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Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Jul 30

    CLE On Special Needs Trust

    CLE On Special Needs Trust
    The University of Texas School of Law is presenting a CLE entitled, Special Needs Trusts: A Guide for Attorneys, Financial Advisors and Trust Officers, Thursday & Friday February 4-5, 2016, at the Radisson Hotel and Suites in downtown…
  • Jul 30

    Article On The Benefits and Burdens of Foreign Trust

    Article On The Benefits and Burdens of Foreign Trust
    Stephen Liss recently published an article entitled, The Benefits and Burdens of Foreign Trusts, 29 Probate & Property 3 (May/June 2015). Provided below is an excerpt from the article: Part of globalization is the increasing movement of…
  • Jul 30

    California Supreme Court Now Allows Unambiguous Wills To Be Reformed

    California Supreme Court Now Allows Unambiguous Wills To Be Reformed
    Irving Duke never intended for his estate to pass intestate and produced a holographic will and codicil to make sure of it. In the documents, he provided his estate was to pass to his wife and to a group of...
Rank this Week: 41

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

Covers estate planning, probate, trusts and wills. By Albertson & Davidson LLP.

http://www.californiatrustestateandprobatelitigation.com
  • Jul 30

    Trustee Notice: Know When to Give and What to Do With It!

    Trustee Notice: Know When to Give and What to Do With It!
    In California, Trustees are required to give notice when a Trust becomes irrevocable or there is a change of Trustee. But few Trustees know they have to do this, and many beneficiaries do not fully understand what action must be taken once…
  • Jul 23

    How Fast Can My California Lawsuit be Filed???

    How Fast Can My California Lawsuit be Filed???
    Whoa, slow down, that’s a loaded question.  Filing a lawsuit is easy, right?  You just draw up a few papers, file them with the Court, and get what you want in a few days…actually, no.  It’s not like that AT…
  • Jul 16

    Promise to Leave You Property: You may be able to enforce your rights to an inheritance in Court

    Promise to Leave You Property: You may be able to enforce your rights to an inheritance in Court
    If a person promises to leave you assets in exchange for you taking care of them, you may have an enforceable contract to make a Will a California. Find out more about your right to enforce an agreement to give property in this video.……
Rank this Week: 3831

South Florida Estate Planning Law

South Florida Estate Planning Law

Covers South Florida estate planning, probate and tax law issues. By David Shulman.

http://www.sofloridaestateplanning.com/
  • Jul 30

    Google Updates Page Regarding a Deceased User’s Account

    Google Updates Page Regarding a Deceased User’s Account
    It looks like Google recently updated the support page in which a person can request information regarding a deceased user’s account. Now the options are: Close the Account of a deceased user Submit a request for funds from a deceased…
  • Feb 12

    Facebook Allows Users to designate a “Legacy Contact” to manage their account after death

    Facebook Allows Users to designate a “Legacy Contact” to manage their account after death
    Finally. For those who have been following, the issue of “digital assets” is a fast developing problem in the estate planning world. Putting aside for a moment who has the right to “inherit” your assets, the…
  • Feb 5

    Robin Williams’s Wife and Kids are Fighting Over his Stuff

    Robin Williams’s Wife and Kids are Fighting Over his Stuff
    As an estate planning attorney, I know how important what is known as “tangible personal property” is to people. Generally there are two types of property: real property and personal property. Real property is land and buildings,…
Rank this Week: 4138

Andrew Flusche, Virginia Lawyer

Andrew Flusche, Virginia Lawyer

Covers Virginia drunk driving, reckless driving and speeding offenses.

http://www.andrewflusche.com/blog/
  • Jul 30

    [VIDEO] How to Pre-pay Virginia Ticket

    [VIDEO] How to Pre-pay Virginia Ticket
    Find out how and when to pre-pay your ticket. Keep in mind, when you pre-pay you are saying “I’m guilty”. Contact me today to see what other options you might have. Video Transcription Hello, my name is Andrew Flusche.…
  • Jul 29

    [VIDEO] Can the Police Search Your Car Based on Marijuana Odor?

    [VIDEO] Can the Police Search Your Car Based on Marijuana Odor?
    In Virginia the law says that if the officer smells the odor of marijuana, that alone is enough suspicion that there’s marijuana in the vehicle and therefore the officer has the right to search it because your vehicle is a movable…
  • Jul 28

    [VIDEO] Are Tuning Fork Calibrations After the Offense OK?

    [VIDEO] Are Tuning Fork Calibrations After the Offense OK?
    Arguing about tuning fork certificates is quite technical about the statute and what exactly happened. If you having a speeding or reckless driving by speed case, you should definitely contact me so we can go ahead and discuss the facts of…
Rank this Week: 1539

Nash Nash Bean & Ford, LLP Blog

Nash Nash Bean & Ford, LLP Blog

Covers elder law and estate planning.

http://www.nashbeanford.com/blog/
  • Jul 30

    Who Should Be the Trustee of My Testamentary Trust?

    Who Should Be the Trustee of My Testamentary Trust?
    Like many people, you may find yourself considering the creation of a testamentary trust agreement as an addition to your comprehensive estate plan. If you do choose to include a testamentary trust to your estate plan you will need to make a…
  • Jul 28

    Is It Too Late for Me to Incorporate Medicaid Planning into My Estate Plan?

    Is It Too Late for Me to Incorporate Medicaid Planning into My Estate Plan?
    Unfortunately, people often do not know what Medicaid planning is nor why it is needed until they suddenly need to qualify for Medicaid. At that point they find themselves asking “ Is it too late for me to incorporate Medicaid planning…
  • Jul 23

    How Long Will It Take for Me to Receive Assets Left to Me in Someone’s Will ?

    How Long Will It Take for Me to Receive Assets Left to Me in Someone’s Will ?
    When a family member or loved one dies, the loss is usually followed by a period of grief and mourning. There are also a number of practical and legal considerations that follow a death, such as the probate of the decedent’s estate. If…
Rank this Week: 2836

Kansas & Missouri Estate Planning

Kansas & Missouri Estate Planning

Covers estate planning, elder law, asset protection, charitable giving, and business law. By Kyle E. Krull.

http://blog.kylekrull.com/kansas-missouri-estate-planning/
  • Jul 30

    How do I Talk to My Parents about Their Finances?

    How do I Talk to My Parents about Their Finances?
    Remember when your parents had that awkward "talk" with you somewhere around seventh grade? It was no fun for them and no fun for you.
  • Jul 29

    How Can I Reduce My "End-of-Life Taxes"?

    How Can I Reduce My "End-of-Life Taxes"?
    Whether you call it the "death tax" or the "estate tax," it is really the same animal. Albeit the color of the animal will be red or blue depending on your own political and economic perspective.
  • Jul 28

    How do I Transition or Transfer My Business? / Overland Park, KS

    How do I Transition or Transfer My Business? / Overland Park, KS
    If you are a business owner on main street or where two gravel roads cross between soybean fields, then you must take extra care when it is time to "transition" or "transfer" your business.
Rank this Week: 743

Deborah Sexton Law Office, P. A.…

Deborah Sexton Law Office, P. A. Blog

Covers estate planning and elder law.

http://www.arkansas-estateplanning.com/blog/
  • Jul 30

    Per Stirpes and Per Capita Distribution

    Per Stirpes and Per Capita Distribution
    Most statutes and legal documents include strange terms of art that might mean little to the layperson. Estate planning documents, and the laws that govern them, unfortunately are no exception. Certainly, your estate planning attorney will be…
  • Jul 27

    Attorney as Trustee

    Attorney as Trustee
    Choosing the right trustee is an important task.  Your trust is an agreement between you and your trustee, the person who will ultimately be in charge of managing your assets and your personal affairs. Your trustee will be responsible…
  • Jul 23

    The Best Way to Keep Your Estate Plan Private

    The Best Way to Keep Your Estate Plan Private
    It is easy to understand why some members of the gay community are concerned about their privacy, when it comes to identifying to whom they choose to leave their possessions. In reality, privacy is a common worry for many clients, regardless…
Rank this Week: 2833

The Zimmer Law Firm

The Zimmer Law Firm

Covers elder law, estate planning, Medicaid, probate, wills and trusts.

http://www.zimmerlawfirm.com/blog/
  • Jul 30

    The SSI Restoration Act

    The SSI Restoration Act
    Did you know that there are more than 8 million Americans over the age of 65 who are disabled and rely on Social Security for survival? With baby boomers retiring every year, worries are that the system is antiquated and does little –…
  • Jul 28

    What Is a Living Will in Ohio?

    What Is a Living Will in Ohio?
    Pragmatism is key when you are making preparations for the eventualities of aging and your inevitable passing. With this in mind you should ask yourself how you would want medical professionals to proceed if you were being kept alive via the…
  • Jul 24

    Free Report: Understanding the Many Powers of Attorney in Ohio

    Free Report: Understanding the Many Powers of Attorney in Ohio
    One neighbor tells us you have to have a specific kind of trust while another friend tells us we must include a durable power of attorney and yet still our brother tells us to drop the “durable” part of the power of attorney.…
Rank this Week: 3735

Marshall Elder & Estate Planning…

Marshall Elder & Estate Planning Blog

Covers Pennsylvania and national elder law and estate planning issues. By Jeffrey A. Marshall.

http://marshallelder.blogspot.com/
Rank this Week: 1248

Estate Planning Blog

Estate Planning Blog

Covering estate planning, elder law, special needs planning, and veteran's benefits in Virginia. By Hook Law Center.

http://www.hooklawcenter.com/blog/
  • Jul 30

    How divorce affects retirement planning

    How divorce affects retirement planning
    Older people are getting divorced more frequently than ever before. Divorce can be a significant roadblock for retirement planning and financial security. Although divorcing earlier in life can have a minimal impact on retirement, divorcing…
  • Jul 29

    Choosing between Original Medicare and Medicare Advantage

    Choosing between Original Medicare and Medicare Advantage
    Deciding what type of health insurance to get can be a daunting task for seniors. Medicare is highly regarded and very popular, but Medicare Advantage differs in ways that could be advantageous to some. Original Medicare includes Medicare…
  • Jul 27

    How to appeal a Medicare denial

    How to appeal a Medicare denial
    If you were denied coverage or payment by Medicare, you have the option of filing an appeal. The denial must be from Medicare, your Medicare Prescription Drug Plan or your Medicare health plan. It is within your right to file an appeal if you…
Rank this Week: 2052

German Law Group Blog

German Law Group Blog

Covers estate planning.

http://www.germanlawgroup.com/
  • Jul 30

    Will a Trust Provide Nursing Home Asset Protection?

    Will a Trust Provide Nursing Home Asset Protection?
    Nursing home asset protection is something everyone should take seriously. Most seniors in the United States will need custodial care eventually, and Medicare will not pay for this type of care. Medicare will pay for costs associated with…
  • Jul 30

    Retirement Planning FAQs: How Much Can I Expect From Social Security?

    Retirement Planning FAQs: How Much Can I Expect From Social Security?
    Retirement planning is the first step when you are making preparations for the eventualities of aging. These days, retirement is not a given. For most people, it takes careful planning to accumulate the necessary resources. Social Security…
  • Jul 23

    What Is the Difference Between an Inheritance Tax and an Estate Tax?

    What Is the Difference Between an Inheritance Tax and an Estate Tax?
    The taxes on asset transfers can sometimes be confusing. There are taxes on the federal level, and in some cases, there are taxes on the state level. Plus, there are inheritance taxes, and there are estate taxes. These are two different forms…
Rank this Week: 2849

Parman & Easterday Blog

Parman & Easterday Blog

Covers elder law and estate planning.

http://www.parmanlaw.com/blog/
  • Jul 30

    Understanding Estate Planning – Widely Misunderstood Estate Planning Concepts – Part 2 of 2

    Understanding Estate Planning – Widely Misunderstood Estate Planning Concepts – Part 2 of 2
    In our last blog we looked at several widely misunderstood estate planning concepts. Today we will continue to review several other estate planning issues or terms often found confusing by the general public. As with any legal…
  • Jul 29

    Understanding Estate Planning: What Happens After a Family Member Dies – Part 2

    Understanding Estate Planning: What Happens After a Family Member Dies – Part 2
    On June 21, we briefly discussed the legal process when a family member dies. Today we will continue where we left off.  The process is essentially the same regardless of where you live, although there may be small…
  • Jul 29

    Oklahoma Adoption Essentials: Types, Plans, Decision

    Oklahoma Adoption Essentials: Types, Plans, Decision
    Oklahoma Adoption Essentials: Types, Plans, Decisions from Larry Parman In general, parents seeking an international adoption must go through an adoption agency licensed by the U.S. State Department, or adopt the child directly in the…
Rank this Week: 965

Toronto Estate Law Blog

Toronto Estate Law Blog

Covers estate litigation, ethics, executors & trustees, succession planning and wills. Includes podcasts on estate and succession planning. By Hull & Hull.

http://estatelaw.hullandhull.com/
  • Jul 30

    Incapacity Planning Among Cancer Patient

    Incapacity Planning Among Cancer Patient
    The results of a recent study published in the American Medical Association Oncology Journal suggest that more patients with cancer are obtaining Continuing Powers of Attorney for Property than in the past.  Approximately 74% of…
  • Jul 28

    Lucid Intervals?

    Lucid Intervals?
    In a forthcoming article to be published in The Journal of the American Academy of Psychiatry and the Law, Ian Hull and Dr. Kenneth Shulman, among others, explore the concept of the lucid interval. A lucid interval is a legal concept invoked…
  • Jul 28

    Aging and American Gun Control

    Aging and American Gun Control
    Reaching the age of retirement and becoming eligible for government-funded pension benefits is a cause of celebration for many individuals.  However, for Americans who wish to exercise their Second-Amendment right to bear firearms,…
Rank this Week: 586

Mendel Law Firm Blog

Mendel Law Firm Blog

Covers estate planning.

http://www.mendellawfirm.com/blog/
  • Jul 29

    Thought for the Day:

    Thought for the Day:
    Your present circumstances don’t determine where you can go, they merely determine where you start. Nido Qubein
  • Jul 29

    Dying Thoughts—What Do We Regret the Most?

    Dying Thoughts—What Do We Regret the Most?
    Not surprisingly, most people start to ponder and analyze their life as they approach death. People start to think about regrets and what they would change if they had the opportunity. Of course people’s regrets are as individual as…
  • Jul 28

    Texas History – Do You Know Who Was the First Woman to Receive the Distinguished Service Medal?

    Texas History – Do You Know Who Was the First Woman to Receive the Distinguished Service Medal?
    Houstonian Oveta Culp Hobby was the first woman to receive the distinguished service medal on December 31, 1944. During World War II Hobby headed the War Department’s Women’s Interest Section for a short time and then became the…
Rank this Week: 3046

New York Personal Injury Lawyer…

New York Personal Injury Lawyer Blog

Covers personal injury law. By the Law Offices of Stephen Bilkis & Associates.

http://www.newyorkinjurylawyer247blog.com/
  • Jul 29

    City and Army entered into an agreement...cont

    City and Army entered into an agreement...cont
    The court is also unpersuaded by Army's arguments that "this is essentially a claim for indemnity with defense" and that the defense and breach of contract claims herein are identical and duplicative of those asserted in the underlying…
  • Jul 26

    City and Army entered into an agreement...cont

    City and Army entered into an agreement...cont
    During the second renewal period of the Agreement, the infant Joseph Stanley II was placed into care with foster parent Anita Nurse. On June 6, 2006, while in the custody of Ms. Nurse, the infant was injured. On or about August 2006, a Notice…
  • Jul 24

    City and Army entered into an agreement

    City and Army entered into an agreement
    This action was commenced by the City of New York (City) for a declaration, pursuant to CPLR 3001, that defendant the S Army (Army) has a duty to defend the City in a negligence action currently pending in the Supreme Court of Kings County.…
Rank this Week: 821

Northern Kentucky Lawyer Blog

Northern Kentucky Lawyer Blog

Covers personal injury and accidents, DUI, criminal defense, bank side bankruptcy cases, creditors' rights, divorce and family custody, and estate planning. By Fessler Schneider & Grimme.

http://www.fsgattorneys.com/blog
  • Jul 29

    Possession and Criminal Defense Attorneys in Northern Kentucky

    Possession and Criminal Defense Attorneys in Northern Kentucky
    During the Alaskan Gold Rush, people used the snow behind the bar for a bathroom. Come Spring disease and death were everywhere. Did the people misusing the snow know better? Probably. Did they recognize and anticipate the results of their…
  • Jul 24

    Fessler Schneider & Grimme contribute to community school

    Fessler Schneider & Grimme contribute to community school
    Today and tomorrow (Friday and Saturday) St. Thomas School will be holding their Summer Festival.   St. Thomas is not only a Blue Ribbon school of excellence it also teaches public service. Last year St. Thomas won the Jefferson…
  • Jul 22

    Win a 50″ Flat Screen at The St. Thomas Summer Festival

    Win a 50″ Flat Screen at The St. Thomas Summer Festival
    Join Fessler, Schneider & Grimme at the St. Thomas Summer Festival (Ft. Thomas) next Friday and Saturday (7/24 – 7/25) for food, drink, music, and lots of fun. Our office has donated a 50-inch flat-screen television to be raffled…
Rank this Week: 2840

Florida Estate Planning Lawyer…

Florida Estate Planning Lawyer Blog

Covers estate planning, probate, taxes, elder law, business law and employment law issues. By Law Office of David M. Goldman PLLC.

http://www.floridaestateplanninglawyerblog.com/
  • Jul 29

    How a trust can allow a parent to influence loved ones lives after death.

    How a trust can allow a parent to influence loved ones lives after death.
    A trust is one of the most important estate planning tools available and can be used to achieve almost any estate plan’s purpose. A trust can even be drafted with provisions to allow the settlor, or the person who creates the trust, to…
  • Jul 29

    Florida Court rules Legislative bills may cap attorney’s fees for tort actions against the state.

    Florida Court rules Legislative bills may cap attorney’s fees for tort actions against the state.
    While this does not directly deal with Florida estate planning, I thought it may be of interest to many of my readers including attorneys. Florida’s Fourth District recently ruled last week that Florida Legislature’s has the…
  • Jul 28

    How to avoid issues with your Florida estate-plan

    How to avoid issues with your Florida estate-plan
    Here at the Law Office of David M. Goldman, we come across many estate-planning problems that can be avoided by careful planning and forethought. With higher estate tax exemptions most individuals don’t have to consider avoiding estate…
Rank this Week: 530

Minko Law Office Blog

Minko Law Office Blog

Covers estate planning and elder law.

http://www.minkolaw.com/blog/
  • Jul 29

    Choosing an Estate Executor in New York

    Choosing an Estate Executor in New York
    The process of choosing an estate executor in New York is not terribly difficult. All you have to do is make your selection, name that person or organization in your last will and testament, and make sure the will complies with New York law.…
  • Jul 27

    Essential Estate Planning Knowledge – Revocable Living Trusts in New York

    Essential Estate Planning Knowledge – Revocable Living Trusts in New York
    When people create revocable living trusts in New York, they primarily do so because they want to protect their estates from the costs and time associated with probate. In today’s blog post on essential estate planning knowledge,…
  • Jul 17

    Essential Estate Planning Knowledge – Medicaid Planning in New York

    Essential Estate Planning Knowledge – Medicaid Planning in New York
    In this week’s installment in our ongoing series on essential estate planning knowledge, we are going to look at Medicaid planning in New York, what it is, and why it’s important. While Medicaid planning is not something that…
Rank this Week: 2841

Florida Elder Law and Estate…

Florida Elder Law and Estate Planning

Provides news and views on current topics in elder law, estate planning, wills and trusts, caregiver issues, probate and estate administration, Medicaid and Veterans benefits, other issues of importance to seniors and their families. By Joseph S. Karp.

http://karplaw.blogspot.com/
  • Jul 29

    What happens to Whitney Houston's millions now?

    What happens to Whitney Houston's millions now?
    Bobbi Kristina Brown, daughter of the late singer Whitney Houston, has just passed away at the too-tender age of 22, following six months of medical limbo. Now, it's her estate that may be in limbo.  Houston's only child, Brown was set to…
  • Jul 28

    Domestic partners who marry can still achieve estate planning goal

    Domestic partners who marry can still achieve estate planning goal
    If you are in a domestic partnership and have employer-sponsored health coverage or other employer-sponsored benefits for your partner, stay alert to the changing legal landscape. Many companies may phase out coverage for domestic…
  • Jul 19

    Medicaid Personal Services Agreements must be properly structured

    Medicaid Personal Services Agreements must be properly structured
    A Medicaid Personal Services Contract, also known as a Personal Services Agreement, can be a great strategy that permits an aging person to pay adult children for caregiving, while still preserving the parent's eligibility for long-term care…
Rank this Week: 1091

Wisconsin Estate Planning

Wisconsin Estate Planning

Covers Wisconsin estate planning, elder law, probate and trust administration, real estate law, business organization, and individual income tax preparation. By Tesar Law Group, S.C.

http://blog.tesarlaw.com/
  • Jul 29

    De-Clutter and Get Your Finances in Order

    De-Clutter and Get Your Finances in Order
    De-cluttering your finances can help organize your life and make your estate plan easier for your loved ones to manage when you are gone.
  • Jul 27

    Survey Reveals Startling Estate Planning Concern

    Survey Reveals Startling Estate Planning Concern
    Estate planning is not just for the elderly. Make sure you take the time to get things in order and keep those close to you informed of your wishes.
  • Jul 24

    Leaving an Inheritance? Tips from the Pro

    Leaving an Inheritance? Tips from the Pro
    Before leaving an inheritance to your grandchildren, seek proper estate planning advice to make sure you are truly accomplishing your wishes.
Rank this Week: 3498

Asset Protection Law Journal

Asset Protection Law Journal

Covers asset protection laws. By Kenneth J. Laino.

http://www.assetprotectionlawjournal.com
  • Jul 29

    UVTA Includes Important Provisions About "Insolvency"

    UVTA Includes Important Provisions About "Insolvency"
    Your ability to transfer assets for asset protection purposes depends to a great extent on whether or not you are “insolvent” at the time of a transfer.  Insolvency is generally defined in terms of your ability to pay your…
  • Jul 14

    Uniform Fraudulent Transfer Act is Now the Uniform Voidable Transactions Act

    Uniform Fraudulent Transfer Act is Now the Uniform Voidable Transactions Act
    In 2014, the National Conference of Commissioners on Uniform State Laws adopted several amendments to the Uniform Fraudulent Transfer Act (UFTA).  Over 40 states have enacted some form of the UFTA, and most will likely in due course…
  • Jun 23

    Growing Awareness of Ohio as a Top Asset Protection Jurisdiction

    Growing Awareness of Ohio as a Top Asset Protection Jurisdiction
    It has been a little more than two years since Ohio became one of the top asset protection jurisdictions in the United States.  Many people -- including many attorneys--are still not fully aware of this dramatic development.  But…
Rank this Week: 3946

Redlands Veterans' Affairs…

Redlands Veterans' Affairs Attorney Blog

Covers estate planning and elder law. By Esther Wang.

http://www.california-elder-law.com/blog/
  • Jul 29

    Celebrating Veterans' Caregivers with a High Five

    Celebrating Veterans' Caregivers with a High Five
    When a veteran needs help, the first person he or she usually turns to is family. A spouse, children, or parents can play such big roles in the lives of veterans when life is difficult because of illness. As we...
  • Jul 23

    When do you review an estate plan?

    When do you review an estate plan?
    Once your estate plan is created, how often are you supposed to review it? According to some estate planning professionals, you should review it annually or bi-annually. Though this is a common safeguard, you should also review your estate…
  • Jul 13

    Expecting a New Arrival? Be Prepared with an Estate Plan

    Expecting a New Arrival? Be Prepared with an Estate Plan
    Expecting parents or even parents of a newborn will need to reconsider their estate. If you already have an estate plan in place, now is the time to amend that plan to meet your current life situation. If you do...
Rank this Week: 2855

Law Office of Roy W. Litherland…

Law Office of Roy W. Litherland Blog

Covers estate planning, probate and living trusts.

http://www.attorneyoffice.com/blog/
  • Jul 29

    Can I Protect My Injury Settlement With a Special Needs Trust?

    Can I Protect My Injury Settlement With a Special Needs Trust?
    Supplemental Security Income or SSI is a government program that is in place to provide disabled people with a basic source of ongoing financial support. However, it is not automatically afforded to you if you are disabled. To qualify for…
  • Jul 15

    Can My Living Trust Protect a Spendthrift Heir?

    Can My Living Trust Protect a Spendthrift Heir?
    Revocable living trusts provide a number of different benefits. In this blog post, we will emphasize the ability for a living trust to allow you to protect a spendthrift heir (a spendthrift is a person who spends money in an…
  • Jul 13

    Beware of Prescription Discount Card Scam

    Beware of Prescription Discount Card Scam
    One of our office team members recently received a notice by National Prescription Savings Network and we felt it was important to share these consumer alerts regarding Prescription Card Scams and tips on saving money on prescriptions The…
Rank this Week: 799

CEB blog

CEB blog

Covers practice tips and new legal developments of particular interest to California legal professionals. The CEB blog covers a wide range of practice areas from estate planning to civil litigation, along with posts relating to the practice of law generally.

http://blog.ceb.com
  • Jul 29

    Filing an Appeal? Follow 3 Steps to Drafting an Effective Statement of the Case

    Filing an Appeal? Follow 3 Steps to Drafting an Effective Statement of the Case
    The appellate court probably knows the relevant law but not the facts of your case, so it will look to your appellant’s brief to fill this void. If you don’t provide an adequate statement of the case in your brief, the court will…
  • Jul 27

    10 Tips for Workplace Investigation Interview

    10 Tips for Workplace Investigation Interview
    Given the employer’s duty to “take all reasonable steps” to prevent discrimination, harassment, and other unlawful practices (Govt C §12940(h)(5), (k); 29 CFR §1604.11(d)), employment lawyers can expect to…
  • Jul 24

    Be a Skeptic When a Potential Client Wants to Switch Counsel to You

    Be a Skeptic When a Potential Client Wants to Switch Counsel to You
    Sometimes you should view a new potential client with skepticism. If the matter has been handled by another attorney and is now being referred or brought to you, there may be a reason you won’t like. Before accepting a matter previously…
Rank this Week: 422

Texas Wills and Trusts Law Online

Texas Wills and Trusts Law Online

Covers issues relating to wills, trusts, estate planning, and probate in Texas. By Rania Combs.

http://www.texaswillsandtrustslaw.com
  • Jul 29

    The Complexity of Estate Planning in Blended Familie

    The Complexity of Estate Planning in Blended Familie
    According to a Pew Research Study, more than 4 in 10 Americans are part of a blended family.  And while 7 in 10 are satisfied with their step-family relationships, the study revealed that people typically feel a stronger sense of…
  • Jul 13

    Estate Planning for Same-Sex Couple

    Estate Planning for Same-Sex Couple
    For many years, the Defense of Marriage Act (“DOMA”) prevented the federal government from recognizing marriages of same-sex couples. As a result, same-sex couples could not take advantage of federal laws, which barred them from…
  • Jul 1

    Estate Planning for Alzheimer’

    Estate Planning for Alzheimer’
      I was recently reminded that incapacity is something that can happen at any age. Someone I know was diagnosed with early onset of Alzheimer’s disease at just 47 years of age. A new client has also been diagnosed with…
Rank this Week: 1025

Death Care Law Blog

Death Care Law Blog

Covers laws relating to pre-need and death care compliance, serving banks, funeral homes, crematories, and cemetaries. By William Stalter.

http://www.deathcarelaw.com/
  • Jul 29

    Preneed Trust Shortages: Investment Management Fee

    Preneed Trust Shortages: Investment Management Fee
    One strength of the state association master trust is that it can provide the ‘critical mass’ required for economies of scale to reduce trust management costs.  As the state master trust grows in size, the association can…
  • Jul 25

    Missouri Funeral Trust: Seeking a Gag Order

    Missouri Funeral Trust: Seeking a Gag Order
    On July 27th, a Missouri court will consider a motion filed by the Missouri State Board of Embalmers and Funeral Directors to be dismissed from the lawsuit filed by the Missouri Funeral Trust.  One of the allegations made by the Missouri…
  • Jul 20

    Preneed Trust Shortages: Deposit Plus Accounting

    Preneed Trust Shortages: Deposit Plus Accounting
    During its state convention, the executive director for the Missouri Funeral Director and Embalmers Association stated that their master trust program would have a $3 million dollar surplus if all preneed contract beneficiaries were to die…
Rank this Week: 1458

Law Office of Andrew M. Lamkin,…

Law Office of Andrew M. Lamkin, P.C. Blog

Covers elder law.

http://lamkinelderlaw.com/articles/
  • Jul 29

    Does Retirement Mean You Are Old?

    Does Retirement Mean You Are Old?
      Retirement is meant to be a pivotal time in a person’s life. They have the opportunity to enjoy life, stop working an 8-to-5 job, and possibly even see friends and family more. However, another thing retirement may mean for some…
  • Jul 22

    How Much Will It Cost to Financially Support Your Aging Parents?

    How Much Will It Cost to Financially Support Your Aging Parents?
      Caring and supporting aging parents can be rewarding, but it can also be a highly frustrating and exhausting experience. When financially supporting your loved ones, it may be much more expensive than you realize. If your parent has…
  • Jul 15

    How to Avoid Court with Your Aging Parent

    How to Avoid Court with Your Aging Parent
      It is not uncommon for children and their aging parents to have issues. Conflicts often arise (including old, once-settled conflicts) when aging parents begin to slowly decline in health and start needing emotional and financial…
Rank this Week: 2448

American Academy of Estate…

American Academy of Estate Planning Attorneys Blog

Provides legal marketing and estate planning legal updates.

http://www.aaepa.com/articles/
  • Jul 29

    More End-of-Life Planning Coming?

    More End-of-Life Planning Coming?
    As estate planning attorneys know, the basic estate plan includes a health care power of attorney and a health care directive or living will. Often, we give little notice to these documents. Clients do not like thinking of their own mortality…
  • Jul 27

    All About That Boot Camp

    All About That Boot Camp
    It seems like we just wrapped up one webinar here at the Academy,** and we’re already gearing up for the next in our summer series! I’m so ramped up for this new webinar format we’re trying and I can’t wait to get you…
  • Jul 24

    LegalZoom Files $10.5M Antitrust Suit Against North Carolina Bar, Cites SCOTUS Dental Case

    LegalZoom Files $10.5M Antitrust Suit Against North Carolina Bar, Cites SCOTUS Dental Case
    Here is another chapter in the continuing saga of LegalZoom fighting it out with the various state Bar Associations. The latest is from the ABA Journal which reports that LegalZoom just filed a $10.5 million lawsuit against the North Carolina…
Rank this Week: 1117

Western New York Elder Law Blog

Western New York Elder Law Blog

Covers New York estate planning, probate, elder law and health care issues. By Dutcher & Zatkowsky.

http://www.dutcher-zatkowsky.com
  • Jul 29

    A Million Dollar Guide To Estate Planning

    A Million Dollar Guide To Estate Planning
    Estate planning is critical for everyone, but once your estate hits near $1 million, it gets more complicated. View image | gettyimages.com Unless your estate is worth more than $5.43 million – $10.86 million for a married couple…
  • Jul 22

    Estate Planning For The Blended Family

    Estate Planning For The Blended Family
    In estate planning, it can be more tricky when a blended family is involved. In many cases, family dynamics can become permanently ruffled. View image | gettyimages.com With the number of remarriages rising, many families now include…
  • Jul 15

    Don’t Let Divorce Interfere With Estate Planning

    Don’t Let Divorce Interfere With Estate Planning
    When a long-married couple divorces, it can be particularly difficult when it comes to retirement and estate plans. View image | gettyimages.com Assets, including retirement accounts, can be complicated to divide, and the presence of children…
Rank this Week: 5015

Murphy's Law Blog

Murphy's Law Blog

Covers elder law, estate planning and probate. By Noreen Murphy.

http://www.noreenmurphylaw.com/blog/
  • Jul 29

    Driverless Cars Are Likely to Liberate the Elderly

    Driverless Cars Are Likely to Liberate the Elderly
    In the UK alone, some 1.5 million senior citizens are largely confined to their own homes due to incapacity or lack of transportation, reports The Telegraph. That’s an astounding number, and the statistics are undoubtedly even more…
  • Jul 22

    Wine & Dine at Age 89? Why Not?

    Wine & Dine at Age 89? Why Not?
    The assisted living industry is out to make a new name for itself, or at least certain parts of it are. As seniors live longer lives, they’re increasingly interested in finding better places to enjoy their time. For many, the…
  • Jul 15

    CNBC Is Shocked You Don’t Have an Estate Plan

    CNBC Is Shocked You Don’t Have an Estate Plan
    Some headlines get right to the point. “No estate plan? Wow, BIG Mistake.” That was the original headline in this CNBC article about the shocking lack of estate planning among average Americans. It’s a frank title, but not…
Rank this Week: 3894

Northern California Center for…

Northern California Center for Estate Planning and Elder Law

Covers estate planning.

http://www.norcalplanners.com/blog/
  • Jul 28

    Estate Planning: Explore Your Option

    Estate Planning: Explore Your Option
    Estate planning is a responsibility that many people place on the back burner. Clearly, contemplating your own mortality may not be the most pleasant pastime in the world, but you should confront this reality head-on and take steps to protect…
  • Jul 26

    Should I Buy Long-Term Care Insurance?

    Should I Buy Long-Term Care Insurance?
    When you look into the statistics, you find that many American senior citizens will need long-term care at some point in time. If you have always been healthy, you should not be overconfident, because healthy people typically live…
  • Jul 23

    What Is an Incentive Trust?

    What Is an Incentive Trust?
    You have the power to plan your estate in a customized manner. Estate planning is not necessarily an exercise in slicing up a pie into different size pieces as you facilitate lump sum asset distributions after your passing. In many cases, a…
Rank this Week: 3047

Idaho Estate Planning

Idaho Estate Planning

Covers estate planning, elder law, veterans benefits and special needs trusts. By Mark E. Wight.

http://idahoestateplanning.typepad.com/idaho_estate_planning/
  • Jul 28

    Idaho Elder Law - Helping Loved Ones Suffering from Alzheimer'

    Idaho Elder Law - Helping Loved Ones Suffering from Alzheimer'
    Fundamentally, it's important to understand that Alzheimer's is not the same as other diseases. Dealing with dementia requires a lot of attention from all involved. Through it all, competent counsel will be necessary to properly assess the…
  • Jul 21

    Idaho Elder Law - Little Known VA Long-Term-Care Benefit

    Idaho Elder Law - Little Known VA Long-Term-Care Benefit
    We are VA Accredited and we know how to help you get the benefits you earned through your greatly appreciated service to our country. To secure your peace of mind as well as your family's future, get started now. Remember, good planning is no…
  • Jul 17

    Idaho Elder Law - Legislators Considering Law Protecting Elderly from Scam

    Idaho Elder Law - Legislators Considering Law Protecting Elderly from Scam
    The Astor story is surprisingly common: a growing number of Americans suffer from Alzheimer's or another form of dementia and a sizeable percentage of those patients will fall victim to scams.
Rank this Week: 3119

Ohio Estate Planning & Asset…

Ohio Estate Planning & Asset Protection

By AlerStallings, LLC.

http://www.alerstallings.com/blog/
  • Jul 28

    Ensuring the Family Farm Stays in the Family

    Ensuring the Family Farm Stays in the Family
    “What can I do to make sure the family farm stays in the family?” I have the pleasure of working with many family farmers, and this is the most frequent question I receive. To plan properly, we need to be aware of the types of…
  • Jul 23

    Could Dan Gilbert and Jimmy Haslem Disinherit their Children from their Billion Dollar Estates?

    Could Dan Gilbert and Jimmy Haslem Disinherit their Children from their Billion Dollar Estates?
    When it comes to estate planning and elder law, mental capacity matters. In December 2014, Tom Benson announced plans to transfer future ownership of the New Orleans Saints and Pelicans to his third wife, Gayle Benson, disinheriting his…
  • Jul 21

    Four Vital Estate Planning Questions for Business Owner

    Four Vital Estate Planning Questions for Business Owner
    Far too often successful business owners never take the time to put a succession plan in place.   If something happens to you, is everything in place? Who can access your company accounts to carry on the day-to-day…
Rank this Week: 2500

Purcell & Amen, L.L.C. Blog

Purcell & Amen, L.L.C. Blog

Covers elder law and estate planning.

http://yourestatematters.com/blog/
  • Jul 28

    How Long Will It Take to Actually Receive My Inheritance ?

    How Long Will It Take to Actually Receive My Inheritance ?
    Although most of us think of the death of a family member or loved one as an emotional event, the reality is that there are a number of practical and legal ramifications of a death as well. Among those is the need to distribute the assets…
  • Jul 28

    Free Report: How Long Will It Take To Get My Inheritance in Missouri

    Free Report: How Long Will It Take To Get My Inheritance in Missouri
      The single most important factor in determining when you will receive your inheritance is whether or not the inheritance is made up of probate or non-probate assets because not all assets are required to go through the probate process.…
  • Jul 27

    Receiving Your Inheritance in Missouri – How Long It Will Take

    Receiving Your Inheritance in Missouri – How Long It Will Take
    Receiving Your Inheritance in Missouri – How Long It Will Take from Charlie Amen  If so, and a Will contest is filed, it will significantly slow down the probate process because everything essentially comes to a stop while the will…
Rank this Week: 2829

About Florida Law

About Florida Law

Covers Florida estate planning and condo laws. By Sackrin & Tolchinsky.

http://aboutfloridalaw.com
  • Jul 28

    Misrepresentation by a Real Estate Professional: Claims for Negligent or Unintentional Misrepresentation

    Misrepresentation by a Real Estate Professional: Claims for Negligent or Unintentional Misrepresentation
    Negligent misrepresentation by a real estate agent or broker is the same thing as an unintentional misrepresentation. The agent or broker communicates something that is not accurate or true, but they are not doing so knowingly. In these…
  • Jul 21

    How to Get a Refund of Your Rental Home Security Deposit from the Landlord

    How to Get a Refund of Your Rental Home Security Deposit from the Landlord
    When you rent an apartment or condo here in Florida, normally the landlord will require that you give a security deposit before you can move into your new home. This is pretty much standard operating procedure for rentals; most tenants know…
  • Jul 14

    10 Articles For Florida Condominium Owner

    10 Articles For Florida Condominium Owner
    Since we receive so many calls about condo owner rights, I thought it would be a good idea to share some articles we have written in the past about Florida Condominium Law that answer some of the most frequently asked questions. Here are 10…
Rank this Week: 930

California Probate and Estate…

California Probate and Estate Planning Blog

Covers California probate and estate planning including law changes, legal strategies, and detailed descriptions of the options available. By Meissner, Joseph & Palley, Inc.

http://www.californiaprobate.info/blog
  • Jul 28

    Another On-line Will Form Problem

    Another On-line Will Form Problem
    Ouch. Of course attorneys can make mistakes too but in this case it was the use of an online document service (unnamed to protect the guilty) that messed up. Decedent, we will call Betty, signed a will a few months before dying. Betty asked…
  • Jun 11

    Digital Assets after death

    Digital Assets after death
    The world of “digital assets” is growing by leaps and bounds each day. The issues they present are growing just as fast. That is, what happens to the money left in your Itunes account after death? Or what about your photos on…
  • May 14

    The Pragmatic lawyer

    The Pragmatic lawyer
    I have always considered myself to be reasonable or a good sense of rough justice. A quick opinion of how things should end up. People have called me pragmatic many times during my 20 years as a lawyer. I will admit I didn’t know…
Rank this Week: 3090

Law Offices of Robert H. Glorch…

Law Offices of Robert H. Glorch Blog

Illinois attorney blog for estate planning, wills, trusts and probate.

http://www.illinoisestateplan.com/blog
  • Jul 28

    Ernie Banks Estate, Part 6: Surviving Spouse’s Award

    Ernie Banks Estate, Part 6: Surviving Spouse’s Award
    This is the sixth in my series on various legal aspects of the Estate of Ernie Banks. You can read my first five installments here. First, and before I completely bury the lead, news broke just yesterday that Elizabeth Banks filed the…
  • Jul 20

    ULC Rewrites ‘Uniform Fiduciary Access to Digital Assets Act’

    ULC Rewrites ‘Uniform Fiduciary Access to Digital Assets Act’
    Almost exactly one year ago I wrote a blog post about the ‘Uniform Fiduciary Access to Digital Assets Act’ (UFADAA) that was adopted in July 2014 by the Uniform Law Commission (ULC). My post provided an overview about how the…
  • Jul 7

    How (not) to Revoke a Will

    How (not) to Revoke a Will
    The act of revoking a Will seems like it ought to be fairly straightforward and noncontroversial. In most cases, (and ideally) a person revokes a current Will by simply executing a new Will that expressly revokes all prior wills and codicils.…
Rank this Week: 1739

Nirenstein, Horowitz & Associates,…

Nirenstein, Horowitz & Associates, P.C. Blog

Covers Connecticut estate planning, probate and elder law.

http://www.preserveyourestate.net/blog/
  • Jul 28

    Can a Trust Provide Medicaid Asset Protection?

    Can a Trust Provide Medicaid Asset Protection?
    Estate planning is a diverse endeavor. What is ideal for one person may not suit the next, and this is something that you should understand when you are planning your estate. You have many different options, and the ideal course of action…
  • Jul 25

    Will Medicare Pay for All of My Health Care Expenses?

    Will Medicare Pay for All of My Health Care Expenses?
    When you are planning for retirement, you should be aware of what you can expect from the Medicare program. Medicare is a government health insurance program that is intended to provide coverage for senior citizens. You gain eligibility for…
  • Jul 23

    When Will My Heirs Receive Their Inheritances?

    When Will My Heirs Receive Their Inheritances?
    You probably want your heirs to receive their inheritances in a timely manner after you pass away. If you feel this way, you should be aware of the facts, because there can be misconceptions. The last will is the most commonly utilized…
Rank this Week: 1592

Tax Problem Attorney Blog

Tax Problem Attorney Blog

Covers topics such as sales and payroll tax problems, offers in compromise, tax audits, tax debt, tax disputes, tax fraud, tax litigation and tax controversy, and tax preparer penalties. By Brager Tax Law Group.

http://www.taxproblemattorneyblog.com/
  • Jul 28

    How Long of a Prison Sentence Can Someone Face for Tax Fraud?

    How Long of a Prison Sentence Can Someone Face for Tax Fraud?
    As many tax controversy attorneys can state, tax problems can lead to major issues including a tax audit and even criminal tax charges. Even though tax problems are typically serious matters there are certain tax crimes that stand out even…
  • Jul 22

    How Many Years Back Can the IRS Go in its Search for Tax Fraud?

    How Many Years Back Can the IRS Go in its Search for Tax Fraud?
    The IRS and Department of Justice have cracked down on tax fraud and tax evasion regardless of its form. However, in recent announcements the Department of Justice has revealed its targeted enforcement focus on business payroll tax fraud,…
  • Jun 1

    IRS Issues New FBAR Penalty Guidance (SBSE-04-0515-0025)

    IRS Issues New FBAR Penalty Guidance (SBSE-04-0515-0025)
    On Friday the IRS released new guidance on how examiners should determine the amount of any penalty for the failure to file an FBAR (Report of Foreign Bank Account, FinCEN Form 114). The guidance is effective for all open cases as of May 13,…
Rank this Week: 456

Walker Lambe

Walker Lambe

Covers North Carolina elder law and estate planning.

http://www.organizeyourassets.com/blog/
  • Jul 28

    What Is The North Carolina Cost of Probate?

    What Is The North Carolina Cost of Probate?
    What Is The North Carolina Cost of Probate? from Mark Costley There are various different options available to you if you want to implement a probate avoidance strategy. Learn more about North Carolina cost of probate in this…
  • Jul 27

    What Is The North Carolina Five-Year Medicaid Look-Back?

    What Is The North Carolina Five-Year Medicaid Look-Back?
    What Is The North Carolina Five-Year Medicaid Look-Back? from Mark Costley Medicaid is a government program that will pay for long-term custodial care. This involves divesting yourself of assets in advance of applying for Medicaid so you meet…
  • Jul 21

    What Is North Carolina Legacy Planning?

    What Is North Carolina Legacy Planning?
    What Is North Carolina Legacy Planning? from Mark Costley  With this type of will, you share your moral and spiritual values with the loved ones that you will be leaving behind. Learn more about North Carolina legacy planning in…
Rank this Week: 3731

Estate Law Canada

Estate Law Canada

Covers estate planning topics, trusts, probate, Enduring Powers of Attorney, health care directives, incapacity issues and elder law. By Lynne Butler.

http://estatelawcanada.blogspot.com/
  • Jul 27

    Posting Notices to Creditors online rather than in the newspaper

    Posting Notices to Creditors online rather than in the newspaper
    Readers will notice that I've added a new item to this blog's homepage. It's a link to a site on which executors and estate administrators can publish Notices to Creditors and Claimants online, rather than in a newspaper. Click here to go to…
  • Jul 23

    BC case shows what it takes to deal with title when kids have been added as joint to parents' property

    BC case shows what it takes to deal with title when kids have been added as joint to parents' property
    There is a new case from the BC Supreme Court that sheds some light on a topic that is of consistent interest to the readers of this blog. I'm going to give a summary of the case here, but anyone who'd like to read the full case of The Estate…
  • Jul 20

    Transferring a cottage after you're gone

    Transferring a cottage after you're gone
    Recently the Globe and Mail carried an article by Tim Cestnick that discusses the options available for transferring your cabin or cottage to your family after you have passed away. Click here to read the article. I like the article because…
Rank this Week: 455

Iowa Estate Plan

Iowa Estate Plan

Covers information and news on estate planning and probate. By Matthew Gardner.

http://www.iowaestateplan.com/
  • Jul 27

    Changes to the 2015 Iowa Probate Code - Authority of Representative to Get Financial Detail

    Changes to the 2015 Iowa Probate Code - Authority of Representative to Get Financial Detail
    One of the convenient & powerful changes to the Iowa Probate Code from the 2015 legislative session involved the authority of a court-appointed representative to get information or access to financial information or assets.  Iowa…
  • Apr 5

    Probate Patience: How Long Should it Take to Complete Probate?

    Probate Patience: How Long Should it Take to Complete Probate?
    A common question that comes up in client meetings is 'how long does it take to get through probate?'  There a lot of variables that go into that determination.  However, it is fair to recommend some patience for the process to get…
  • Mar 1

    The Trusted Trustee: Who Gets to Have All the Fun?

    The Trusted Trustee: Who Gets to Have All the Fun?
    When you are putting together your estate plan (and shame on you if you haven't done so yet) one of the decisions you may face is 'who should be the trustee?'This question assumes that you are using a trust.  Whether it is due to young…
Rank this Week: 2687

Florida Probate Lawyer Blog

Florida Probate Lawyer Blog

Covers estate, guardianship, probate and trust litigation. By Law Offices of Adrian Philip Thomas.

http://www.florida-probate-lawyer.com/probate
  • Jul 27

    Can a guardian change the trustee of a ward’s trust?

    Can a guardian change the trustee of a ward’s trust?
    Choosing someone to act as your successor trustee upon your death or incapacity is not a decision that you should take lightly. Not only does that nominated successor trustee have a duty and obligation to carry out your wishes, but
  • Jul 14

    Best Legal Blog

    Best Legal Blog
    If you enjoy this probate and estate litigation blog, please nominate it for inclusion on the Best Legal Blog by The Expert Institute.  Thank
  • May 26

    Can a contract defeat testamentary intent?

    Can a contract defeat testamentary intent?
    In a word, yes. In a blow to the unwed in the State of Florida, the Fourth District Court of Appeal recently held that an operating agreement entered into by a deceased business owner (the “Decedent”) trumped his stated…
Rank this Week: 4252

Walden & Pfannenstiel Blog

Walden & Pfannenstiel Blog

Covers bankruptcy and estate planning.

http://wplawpractice.com/blog/
  • Jul 27

    Walden & Pfannenstiel, LLC receives Certificate of Appreciation from KWAA

    Walden & Pfannenstiel, LLC receives Certificate of Appreciation from KWAA
    April 18, 2011 marked the Kick Off of the first ever Food From the Bar Campaign, a statewide food drive, organized by the Kansas Women Attorneys Association to get the legal community to fight hunger in Kansas. Our office has been…
  • Apr 14

    Friends of JCDS Volunteer Day

    Friends of JCDS Volunteer Day
    Friends of JCDS Volunteer Day On Friday we volunteered through the Johnson County Bar Association to help the Friends of JCDS at one of the homes selected to be on their upcoming Homes Tour. It was a beautiful day to be outside doing some…
  • Apr 9

    April 1, 2015 Median Income Levels for Kansas and Missouri Bankruptcy Filer

    April 1, 2015 Median Income Levels for Kansas and Missouri Bankruptcy Filer
    April 1, 2015 Median Income Levels for Kansas and Missouri Bankruptcy Filers The Means Test looks at your Median Income to determine for which Chapter of Bankruptcy you qualify: Chapter 7 or Chapter 13 As of April 1, 2015 the Median Income…
Rank this Week: 3256

Nevada Trust Reporter

Nevada Trust Reporter

Features commentary on trust law and asset protection. By Provident Trust Group, LLC.

http://blog.trustprovident.com/
  • Jul 27

    Provident CEO Theresa Fette Talks About Exponential Growth

    Provident CEO Theresa Fette Talks About Exponential Growth
    Theresa Fette describes her professional journey as a fortuitous meeting of luck and planning. After earning four degrees and working in law, she took over a failing trust company and transformed the shaky…
  • Jul 7

    Provident Wins 2015 America’s Best IRA Custodian

    Provident Wins 2015 America’s Best IRA Custodian
    More than $146 billion in U.S. retirement assets have flowed into self-directed IRAs over the years, and if the financial professionals who read the Trust Advisor are any guide, the gatekeepers favor Provident Trust Group as the preferred…
  • Jun 30

    Choosing the Right Solo 401(k) Plan for Your Busine

    Choosing the Right Solo 401(k) Plan for Your Busine
    With a wide range of investment opportunities, educate yourself with all the different investment options available for you and your business. Financial institutions choose to invest into the Solo 401(k) plan for the opportunities the plan…
Rank this Week: 3076