trade Commission and the California Office of Privacy Protection will co-host a half-day public workshop in Los Angeles on Wednesday, August 13, 2008, onSunTrust Bank Acquires the Insured Deposits of First Priority Bank, Bradenton, Florida
fdic.gov, Aug 11, 2008 First Priority Bank, Bradenton, Florida, was closed today by the Commissioner of the Florida Office of Financial Regulation, and the Federal Deposit InsuranceFounders and Principals of Global Prosperity Sentenced for Tax Crimes
usdoj.gov, Jul 28, 2008 The three founders of the Institute of Global Prosperity (IGP), David Struckman, Daniel Andersen and Lorenzo Lamantia, were sentenced Monday by U.S. District JudgeFTC Obtains Court Order Halting Credit Repair Scheme
ftc.gov, Jul 22, 2008 The Federal Trade Commission has charged a credit repair company and its owner with violating federal law by falsely promising to remove derogatory information fromRegulations Require Financial Institutions and Creditors to Have Identity Theft Prevention Programs
ftc.gov, Jul 07, 2008 Financial institutions and creditors are now required to develop and implement written identity theft preventionFederal Judge Approves IRS Summons for UBS Swiss Bank Account Records
usdoj.gov, Jul 13, 2008 A federal judge in Miami today issued an order authorizing the Internal Revenue Service (IRS) to request information from Zurich, Switzerland-based UBSRepeat Offender Permanently Banned from Telemarketing, Selling Business Programs
ftc.gov, Jun 15, 2008 A scammer, who boasted that consumers could earn a six-figure income if they purchased and used his $10,000 ?asset protectionFDIC Celebrates 75 Years as Pillar of American Banking System
fdic.gov, Jun 29, 2008 Seventy-five years after President Franklin Delano Roosevelt signed legislation creating the Federal Deposit Insurance Corporation, the FDIC continues toFDIC Highlights Bank Strategies for Encouraging Low- and Moderate-Income Households to Save
fdic.gov, Apr 20, 2008 In the current issue of FDIC Quarterly, released today, the FDIC examines the challenges that lower-income households face in increasing personal saving, incentivesNearly Half of All US Consumers Are Unprepared for Disasters
dc.gov, Jun 03, 2008 As the nation braces for the hurricanes, wildfires, tornadoes and floods that accompany the spring and summer disaster season, nearly half of US consumersAttorney General McGraw Says Graham's IRA Should Be Used to Provide Servies To Seniors
wvago.gov, Mar 09, 2008 Attorney General Darrell McGraw, on behalf of all Statewide elected officials, filed documents last week with the Supreme Court of Appeals arguing thatFDIC's Adult Financial Literacy Program Surpasses Milestone; New Version to Help School-age Kids Learn About Money
fdic.gov, Apr 14, 2008 The Federal Deposit Insurance Corporation (FDIC) reports that one million Americans have had the opportunity to become more financially savvy through participating inCalPERS Adopts New Asset Allocation Mix
CalPERS, Dec 17, 2007 The California Public Employees Retirement System Board of Administration adopted a new investment asset allocation for its2008 Investment and Financial Planning Services
Staff Writer, Jan 09, 2008 The New Year marks the commencement of a fresh start as the next twelve months lieWood Resigns as CalPERS Senior Investment Officer, Global Equity
calpers, Feb 10, 2008 Christianna Wood, Senior Investment Officer, Global Equity for the last five years, has accepted a position as Chief Executive Officer of an alternative assetSEC Charges 26 Defendants in $428 Million Securities Fraud That Targeted Senior Citizens and Retirement Savings
U.S. Securities and Exchange Commission, Nov 28, 2007 Commissions crackdown on financial fraud against seniorsFederal Court Permanently Bars Las Vegas Man From Promoting “Asset Protection” Scheme
U.S. Department of Justice, Dec 04, 2007 Business Allegedly Helped Customers EvadeNew Chief Justice Sworn in for Probate & Family Court
The Massachusetts Court Sysytem, Oct 22, 2007 Prior to the swearing in, Chief Justice Mulligan commended the substantive contributions to the Probate & Family Court made by retiring Chief Justice Sean M.Bernalillo County's Probate Court Becomes More User Friendly
Bernalillo County, NM, Nov 14, 2007 Bernalillo County has just made it easier to find out if your loved ones estate has been processed by the probateEstate Planning Protecting Your Family Fortune Through FDIC Insured Bank Accounts
Federal Deposit Insurance Corporation (FDIC), Oct 09, 2007 How to pass funds on to your heirs and make sure you're fully covered by federal deposit insurance, including new rulesCalPERS Focus List Targets 11 Companies for Lagging Stock and Financial Governance Performance
California Public Employees' Retirement System (CalPERS), Oct 14, 2007 Sara Lee and Eli Lilly allow shareowners no opportunity to amend bylaws by employing restrictions used by only 4 percent of S&P 500U.S. Labor Department Action Restores Funds To San Luis Obispo 401k Fund
US Department Of Labor, Aug 26, 2007 Local business owners agree to repay 401k funds owed to 16 planAttorney General Lockyer Warns Seniors about "Living Trust Mills" and Annuity Scams
Office of the Attorney General - California, Oct 04, 2007 Planning an estate and choosing investments involve important legal, financial and personalIRS Expands Project to Ensure Eligible Public School Employees Are Allowed to Participate in Retirement Annuities In Illinois And Other States
Internal Revenue Service, Aug 12, 2007 The IRS is expanding an outreach effort to ensure that public schools throughout the United States are complying with availability requirement for retirementChief Counsel Seeking Comment On Gift Tax Consequences Of Trusts Employing Distribution Committee
IRS, Aug 21, 2007 The Internal Revenue Service announced today that it is reconsidering a series of private letter rulings (PLRs) issued by the Office of the Associate ChiefAARP Study: Auto 401(k)s Generate Positive Returns For Employers, Employees
AARP, Jul 23, 2007 Enhancing 401k programs with automatic features can generate a double-barreled investment success, enabling employees to save more forCRAPO CO-SPONSORS FAMILY FARM AND RANCH ACT
US Senate, Aug 05, 2007 Bipartisan measure protects agriculture from estateFormer Washington Resident Agrees to Refund Seniors for Living Trusts
Enter Source, Jul 08, 2007 We believe that Stephen Cuccia represented himself as a certified estate planner and madeBill Exempts Family Farms from the Estate Tax
House of Representatives, Jul 15, 2007 2 US Congressmen have introduced the Save the Family Farm and Ranch Act ofIRS Tax Tip 2007-25
irs.gov, May 30, 2007 IRS Tax TipEstate Planning—Maximize the Transfer of Assets To Your Heirs
na.fs.fed.us, Jun 12, 2007 Estate Planning Maximize the Transfer of Assets To YourAttorney General Corbett files second suit alleging "Living Trust" sales scheme; Court asked to shutdown operation after new reports of deception
Pennsylvania Attorney General, May 14, 2007 Attorney General Corbett files second suitSEC Charges Former Wall Street Executive and Three Others in Multi Million Dollar Scheme to Defraud Savings Banks and Their Depositors in Dozens of Stock Offerings
SEC, May 22, 2007 The Securities and Exchange Commission today charged a former Wall Street executive and three other individuals with securitiesPre-paid Funeral Scam Targets Elderly - Insurance Commissioner Steve Poizner Urges Senior Citizens and their Families to Check Their Policies
Calfornia State Government, May 06, 2007 Pre-paid Funeral Scam Targets Elderly; Insurance Commissioner Steve Poizner Urges Senior Citizens and their Families to Check Their
The Process of Estate Planning
Calafornia State Government, Apr 16, 2007 Estate planning addresses your welfare and needs, planning for your own personal and healthcare if you are no longer able to care forBeware of Living Trust and Probate Scams
FTC, Apr 25, 2007 Misinformation and misunderstanding about probate and estate taxes provide a ripe environment for scam artists to prey on older consumers' fears that their estates will
Attorney General Corbett files second suit alleging "Living Trust" sales scheme; Court asked to shutdown operation after new reports of deception
Enter Source, Mar 28, 2007 Attorney General Tom Corbett today announced that a second civil lawsuit has been filed against the operators of a living trust sales scheme, who are accused ofBeware of "One-Size-Fits-All" Estate Plans
Office of the Attorney General, Apr 11, 2007 A revocable living trust can be an important tool in estate planning for many people. A revocable living trust is a trust tool that may be changed during onesWhat Is The Significance Of Being A Fiduciary?
Department of Labor, Mar 14, 2007 The duty to act prudently is one of a fiduciary?s central responsibilities underUnderstanding Retirement Plan Fees and Expenses
Department of Labor, Feb 28, 2007 Your decision making will include selecting plan investments or investment options and plan serviceBeware of Living Trust Scams
Attorney General, Mar 07, 2007 Keep in mind that when considering your estate planning needs, your interests may best be met by consulting with anWhy You Need a Will
Federal Citizen Information Center, Feb 14, 2007 A will is a legal document designating the transfer of your property and assets after youNaming an Executor To Your Estate
Federal Citizen Information Center, Feb 21, 2007 Choose someone who can handle all of the financial matters involved with settling yourHHS Launches New Web Site Promoting Long-Term Care Planning
Administration on Aging, Jan 31, 2007 Essential Planning Tool to Help Americans Own Their OwnEstate Planning
Staff Writer, Feb 07, 2007 Many people think you have to be extremely wealthy to have to worry about estate planningMan Convicted of Mail Fraud and Consipracy to Commit SS Fraud
Department of Justice, Jan 17, 2007 Each count carries a maximum sentence of five years?Retirement Security
house.gov, Jan 24, 2007 Social Security benefits must be there for individuals who have worked their wholeDISB Offers “Facts of Life” Tips for Consumers
Department of Insurance, Securities and Banking, Dec 27, 2006 Empty nesters/seniors should evaluate whether they can reduce their life insuranceWhat is The Difference Between an Advance Directive and a Living Will?
National Institutes of Health, Jan 04, 2007 Advance directives are oral and written instructions about future medical care should your parent become unable to makeNew Study Documents Destructive Effects of the Estate Tax
Congress of the United States Joint Economic Committee, Jan 10, 2007 The estate tax dampens investment and economic growth while penalizing small business andBanking on the Baby Boomers: How Demographic Trends Are Reshaping the Financial Landscape
FDIC, Dec 11, 2006 The leading edge of the baby boom generation is now approaching retirementMany Americans Don't Know About Safeguarding Money, Identity
US Department of Treasury, Dec 20, 2006 New survey reveals that many are unaware of the security benefits of direct deposit over paperWashington State Offers Tips With Protecting Yourself When Deciding On Living Trusts
State of Washington, Nov 26, 2006 The Insurance Commissioner has said that selling living trusts is not an acceptable method to obtainWorkforce Chair: Republican Policies Help Create Jobs, Keep Taxes Low, and Boost Retirement Savings
House Committee on Education and the Workforce, Dec 04, 2006 Unemployment Rate Drops Again; More Than Two Million Jobs Created in LastIn Maryland, Governor Proposes Estate Tax Modernization
State of Maryland, Nov 12, 2006 Announced plans to modernize the States estate tax by tying it closer to the Federal estateEdwards Votes for Estate Tax Relief Act As Bill Passes House
U.S House of Representatives, Nov 19, 2006 The bill would permanently repeal the estate tax for estates worth up to 5 million for individuals and 10 million for marriedMake Sure To Put It In Writing
FCIC, Oct 29, 2006 An inventory of your assets is a good start, but it's not the only information you need to create aCongressman Poe Praises Passage Of Permanent Estate Tax Relief
U.S. House of Representatives, Nov 05, 2006 This bill will make certain provisions in the Economic Growth and Tax Relief Reconciliation Act of 2001Estate Tax No Threat To Small Businesses And Family Farms
U.S. Senate, Oct 17, 2006 In reality, only a tiny fraction of all estates pay any estateIn Louisiana, Landrieu Proposes Estate Tax Relief
U.S. Senate, Oct 22, 2006 Under Sen. Landrieu's proposal, 99.99 percent of Louisiana residents would no longer be subject to any federal estateAdding Up The Assets Of Your Estate
U.S. General Services Administration, Oct 03, 2006 By the time you account for your home, investments, retirement savings and life insurance policies you own, you may find your estate in the taxableIn Oregon, Bankrupt Company Sued To Protect Retirement Benefits For Employees
U.S. Department of Labor, Oct 09, 2006 Retirement plan losses resulting from violation of the Employee Retirement Income SecurityNew Study Documents Destructive Effects Of The Estate Tax
Press Release, Sep 12, 2006 The Federal estate tax undermines economic growth, fails to reduce inequality, and harms many small businesses, according to a newA Power Of Attorney For Health Care
U.S. State Government, Sep 19, 2006 A health care agent can make a wide range of health care decisions for you, such as whether or not you should have anUnable To Care for Yourself And Manage The Estate
Public Service Information, Sep 26, 2006 If you do not make any arrangements in advance, a court-supervised conservatorship proceeding may be required if you becomeMinimizing Estate Taxation
FDIC, Sep 05, 2006 There are a number of estate planning methods that can be used to minimize federal taxes on yourFlorida Representive Votes To Provide Permanent Death Tax Relief
U.S. House of Representatives, Aug 22, 2006 The Estate Tax and Extension of Tax Relief Act increases the estate and gift tax exemption amount to $5 million perNaming an Executor And A Guardian In Your Will
Federal Citizen Information, Aug 29, 2006 Two of the most important items included in your will are naming a guardian for minor children and naming anNew Study Documents Destructive Effects Of The Estate Tax
Press Release, Aug 15, 2006 The Federal estate tax undermines economic growth, fails to reduce inequality, and harms many smallMatheson Hails Progress On Scaling Back Estate Tax
Press Release, Aug 08, 2006 The bill-HR 5638-passed would exempt all estates worth less than $5 million per person and would make it easier for taxpayers to pass on the full401(K) Participation On The Rise, But Will Employees Be Financially Ready For Retirement?
Press Release, Aug 01, 2006 Despite these increases, respondents believe the majority of employees are not taking advantage of their 401(k) plans to effectively fund theirPreparing For Retirement: It’s Not Just About Saving
Press Release, Jul 25, 2006 Preparing for retirement isn?t just about accumulating savings, it?s also about lifetime financialCalifornia Estate Planning Task Requirement For Certification
calbar.ca.gov, May 22, 2006 An applicant must demonstrate that, within the five 5 years immediately preceding the initialMinimizing Federal Taxes On Your Estate
pueblo.gsa.gov, Jun 05, 2006 There are a number of estate planning methods that can be used to minimize federal taxes on yourProbate Proceeding Should Be Discussed With California Estate Planning Attorneys
calbar.ca.gov, Apr 24, 2006 Probate is the court-supervised process developed under California law which has as its goal the transfer of your assets at your death to the beneficiaries setCalifornia Revocable Living Trust
calbar.ca.gov, May 09, 2006 A revocable living trust is also commonly referred to as a revocable inter vivosFTC On Living Trusts
ftc.gov, Apr 10, 2006 You've worked hard for your money, and made every attempt to be a conscientiousPower Of Attorney
state.gov, Mar 21, 2006 A document by which one person authorizes another to take actions on his or herMedicaid Estate Planning
senate.gov, Feb 16, 2006 Critics of Medicaid estate planning often explain that asset sheltering places a financial strain on the MedicaidIllinois Lien On Property
policy.ssa.gov, Mar 02, 2006 Under Illinois law, a lien against one joint tenant's interest in property is not enforceable against another jointOhio Probate Information On Legislation
franklincountyohio.gov, Feb 01, 2006 The Ohio Generation Skipping Transfer Tax by ?coupling? these taxes to credits no longer available under the Internal RevenueTexas Living Will, Statement By Congressman Burgess On Terri Schiavo
burgess.house.gov, Jan 17, 2006 As Congress has worked over the past several weeks to secure the jurisdiction of federal courts to review the circumstances concerning Terri Schiavo?sNJ Right To Life, Schiavo Debate May Help Living Wills Bill
billnelson.senate.gov, Jan 03, 2006 The New Jersey form, in contrast, allows a person to select either continuation or discontinuation of life-sustaining treatment under variousFTC Case Targets Deceptive Selling Of Living Trusts Funds
ftc.gov, Dec 06, 2005 A living trust is an estate planning tool, often viewed as an alternative to aMedicaid Liens
hhs.gov, Dec 20, 2005 Liens and recoveries may apply to any kind ofMedicaid Asset Transfers and Estate Recovery
Senate.gov, Nov 09, 2005 Medicaid law requires states to recover, from the estate of theFederal Trade Commission Advice On Estate Planning
pueblo.gsa.gov, Nov 20, 2005 Explore all your options with an experienced and licensed estate planning attorney or financialLiving Trusts - Do They Really Avoid Probate
prweb.com, Sep 25, 2005 Living Trusts may save you needless time and expense of probateAdvantages Of A Revocable Living Trust
csrees.usda.gov, Oct 12, 2005 A living trust is an effective tool for handling your financial affairs if you becomeThe Justice Department Announced That A Federal Court In Chicago Today Enjoined Michael D. Richmond From Selling Fraudulent Estate Planning
usdoj.gov, Sep 11, 2005 Chicago Today Enjoined Michael D. Richmond From Selling Fraudulent EstateHouston Volunteer Lawyers Program, An Organization Which Helps People With HIV Or AIDS With Issues Related To Wills And Estate Planning
houstontx.gov, Sep 15, 2005 Houston Volunteer Lawyers Program, An Organization Which Helps People With HIV Or AIDS With Issues Related To Wills And EstateLawsuit To Stop Scam That Targets Elderly Living Trust Mill Tricked Seniors Into Using Retirement Assets To Buy Annuities
ca.gov, Aug 30, 2005 110 million-plus lawsuit against a living trust mill that tricked seniorThe Former Los Angeles Times Reporter Has Contributed Countless Articles United States, Estate Planning
loc.gov, Sep 07, 2005 The Former Los Angeles Times Reporter Has Contributed Countless Articles United States, EstateWashington Real Estate Commission Began The Planning Session With The Reviewing Of The Goals For 2004 And Setting Goals For 2005
dol.wa.gov, Jul 31, 2005 The Planning Session With The Reviewing Of The Goals For 2004 And Setting Goals ForThe First Step Toward Financial Freedom Is Establishing A Spending Plan
pueblo.gsa.gov, Aug 09, 2005 The First Step Toward Financial Freedom Is Establishing A SpendingEstate Planning Includes Advance Planning For Handling Your Financial And Personal Affairs
michigan.gov, Aug 23, 2005 Handling Your Financial And PersonalOne Mistake People Make Is Neglecting To Fund Their Trusts By Titling Property To It, Thus Subjecting Those Assets To Probate
yahoo.c, Jul 17, 2005 For motivated people, this is a great opportunity to putAmbiguous Estate Planning Can Create Family Turmoil
yahoo.com, Jul 24, 2005 Roy Ayers and his wife, Lorayne, wanted to protect their money from nursing home costs, but instead of consulting an elder law professional, they decided to takeAttorney General Butterworth That's Actions Against Two Companies, Which Were Marketing Living Trusts Documents
aging.senate.gov, Jun 26, 2005 Attorney General Butterworth That's Actions Against Two Companies, Which Were Marketing Living TrustsThe Typical Caregiver Helps With Or Arranges Bill Paying, Deposits, Insurance And Benefit Claims, Savings And Investment Decisions
fdic.gov, Jul 06, 2005 The Typical Caregiver Helps With Or Arranges Bill Paying, Deposits, Insurance And Benefit Claims, Savings And InvestmentOne Is At The National Level E.G., How Much Do Our Nation's Highways Help The National Economy
fhwa.dot.gov, Jun 14, 2005 One Is At The National Level E.G., How Much Do Our Nation's Highways Help The NationalAssets Are Valuable Enough To Require Some Investment Management, The Appointment Of A Conservator
michigan.gov, May 31, 2005 Require Some Investment Management, The Appointment Of AEstate planning integral part of good land stewardship
ceres.ca.gov, Jun 05, 2005 Estate planning integral part of good landStatutory Optional Fiduciary Powers Limitation Of Powers
.mass.gov, May 31, 2005 Statutory Optional Fiduciary Powers' and may be given to the fiduciary in a will orWills and Estate Planning
michigan.gov, May 31, 2005 Estate Planning use to be not much more than deciding to write a Last Will andWachovia Completes Purchase of Insurance Brokerage Firm, Palmer And Cay
dBusiness Press release, May 09, 2005 The Coordinated Delivery Of Personal Insurance, Estate Planning And OtherPlanning Your Estate Is To Distribute Your Assets According To Your Wishes After Your Death
pueblo gsa gov, May 15, 2005 You should consult an attorney, or perhaps a CPA or tax advisor for additionalEnd Of Year Signals Opportune Time For Everyone To Evaluate Their Wills And Powers Of Attorney
press release, Apr 18, 2005 End Of Year Signals Opportune Time For Everyone To Evaluate Their Wills And Powers OfEstate Planning Transfer
CA State Bar, Apr 26, 2005 If the attorney is deceased, lacks legal capacity or is no longer an active member of the StateAttorney General Ken Salazar Alleging Their Involvement In A Fraudulent Estate Planning Scheme Have Agreed To The Terms Of An Injunction
State of Colorado Gov, May 01, 2005 Attorney General Ken Salazar Alleging Their Involvement In A Fraudulent Estate Planning Scheme Have Agreed To The Terms Of AnPartingWishes.com Launches Unique Internet Estate Planning Services
ilovedmypet, Mar 27, 2005 PartingWishes.com has launched a unique portfolio of services that allows consumers to communicate their final wishes to loved ones after they have passedParents of Children with Special Needs Turn to Physicians Rather Than Financial Professionals for Financial Advice Parents Say Financial Information is Out of Reach, According to New MetLife Study
.businesswire, Apr 10, 2005 Financial Advice Parents Say Financial Information is Out of Reach, According to New MetLifeA Power Of Attorney Cannot Be To Both A List Of Practitioners And To A Customer Number
uspto.gov, Mar 08, 2005 A Power Of Attorney Cannot Be To Both A List Of Practitioners And To A CustomerThomas L. Gourde, Esq. Joins The Rann Law Firm, LLP. "Mr. Gourde joins the Firm as a Senior Partner Heading up our Corporate Law and Estate Planning Groups," said Rann
emediawire., Mar 16, 2005 Thomas L. Gourde, Esq. Joins The Rann Law Firm,Estate Planning Lawyers May Face Unfamiliar Family Law Issues When Their Clients Go Their Separate Ways
CA Gov Article, Feb 24, 2005 Problems Estate Planning Lawyers May Face When Approaching Family LawMarion Asnes Brings Experience and Industry Insight to the Monthly Magazine
prnewswire, Mar 01, 2005 Marion Asnes has over 20 years magazine editing experience, most recently as an editor and writer at Money magazine, where she helped shape the magazine's coverage ofNew Elder Laws Being Implemented in Chicago, IL After The New Year
IL Gov Press Release, Dec 30, 2004 rule change beginning Jan. 1 will open the door to about 800 older Illinoisans for services that will prevent or delay the need for care in anPlanning Your Estate
Pueblo. GSA gov site, Jan 17, 2005 A primary purpose of estate planning is to distribute your assets according to your wishes after yourPLANNING YOUR WILL AND ESTATE: IMPORTANT THINGS TO REMEMBER
Fed Gov Press Release, Jan 23, 2005 News For Consumers That Are Planning Their Will AndAG Sues Bellevue Estate Planning Companies; Asks Victims to Step Forward
WA Gov Article, Feb 07, 2005 lawsuit against two Bellevue based companies for violating an agreement to stop engaging in deceptive estate planning sales tactics that target seniorTop things to know When Estate Planning
Federal Gov Article, Feb 20, 2005 Ten Things To Know When EstateChristie S. Matthews Has Joined The Charlotte Office Of Nexsen Pruet Adams Kleemeier, PLLC As An Associate Practicing In The Firm’s Business Litigation Group
charlotte snews, Nov 30, -0001 Matthews previously served as a tax associate with Parker, Poe, Adams, and Bernstein in Charlotte, working in the areas of business and estateNew Tax Laws Offer New Ways To Save
IRS.gov, Oct 12, 2004 New tax laws offer new ways to save; Evaluate your income, find out your tax bracket and seek ways to keep itEstate Planning: Protecting Your "Family Fortune" Through FDIC-Insured Bank Accounts
FDIC News Alert, Nov 27, 2004 Explanation of How to Protect Your Assets And