Skip to contentYour Estate Plan Ruined My RetirementWealthManagement.comWe would like to first apologize for such a strong title, but unfortunately, we've seen at least a dozen situations in the past year in which changes made to existing variable annuities during the estate-planning process have negatively impacted …
YOUR PRACTICE-Who is family when it comes to estate planning?Reuters"It's almost like an 'aha' moment when they start to think about estate planning," says Roger Hobby, president of Wilmington Trust's northeast division. When a matriarch and patriarch come into his office to talk about their money, one of the first … and more »
Estate Planning Dangers to AvoidFinancial-Planning.comFor high-net-worth families, estate plans are rarely simple. Relationships may be complicated, and estate and tax laws change over the years. As a result, plans usually become more involved over time. Even if they are filled with features that made …
End-of-Life Planning Mistakes to AvoidFinancial-Planning.com"If a client really wants to keep their cards [close] to their vest, I can't force them to talk to their family members, but I can encourage them to at least visit an attorney to complete their estate planning documents." Maggie Kirchhoff, vice …
Lisa Klammer plans to run for Lake County Probate Court judgeNews-Herald.comMentor Prosecutor Lisa Klammer announced Tuesday she has taken out candidacy petitions from the Lake County Elections Board to seek the Democratic Party's nomination to run in 2014 for Lake County Probate Court judge. Klammer aims to follow in the … and more »
Lisa Klammer pulls candidacy petitions to run for Lake County Probate Court judgeNews-Herald.comMentor Prosecutor Lisa Klammer announced Tuesday she has taken out candidacy petitions from the Lake County Elections Board to seek the Democratic Party's nomination to run in 2014 for Lake County Probate Court judge. Klammer aims to follow in the …
Program created to better acquire probate bondsPhilly.comDOYLESTOWN Bucks County has created a program to help people more quickly acquire probate bonds when they are administering or executing someone's estate. Probate bonds protect against fraud and other kinds of misuse of a deceased person's …
Are Affluent Households Up on Estate Planning Basics?Millionaire CornerLess than one-fourth of Millionaire and Main Street investors have received advice from the financial advisor about estate planning basics, according to new wealth level studies conducted by Spectrem's Millionaire Corner. Twenty-three percent of …
Letter: Wexler Fits the Bill for Probate JudgePatch.comWhen Lisa Wexler told me that she was running for Westport/Weston Probate Court Judge, I immediately volunteered to work on her campaign. It did not matter to me who else was running. There is no better candidate. Lisa fits the bill! I have known Lisa …Letter: Wexler Gets … Read more
Estate planning basics is workshop topicThe Livingston County NewsMUMFORD — Genesee Country Village and Museum, 1410 Flint Hill Rd., will host a presentation Nov. 7 that will acquaint participants with the basic building blocks of sound estate planning. “Estate Planning: The Basics” will include a discussion of …