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17 Mar 2010, 10:05 am
Pribilski, used estate planning seminars to perpetuate a Ponzi scheme. [read post]
24 May 2009, 6:01 am
""I cannot understand why the AGO feels so easy in planning more executions. [read post]
8 Sep 2020, 2:09 pm
Utilizing a planned gift is a great option. [read post]
9 Sep 2013, 6:03 am
Estate planning leads to business planning, which leads to tax planning, which leads to business succession, which should lead to disaster planning, which should lead right back to estate planning; hence, estate and succession planning is a lifelong circle. [read post]
10 Mar 2022, 2:00 am
As with many other similar set-ups, the plans’ fiduciaries select the investment options from which participating employees can choose to invest their retirement plan savings. [read post]
12 Jul 2017, 12:46 pm
Benton suggests we close down career planning offices and throw in our lot with astrologers. [read post]
29 Nov 2010, 10:56 pm
For the next few weeks my posts will focus on issues discussed during the continuing legal education class I taught at the McLean Estate Planning Council in September. [read post]
15 Jun 2023, 2:38 pm
Estate planning for business owners is a critical aspect of ensuring the continuity and success of your business, as well as protecting your personal assets and providing for your family. [read post]
22 May 2023, 12:47 pm
We would love the opportunity to help you create the best plan for you and your child or to update your existing plan. [read post]
4 Mar 2018, 5:47 pm
My new book, Every Californian’s Guide to Estate Planning is available now and I’m excited to share it with all of you. [read post]
30 Jan 2020, 9:30 am
appeared first on Connecticut Estate Planning Attorneys Blog. [read post]
18 Jun 2012, 6:02 pm
A few weeks ago I was (cautiously) contacted by a couple who were in the process of putting together their estate plan using a do-it-yourself computer program. [read post]
26 Aug 2016, 2:01 pm
A new self-certification procedure will help recipients of retirement plan distributions who inadvertently miss the 60-day time limit for properly rolling these amounts into another retirement plan or individual retirement arrangement (IRA). [read post]
3 Jan 2024, 5:00 am
The post Estate Planning Lessons from the Movies – Part I appeared first on The O'Brien Law Firm. [read post]
26 Jul 2010, 12:23 am
Last week I wrote about how important it is to get your estate plan in place regardless of your age: You're Young, Do You Need an Estate Plan? [read post]
18 Jan 2011, 7:55 am
Many clients have a 401k or other retirement plan. [read post]
30 Jun 2009, 5:36 pm
The lesson for employers is that they need to have carefully drafted vacation plans. [read post]
8 Feb 2015, 10:00 pm
By compiling this information in a central, secure location, you can better ensure that your estate plan will be carried out efficiently. [read post]
8 Feb 2015, 10:00 pm
By compiling this information in a central, secure location, you can better ensure that your estate plan will be carried out efficiently. [read post]
19 Aug 2017, 2:00 am
Finally, an estate planning attorney can advise you on what if any action – – including adoption – – may be necessary to ensure that your assets will pass to your children, depending on the state you live in and who is legally recognized as the child's parent.If you have questions about the legal status of a prior or current same-sex marriage, or need help preparing the most rock-solid LGBT estate plan that will provide for your loved ones, Unique… [read post]
