Farrah Fawcett passed away a little over two and a half years ago. She had some great legal advice in that she put her wishes in writing via a Trust. Far too often you see wealthy individuals in the spot light pay thousands for a pair of shoes, but don’t ever invest in good legal [...]
Category Archives: News and Current Events
March 7, 2011
North Carolina Legacy Planning Blog Has Been Nominated for LexisNexis Top 25 Estate, Probate, and Elder Law Blogs of 2011!!
Each year, LexisNexis honors a select group of blogs that set the online standard for a given industry. We are excited to announce that North Carolina Legacy Planning Blog has been nominated as a candidate for the LexisNexis Top 25 Estate, Probate, and Elder Law Blogs of 2011!!! PLEASE VOTE FOR US! We would love [...]
March 5, 2011
Wealthy Americans Finding Ways Around Estate Taxes – Daily News Pulse
Wealthy Americans Finding Ways Around Estate TaxesDaily News PulseWith sound estate planning, you can ensure that your estate is distributed according to your wishes. A well-thought-out estate plan allows you to pass your property to whomever you want with as few legal … and more »
March 5, 2011
Estate planning: Good news regarding Medi-Cal – Lake County News
Estate planning: Good news regarding Medi-CalLake County NewsThis past weekend I attended a very informative legal education seminar in Sacramento regarding Medi-Cal. It focused on the proposed (draft) Medi-Cal regulations that will eventually implement the dreaded 2005 federal Deficit Reduction Act (DRA) … and more »
March 5, 2011
Public invited to estate planning talk – StandardNet
Public invited to estate planning talkStandardNetBy Standard-Examiner staff SOUTH OGDEN – Estate Planning With a Feminine Touch is planned for 6 pm to 8 pm March 22 at Mount Benedict Monastery, 6000 S.1075 East, South Ogden. The event will feature a presentation by attorney Janice M. Welsh. …
March 5, 2011
Insurance-Policy Bingo – Barron’s
Insurance-Policy BingoBarron’sThe basic rule regarding life insurance in estate planning is that the policy should not be held or controlled by the decedent (the insured). If you own or have any measure of control over it, the proceeds, while payable to your named beneficiaries …
March 5, 2011
Welcome to The Wealth Strategies Report, A Forbes.com Blog – Forbes (blog)
Welcome to The Wealth Strategies Report, A Forbes.com BlogForbes (blog)First, I plan to explore issues of estate planning and taxation, asset protection, and wealth management, basically all of the issues, legal and otherwise, related to estate planning. My second goal is to interact with readers and professionals on …
March 5, 2011
Top 7 Estate Planning Must Do’s – News Channel 7
Top 7 Estate Planning Must Do'sNews Channel 7It's something many of us don't like to think about, but if you don't plan for death you could be leaving your family with a lot more than just emotional stress. "A will expresses your desires, you want to benefit from your estate and who … and more »
March 5, 2011
Retirement Benefits Firm Folds, Bulk of Lawyers Join Drinker Biddle – The Am Law Daily
Retirement Benefits Firm Folds, Bulk of Lawyers Join Drinker BiddleThe Am Law DailyThe Recorder, a sibling publication, reported in June 2009 that former name partners Bradford Cohen and Michael Luftman were leaving the tax and estate planning firm, taking with them three other partners, one of counsel, and an associate. …Drinker adds lawyers in LA, [...]
March 5, 2011
The Limits Of Portability And Other Estate Tax Opportunities And Challenges – Forbes (blog)
Forbes (blog) The Limits Of Portability And Other Estate Tax Opportunities And ChallengesForbes (blog)Professionals in the estate planning community are voicing their concerns about portability. William P. LaPiana wrote in an e-mail, “Portability is good in theory but the more we think about the mechanisms for making it work the less useful it appears. …How [...]