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13 Jan 2012, 4:00 pm
If your family has a child with special needs or disabilities, Merrill Lynch Wealth Management has a free online special needs calculator to help such your family evaluate the situation for financial planning. [read post]
5 Jul 2018, 6:00 pm
The National Business Institute is holding a conference entitled, Firearms in Estate Planning and Administration, on Friday, August 24, 2018, at the Wyndham Dallas Suites-Park Central in Dallas, Texas. [read post]
1 Oct 2017, 8:00 am
The National Business Institute is holding a conference entitled, Estate Planning: A How-To Guide, which will take place on Thursday, October 05, 2017, at the Crowne Plaza Pittsburgh South in Pittsburgh, PA. [read post]
12 Oct 2010, 9:47 am
Nobel Prizes Were A Planned Gift [read post]
15 May 2009, 5:28 am
The State Bar of Texas is sponsoring the 33rd Annual Advanced Estate Planning and Probate Course in Houston, Texas on June 10-12, 2009. [read post]
11 Jun 2010, 6:22 pm
NY Times: Plan Would Allow Abortions at Military Hospitals, by Elisabeth Bumiller: WASHINGTON — The fight to allow gay and bisexual people to serve openly in the military is already drawing political blood in Washington, but tucked into the same... [read post]
26 Apr 2007, 6:04 pm
Harbin (In re Harbin), the Ninth Circuit decided that in determining feasibility of a plan under Bankruptcy Code Section 1129(a)(11), a court must evaluate the possible impact of pending litigation whether at the trial... [read post]
3 Sep 2012, 8:00 am
The uncertainty of estate taxes may make you feel uneasy, but rest assured – there is still one safe bet for your wealth transfer plans in the form of the annual gift exclusion. [read post]
14 Dec 2009, 3:48 pm
Saks said on Monday it was ending changes it made to its shareholders rights plan last year when it sought to prevent a potential hostile takeover by Mexican billionaire investor Carlos Slim Helu. [read post]
2 Dec 2011, 4:00 am
However, many estate planners and their clients fail to properly plan for the succession of art, antiques, and collectibles... [read post]
13 Dec 2014, 10:00 am
The Virginia Supreme Court recently provided a reminder of the importance for small business owners to synchronize their estate plan with a shareholder agreement or other corporation, partnership, or limited liability company agreements. [read post]
16 May 2018, 6:00 pm
The National Business Institute is holding a conference entitled, Top Estate Planning Techniques, which will take place on Monday, June 11, 2018 at the Holiday Inn Princeton in Princeton, New Jersey. [read post]
11 Sep 2015, 12:00 pm
It is common for clients to revisit their estate plans when they reach their mid-60s. [read post]
16 Jun 2018, 8:00 am
The National Business Institute is holding conference entitled, Estate Planning from A to Z, on Tuesday, June 26, 2018, at the Sheraton Wilmington South Hotel in New Castle, Delaware. [read post]
1 Jun 2017, 4:00 pm
Modern trends are undermining this ideal and estate planning must keep up. [read post]
4 Feb 2015, 10:00 am
Here are some tips for high wealth estate planning: Even if an estate falls below... [read post]
11 May 2018, 6:00 pm
The National Business Institute is holding a conference entitled, Estate Planning for Farmers and Ranchers, which will take place on Monday, May 21, 2018 at Holiday Inn Toledo South - Perrysburg in Perrysburg, Ohio. [read post]
28 Sep 2015, 8:00 am
The first edition of Handbook of Practical Planning for Art Collectors and Their Advisors by Ramsay H. [read post]
9 Jul 2013, 8:00 am
The American Bar Association Section of Real Property, Probate and Trust Law and the ABA Center for Continuing Legal Education are sponsoring a teleconference and live audio webcast on July 10, 2007 entitled Estate Planning and Cohabitation Agreements for Unmarried... [read post]
7 Jul 2018, 5:00 am
From Bowditch & Dewey: There are special estate tax planning considerations when a non-U.S. citizen spouse is part of the picture. [read post]
