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11 Sep 2014, 6:30 am by Kyle Krull
Use a duly admitted (i.e., licensed), experienced estate planning attorney to prepare your estate plan. [read post]
31 Jul 2013, 3:47 am by Pamela Potter, Estate Planning Attorney
When you retain an estate planning attorney and begin to plan your estate as a grandparent, you may have some specific concerns. [read post]
26 Mar 2012, 7:00 am by Roger Levine, Estate Planning Attorney
Your legacy plan is essentially an extension of your basic estate plan. [read post]
9 Feb 2021, 12:52 pm by admin
(4) does the firm have a retirement plan that incorporates the need for succession planning? [read post]
2 Feb 2016, 1:19 am by John Potter
Can I Provide a Pet for My Estate Plan from John Potter Though the concerns are warranted, there is good news for seniors on the estate planning front. [read post]
The importance of tax planning Minimizing taxes on an estate upon death is the focus of the tax planning aspect of succession planning. [read post]
29 Dec 2020, 9:56 am by John Rich
Below are some of the key provisions relating to welfare plans, retirement plans and other employer provided benefits. [read post]
Additional LGBT Planning Concerns In addition to the estate tax angle, there are other reasons why long-term, committed same-sex couples had a specific set of estate planning concerns. [read post]
27 May 2010, 3:31 am by By DEALBOOK
The Tribune Company plans to pay top managers $16.2 million in bonuses and incentives when it exits bankruptcy under its plan of reorganization, Reuters reported. [read post]
27 Apr 2023, 9:00 am by Michael O'Brien
While Estate Planning typically focuses on planning for what happens at death, a comprehensive Estate Plan includes provisions regarding what happens during life should an individual become incapacitated. [read post]
3 Aug 2021, 8:37 am by McCulloch & Miller, PLLC
For example, estate planning attorneys must regularly adapt client plans to changes in tax laws. [read post]
24 May 2021, 8:22 am by Roger Levine, Estate Planning Attorney
Ignoring your estate plan: Retirement planning and estate planning go together hand in hand. [read post]
The post QTIPs, Premarital Agreements, & Estate Planning appeared first on Augulis Law Firm. [read post]
20 Dec 2010, 5:13 am by Alan Augulis, Estate Planning Attorney
The post Life Insurance & Business Succession Planning appeared first on Augulis Law Firm. [read post]
Here is a handful of the most common estate planning documents you can expect to include in your plan. [read post]
22 Feb 2022, 8:44 am
Our estate planning attorneys are here to help guide you through the process with empathy and care. [read post]
21 Jan 2023, 2:37 am by David W. Miller
Even if a general plan is in place, the question of who will execute all of these plans may still be in the air. [read post]