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Updating your estate plan when certain life events occur is just as important as creating the plan in the first place. [read post]
16 Apr 2018, 3:36 am by Jane Meacham, Contributing Editor
Such issues may include specific plan features and special plan designs applicable to that type of plan, or unresolved questions of qualification in form with respect to that type of plan,” the notice continued. [read post]
16 Apr 2018, 3:36 am by Jane Meacham, Contributing Editor
Such issues may include specific plan features and special plan designs applicable to that type of plan, or unresolved questions of qualification in form with respect to that type of plan,” the notice continued. [read post]
23 May 2009, 5:04 am
    Under the bill, a prohibited “tax planning method” is: a plan, strategy, [...] [read post]
25 Jan 2021, 1:38 pm by Racine Olson
Erickson, Idaho Estate Planning Attorney As an estate planning attorney, I often tell my clients that if they ever go through any major life changes, they should review their estate plan and make sure that it still meets their needs. [read post]
22 Mar 2019, 9:37 am by Czepiga Daly Pope & Perri LLC
Continue reading The post Succession Planning: 6 Key Questions You Must Answer appeared first on Connecticut Estate Planning Attorneys Blog. [read post]
20 Jan 2012, 12:59 pm by Leland E. Beck
  These two “documents” are important planning documents for agencies and the public because they provide some insight and some transparency to agency and OMB planning for the coming year. [read post]
9 Apr 2013, 9:27 am by David Centeno
Here are some tips on how to adequately plan for the financial side of your divorce. [read post]
11 Dec 2017, 5:25 pm
This article is the last a series of nine articles explaining the Eight Goals of a Good Estate Plan. [read post]
18 Feb 2021, 11:07 am by Ettinger Law Firm
Continue reading The post 3 Estate Planning Lessons from Prince appeared first on New York Estate Planning Lawyer Blog. [read post]
28 Feb 2019, 4:00 am
Having a good estate planning attorney on your side can help you avoid some of the common estate planning mistakes that force people into probate court. [read post]
20 Apr 2018, 8:06 am by Ettinger Law Firm
Continue reading The post Estate Planning to Protect Partnership Assets from Taxation appeared first on New York Estate Planning Lawyer Blog. [read post]
19 Sep 2024, 10:51 am by McKennon Law Group
  Sometimes the plan’s sponsor (which is usually the employer), plan’s administrator, and/or an insurance company (if the plan’s benefits are funded by an insurance policy), mistakenly charge, deduct from the employee’s paycheck, and accept his premiums for insurance of which he or his family is ineligible under the plan’s terms. [read post]
15 Feb 2011, 9:00 am by Kevin M. Forbush
Tip #2 – Review and Update Your Estate Planning Documents. [read post]