Posts tagged with: "Estate-Planning"
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10 Jul 2018, 3:00 am
Forbes, How Anthony Bourdain's Estate Plan Reflected The Two Most Important Parts Of His Life: Ever since his untimely death, the press and the public hasn't been able to get enough of Anthony Bourdain. [read post]
17 Oct 2011, 6:50 am
Having a comprehensive estate and financial plan in place can give you some control and certainty. [read post]
3 Dec 2021, 3:19 pm
The post COVID-19 spurs interest in financial, retirement and estate planning first appeared on Maryland Daily Record. [read post]
24 Jan 2018, 12:00 am
When people put off updating estate plans, they’re playing a very dangerous game. [read post]
18 Dec 2020, 12:10 pm
A 2016 Gallup poll […] The post AARP Article: How to Stop Stalling On Getting a Will and Estate Plan appeared first on Surprenant & Beneski, PC. [read post]
25 Jun 2024, 2:00 am
Capacity questions can arise […] The post San Francisco Financial Elder Abuse Attorneys: Testamentary Capacity For Estate Planning appeared first on Evans Law Firm, Inc.. [read post]
9 Jul 2010, 12:48 am
Well, it's that time of the year for me to bring out the good old blog that discourages last minute vacation estate plans. [read post]
20 May 2021, 11:00 pm
Learn how to determine whether a joint account holder has interfered with a decedent’s estate planning goals by inappropriate use of the joint account. [read post]
5 Oct 2021, 10:40 am
Many skeptics are starting to accept that more likely than not, cryptocurrencies are here to stay […] The post Cryptocurrency Counselors: Yes, your cryptocurrency needs to be in your estate plan appeared first on Henderson, Franklin, Starnes & Holt, P.A.. [read post]
10 Jul 2018, 3:00 am
Forbes, How Anthony Bourdain's Estate Plan Reflected The Two Most Important Parts Of His Life: Ever since his untimely death, the press and the public hasn't been able to get enough of Anthony Bourdain. [read post]
15 Dec 2021, 10:18 am
Estate Planning is something that many people don’t look forward to, not a lot of people like to think about their own mortality and ultimately their death, but it is very important to determine what your last wishes will be [read post]
26 Oct 2020, 7:20 am
Probate is the court-supervised […] The post 10 Estate Planning Problems That Could Cost You a Fortune appeared first on Surprenant & Beneski, PC. [read post]
18 Feb 2025, 9:46 am
The past decade has seen an explosive growth in the number of investors who utilize their securities brokerage accounts, both retirement-type accounts and non-retirement accounts as the centerpiece of their estate planning strategy, oftentimes without consulting competent legal counsel, as well as without following up with brokerage-specific forms available to designate death beneficiaries for… Source [read post]
5 Nov 2024, 12:04 pm
While sharing memories and enjoying the holiday, it’s also a chance to discuss important […] The post Thanksgiving Family Discussions: Using the Holiday to Update Your Estate Plan appeared first on Surprenant & Beneski, PC. [read post]
27 Jan 2016, 8:30 am
The topic for Lawyers on Call that night will be estate planning, wills and trusts. [read post]
1 Mar 2021, 7:44 am
When an out-of-the-blue cancer diagnosis took my mom from independent woman to completely […] The post AARP Article: Prepare a Digital Estate Plan for Future Caregivers appeared first on Surprenant & Beneski, PC. [read post]
30 Jun 2021, 6:49 am
[…] The post How will retiring and buying a second home affect my estate plan? [read post]
3 Apr 2024, 9:07 pm
If you are prioritizing charitable giving in your estate plan, you may want to consider using something called a donor-advised fund (DAF) which has become more popular in recent years. [read post]
20 Nov 2023, 5:53 am
Let’s delve into some common errors many fiduciaries make and […] The post Guiding Fiduciaries: Navigating Common Pitfalls in Estate Planning Administration in Florida appeared first on Henderson, Franklin, Starnes & Holt, P.A.. [read post]
31 Mar 2021, 2:47 pm
Nonetheless, the vast majority of us would have to contact an expert to take down a tall tree, explain […] The post Situations that Make Having a Skilled Estate Planning Attorney Essential appeared first on Surprenant & Beneski, PC. [read post]
