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5 Mar 2013, 6:30 pm
In the world of business, a business plan is one of the keys to the kingdom. [read post]
29 Apr 2009, 11:20 am
., Shawnee, Kansas) have recently published their article entitled Trusts, Estate Planning and The Family Jet. [read post]
12 Feb 2014, 4:00 am
The American Law Institute Continuing Legal Education (ALI CLE) and the University of Wisconsin Law School are cosponsoring a CLE entitled, Estate Planning in Depth, on Sunday-Friday, June 22-27, 2014. [read post]
3 Apr 2014, 12:00 pm
Where should you start when beginning your retirement planning? [read post]
10 Jan 2019, 12:00 pm
Natalie Banta & Naomi Cahn recently published an Article entitled, Digital Asset Planning for Minors, Wills, Trusts, & Estates Law eJournal (2018). [read post]
10 Sep 2015, 4:00 pm
The unique financial situation that many wealthy actors and musicians face often requires sophisticated advanced planning strategies. [read post]
19 Dec 2010, 6:00 am
The National Business Institute is sponsoring a 90-minute national teleconference on December 20 entitled Estate Planning Basics. [read post]
26 Jan 2012, 4:00 am
According to experts at MI&I (a subgroup of BMO Financial Group), small-business succession planning should take place five to ten years before the business anticipates a transition will occur. [read post]
11 May 2011, 8:00 am
The Small Business Jobs Act of 2010 includes provision IRC §402A(c)(4), which allows a qualifying individual to convert 401(k), 403(b) and 457(b) accounts to a Roth account in the same plan. [read post]
18 May 2010, 8:00 am
Goffe (attorney, Seattle, Wa.) has recently published her article entitled Gun Trusts in Estate Planning, ABA Trust & Investments, May-June 2010, at 24. [read post]
13 Apr 2011, 6:00 am
Rick Detorie, author of the daily comic strip One Big Happy, recently created an estate planning-related comic. [read post]
7 Jan 2015, 6:00 am
The American Law Institute Continuing Legal Education (ALI CLE) is presenting a CLE entitled, Planning for International Estates: Recent Developments, Wednesday, Feb. 11, 2015, 12:30 – 2:00pm, online and by phone. [read post]
1 Apr 2021, 9:55 am
To whom do you trust to give your financial planning advice? [read post]
5 Apr 2014, 6:00 am
The American Law Institute Continuing Legal Education (ALI CLE) is presenting a CLE entitled, Charitable Planning Techniques, on Thursday-Friday, June 12-13, 2014 in Boston Massachusetts. [read post]
2 Oct 2014, 4:00 pm
According to a 2012 Rocket Lawyer survey, most Americans forego estate planning altogether. [read post]
6 Oct 2024, 5:38 pm
An estate planning... [read post]
25 Sep 2011, 7:04 pm
Berry practices in the areas of estate planning, business, probate, veterans benefits & Medicaid planning. [read post]
31 Dec 2014, 11:00 am
Married couples usually can see the benefit of having an estate plan, but single people mistakenly think estate planning does not apply to them. [read post]
9 Aug 2012, 12:27 pm
As with all other aspects of planning, knowing your family and sharing that knowledge with your lawyer will help you get the best plan possible. [read post]
4 Jan 2012, 6:41 am
Not wanting to do too much heavy lifting on my first day back on the blog beat, I thought I would pass along, with minimal comment from me, this nice little piece on cash balance plans, and particularly how they might fit in alongside 401(k) plans in a particular business’ benefit plan structure. [read post]
