At least three-quarters of the people who come to see me are paying more in fees than they realize. Over the years it could add up to tens of thousands. But there are some things you can do about it. Source: Kiplinger 4 Ways to Help Keep Fees and Taxes From Nibbling Your Nest […]
Cruise Lines Re-Routes Ships West After Hurricane Irma
Some lines have been diverting ships to deliver relief supplies to the most-devastated areas. Meanwhile, the big lines, such as Carnival, Disney and Norwegian, are “rejiggering their schedules,” says Chris Gray Faust, senior editor at CruiseCritic.com. One alternative to sailing the eastern Caribbean is to move upcoming sailings westward. While hugely popular cruise destinations in those eastern […]
Chris Lazarini Examines Unconscionability Claims in Arbitration Clause
Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra: Privacy Policy (Updated: October 8, 2015): hide JD Supra provides users with access to its legal industry publishing services (the “Service”) through its website (the “Website”) as well as through other sources. Our policies with regard […]
A not so special leave – Mercanti v Mercanti [2017] HCA 1
The High Court has recently dismissed an application for special leave to appeal the Western Australian Court of Appeal’s decision in Mercanti v Mercanti [2016] WASCA 206, in respect of a case involving amendments to a family discretionary trust. This brings to an end a series of injunctions, most recently extended in the High Court’s […]
Some Important Factors To Consider Before Creating A Special Needs Trust
A Third-Party Special Needs Trust (also referred to as a “Supplemental Needs Trust”) allows parents or other relatives of a special needs beneficiary to dedicate assets to the beneficiary by gift or inheritance without affecting his or her…By: Cole Schotz Source: JD Supra Some Important Factors To Consider Before Creating A Special Needs Trust
7 Non-Tech Stocks Using Tech to Win
Source: Kiplinger 7 Non-Tech Stocks Using Tech to Win
5 Ways to Ponzi-Proof Your Retirement
Source: Kiplinger 5 Ways to Ponzi-Proof Your Retirement
How to Protect Elderly Loved Ones From Financial Scams
Losses from elder fraud cases cost more than $36 billion each year. Source: Kiplinger How to Protect Elderly Loved Ones From Financial Scams
10 Projects to Help You Live in Your Home Forever
Source: Kiplinger 10 Projects to Help You Live in Your Home Forever
10 Things to Know About Hurricane Insurance Claims
Source: Kiplinger 10 Things to Know About Hurricane Insurance Claims
How To Avoid Storm-Related Scams and Fraud
“Cybercriminals are opportunists and, sadly, events like Harvey and Irma are prime examples of their preying on humanity’s empathy and trust,’’ says Zack Allen, manager of threat operations at security consultant ZeroFox. “People all over the world quickly rushed to their social media accounts to find the best avenues to donate to victims, but these […]
How To Avoid Storm-Related Scams and Fraud
by Gary Strauss, AARP, September 11, 2017|Comments: 0. post disaster scams fallout fraud from hurricane harvey. Getty Images. Consumer experts warn to be …
Every Day is Bitcoin Pizza Day: What Clients and Estate Planners Need to Know about Virtual Currency
The combined value of all of the 867 crypto currencies tracked by CoinMarketCap.com is presently over $161 billion. Only seven years ago, on what is commemorated as “Bitcoin Pizza Day,” Bitcoin, then a new crypto currency, was worth barely anything….By: Murtha Cullina Source: JD Supra Every Day is Bitcoin Pizza Day: What Clients and […]
7 Dividend Stocks Whose Payouts Could Double in 3 Years
Source: Kiplinger 7 Dividend Stocks Whose Payouts Could Double in 3 Years
New Rules for Reverse Mortgages
The government is changing the loan’s insurance costs and reducing how much applicants can borrow–and the window for borrowing under the old rules is closing fast. Source: Kiplinger New Rules for Reverse Mortgages
Small-Business Owners' Biggest Retirement Mistake
After spending a lifetime concentrating on their companies, many small-business owners find themselves in a tough spot near the end of their careers. They’ve neglected planning for succession or a sale. Source: Kiplinger Small-Business Owners’ Biggest Retirement Mistake
Equifax Data Breach – 143 Million U.S. Consumers Affected
Equifax is one of three major consumer credit-reporting agencies, with data on more than 820 million consumers and 81 million businesses worldwide. “Given the kind of data, the potential for financial fraud, and identity theft is quite high,’’ said cybersecurity expert Mark Nunnikhoven of security software firm Trend Micro. Equifax has created a website (equifaxsecurity2017.com) where consumers can […]
Equifax Data Breach – 143 Million U.S. Consumers Affected
Sep 8, 2017 … The AARP Fraud Watch Network can provide more information about identity theft, investment fraud and other scams. To learn more, go…
The North Carolina Uniform Power of Attorney Act: A Practical Introduction for Real Estate Practitioners
Can we all agree that dealing with a power of attorney in North Carolina has long been, at best, a frustrating experience? Well, help is on the way! On July 20, 2017, Governor Cooper signed Senate Bill 569, “An Act to Adopt the Uniform Power of…By: Ward and Smith, P.A. Source: JD Supra The […]
The Equifax Data Breach: What You Should Do
One of the gatekeepers to your most sensitive personal information was hacked, bigtime. Here’s how to protect yourself. Source: Kiplinger The Equifax Data Breach: What You Should Do
After a Hurricane, Beware Flooded Cars for Sale
If you’re buying a used vehicle in an area recently hit by a hurricane, check to make sure it doesn’t have any flood damage. Source: Kiplinger After a Hurricane, Beware Flooded Cars for Sale
7 Dividend Aristocrats to Buy for Growth, Too
Source: Kiplinger 7 Dividend Aristocrats to Buy for Growth, Too
5 Ways to Protect Your Portfolio in a Stock Market Correction
Source: Kiplinger 5 Ways to Protect Your Portfolio in a Stock Market Correction
Berkshire Hathaway Stock: Buy or Sell?
Shares in Warren Buffett’s company are a bargain, but don’t expect too much. Source: Kiplinger Berkshire Hathaway Stock: Buy or Sell?
Tax Diversification: An Untapped Resource for Wealth Over Your Lifetime
Sure, diversifying is a good idea for investors, but unless part of your diversification strategy is based on how your investments are taxed, you could be missing out in retirement. Source: Kiplinger Tax Diversification: An Untapped Resource for Wealth Over Your Lifetime
Wells Fargo Finds More Suspicious Accounts
The company said it is taking steps to make amends and already has paid more than $3.7 million in refunds and credits to customers who’ve gone through the bank’s complaint and mediation process. Victims may receive additional compensation from a $142 million class-action settlement, which was approved by a judge in July. Over the next […]
Court Affirms Summary Judgment In Will Contest Where There Was No Evidence Of Undue Influence
In Estate of Frye, parties filed an application to set aside an order probating a will due to an allegation of undue influence. No. 07-16-00398-CV, 2017 Tex. App. LEXIS 6992 (Tex. App.—Amarillo July 26, 2017, no pet. history)….By: Winstead PC Source: JD Supra Court Affirms Summary Judgment In Will Contest Where There Was No […]
Worst College Majors for Your Career 2017-2018
Source: Kiplinger Worst College Majors for Your Career 2017-2018
Retirees, Schedule an Insurance Audit
Pull out your policies and sharpen your pencil: It’s time to plug the leaks and find stronger, cheaper insurance coverage. Source: Kiplinger Retirees, Schedule an Insurance Audit
4 Must-Dos Before Retirement
I’ve seen too many people get too late a start on these four essential retirement checklist items. Source: Kiplinger 4 Must-Dos Before Retirement
It's Time for the Tax Talk
Don’t ignore the toll taxes can take on your retirement savings. Breaking down your income streams into four “tax buckets” can help clarify your plan. Source: Kiplinger It’s Time for the Tax Talk
Best College Majors for Your Career 2017-2018
Source: Kiplinger Best College Majors for Your Career 2017-2018
Exports Grow but Trade Deficit Rises
Kiplinger’s latest forecast on the direction of the trade deficit. Source: Kiplinger Exports Grow but Trade Deficit Rises
7 Ways Lidl Is Disrupting Supermarket Shopping
Source: Kiplinger 7 Ways Lidl Is Disrupting Supermarket Shopping
How to Land the Job When You're Overqualified
Don’t let too much experience on your resume derail your job search. Source: Kiplinger How to Land the Job When You’re Overqualified
Look! Up in the Sky! It’s Sibling Lawyer!
I’m a sibling lawyer. My career started early, as a middle child, and now continues as a Sacramento-based trust and estate litigation attorney. Most of my clients are grappling with sisters or brothers over the care and finances of aging or deceased…By: Downey Brand LLP Source: JD Supra Look! Up in the Sky! It’s […]
Wealth Management Update – September 2017
September Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts – The September § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.4%, the same…By: Proskauer Rose LLP Source: JD Supra Wealth Management Update – September 2017
7 Best Fidelity Funds for Diversification
Source: Kiplinger 7 Best Fidelity Funds for Diversification
Give Your 401(k) a Midyear Checkup
Now is a good time to review your 401(k) contributions to make sure you’re getting your employer’s full match. Source: Kiplinger Give Your 401(k) a Midyear Checkup
The Price of Good Advice: 3 Ways a Financial Adviser Can Save You Money
It’s always a good idea to know how much you’re paying for financial help, but what might be just important (or more so) is how much you could be saving by getting good advice. Source: Kiplinger The Price of Good Advice: 3 Ways a Financial Adviser Can Save You Money
10 Retirement Stocks to Buy and Hold for Life
Source: Kiplinger 10 Retirement Stocks to Buy and Hold for Life
How to Turn Your Backyard Into a Moneymaker
These tips will evolve your home into a profit center. Source: Kiplinger How to Turn Your Backyard Into a Moneymaker
A 10-Stock DRIP Portfolio to Get Rich Slowly
The simple, yet effective, beauty of dividend reinvestment plans is that they are designed to take the emotion out of investing. A core portfolio featuring these 10 companies can help build wealth while reducing risk. Source: Kiplinger A 10-Stock DRIP Portfolio to Get Rich Slowly
Plan Retirement as Thoroughly as Your Vacation
Source: Kiplinger Plan Retirement as Thoroughly as Your Vacation
When It Pays to Bend Financial Rules
Financial rules of thumb take a lot of the guesswork out of money issues, but one size may not fit all. Source: Kiplinger When It Pays to Bend Financial Rules
How to Find a Home's Claims History
Ask for the seller’s disclosure report to uncover problems that could affect your homeowners premiums. Source: Kiplinger How to Find a Home’s Claims History
Tight Inventory Spurs Prices
Kiplinger’s latest forecast on housing starts and home sales Source: Kiplinger Tight Inventory Spurs Prices
Harvey Likely to Slow Q3 GDP, Push Q4 Up
Kiplinger’s latest forecast for the GDP growth rate Source: Kiplinger Harvey Likely to Slow Q3 GDP, Push Q4 Up
Reverse Mortgages That Work
A path to provide retirees with financial flexibility and security. Source: Kiplinger Reverse Mortgages That Work
Should Automobiles Be Transferred To A Trust?
One of the questions I am often asked by clients is, “Should I transfer my automobiles to my revocable living trust?” I generally advise clients not to transfer their automobiles to their revocable living trust. The primary reason for this advice…By: Dickinson Wright Source: JD Supra Should Automobiles Be Transferred To A Trust?
Court Reverses Finding of Undue Influence
Undue influence occurs when a person’s free will is overpowered and replaced by the will of another. In Missouri, a finding of undue influence generally requires the person who exerted influence to have been in a position of trust, and to have caused…By: Bryan Cave Source: JD Supra Court Reverses Finding of Undue Influence
Helping Women Over 50 Face Their Financial Fears
After hearing too many stories of women who had ignored their finances until they became widows, a publicist and an insurance executive decided to get them talking about it. Source: NYTimes Helping Women Over 50 Face Their Financial Fears
Does a removed trustee have a duty to see to it that the fiduciary reins are assumed by a qualified successor?
A removed trustee retains myriad residual fiduciary duties and liabilities. The most obvious is the duty not to betray the confidences of the entrustment going forward. Less self-evident is the removed trustee’s residual duty to see to it that the…By: Charles E. Rounds, Jr. Source: JD Supra Does a removed trustee have a duty […]
Virginia Supreme Court Issues New Estate Dispute Opinion
Back in June of this year, the Virginia Supreme Court handed down a ruling in an estate dispute case that, while it didn’t particularly break new legal ground, provides a helpful overview of the current state of Virginia law regarding Virginia’s…By: LeClairRyan Source: JD Supra Virginia Supreme Court Issues New Estate Dispute Opinion
What to Do After Inheriting an IRA
Heirs must begin taking withdrawals once they inherit an IRA, but how they choose to make those distributions can have a big impact on their account balance over time. Source: Kiplinger What to Do After Inheriting an IRA
Stop Pushing My Buttons! Family Tensions Can Prevent Forward Planning
All families are emotionally complex systems. But there are ways to defuse the inevitable friction every family experiences, and it all starts with you. Source: Kiplinger Stop Pushing My Buttons! Family Tensions Can Prevent Forward Planning
7 Moves for Retirees to Survive a Market Swoon
Source: Kiplinger 7 Moves for Retirees to Survive a Market Swoon
Job Growth Downshifting but Decent
Kiplinger’s latest forecast on jobs Source: Kiplinger Job Growth Downshifting but Decent
Protect Social Security Number, Avoid Identity Theft
Leave it Home. Never carry your Social Security card — what if your wallet or purse is stolen? The same goes for your Medicare card (which includes your Social), unless you’re seeing a health care provider for the first time. If you like the security of having an ID on you, carry a photocopy of […]
T&E Litigation Newsletter – August 2017
In Passero v. Fitzsimmons et al., No. 16-P-1314, 2017 WL 3567496, (August 17, 2017), the Appeals Court affirmed the lower court’s finding that the defendant trustees committed a breach of trust, as well as the lower court’s order that the trustees be…By: Goulston & Storrs PC Source: JD Supra T&E Litigation Newsletter – August […]
The Importance of Keeping Beneficiary Designations Up-To-Date
The bulk of inheritances left to loved ones are usually not held in bank accounts, cars, and other tangible assets. Rather, they are tied up in retirement accounts (such as an IRA, SEP, 401(k) or 403(b)), life insurance policies, annuities, or…By: Pessin Katz Law, P.A. Source: JD Supra The Importance of Keeping Beneficiary Designations […]
The 3 Best U.S. Stocks to Buy for Big Global Profits
Source: Kiplinger The 3 Best U.S. Stocks to Buy for Big Global Profits
10 Stocks That Every 20-Year-Old Should Buy
Source: Kiplinger 10 Stocks That Every 20-Year-Old Should Buy
Kids Leaving Home? How New Empty Nesters Can Save, Invest
Whether your kids are off to college or to kindergarten, becoming an empty nester could free up a big chunk of money for parents. It could help fund your retirement or pay off your mortgage in half the time. Source: Kiplinger Kids Leaving Home? How New Empty Nesters Can Save, Invest
Does Life Insurance Deserve a Place in Your Retirement Portfolio?
For many people, it could be worth looking into. But make sure you understand the pros and cons, what you’re paying and what you’re getting for that money. Source: Kiplinger Does Life Insurance Deserve a Place in Your Retirement Portfolio?
Donating to Hurricane Harvey Relief Efforts
Plenty of organizations are raising money to help the victims of Hurricane Harvey. Check out these groups before you donate to be sure your gift goes to those who need it — and not to scam artists. Source: Kiplinger Donating to Hurricane Harvey Relief Efforts
Forecast for Fall Foliage Promises Beautiful Views
“It’s the most optimistic forecast I’ve had in a couple of years,” Jim Salge, who tracks annual autumn foliage for Yankee Magazine, told the Associated Press. “The biggest thing that can go wrong with foliage is a really wet couple of weeks leading up. We’ll really need that typical fall weather in New England — warm, […]
Business, Partnership and Estate and Trust Tax Returns and Identity Theft
In Fact Sheet 2017-10 issued by the Internal Revenue Service (“IRS”) on July 25, 2017, “Information on Identity Theft for Business, Partnerships and Estate and Trusts”, the IRS points out that business, partnerships and estate and trust filers are…By: Pessin Katz Law, P.A. Source: JD Supra Business, Partnership and Estate and Trust Tax Returns […]
Seattle’s New Income Tax May Affect Many More People Than Initially Thought, Including People Living Outside the City
When Seattle passed its new income tax on July 10, many Washingtonians took note, but quickly moved on. The tax appeared to apply only to Seattle residents earning more than $250,000 for individuals or $500,000 for married couples, so many simply…By: Stoel Rives LLP Source: JD Supra Seattle’s New Income Tax May Affect Many […]
How Well Do You Really Know Warren Buffett?
Source: Kiplinger How Well Do You Really Know Warren Buffett?
5 Greatest Health-Care Stocks of All Time
Source: Kiplinger 5 Greatest Health-Care Stocks of All Time
Say Goodbye to MyRA, Hello to Roth IRA
The government may be shutting down its investment program, but don’t let that stop you from saving for retirement. There are lots of tax-friendly Roth IRA possibilities, even for those with just $50 a month to spare. Source: Kiplinger Say Goodbye to MyRA, Hello to Roth IRA
It's Time to Flip Your Financial Focus
These 5 often-overlooked issues could make or break your retirement. Source: Kiplinger It’s Time to Flip Your Financial Focus
Orlando and Naples Ranked Amongst Best Cities to Retire
WalletHub also provided rankings on factors important to older Americans. Plano, Texas, for example, has the highest percentage of older people in its workforce, while Los Angeles offers the highest share of recreational and senior centers. Laredo, Texas, has the lowest cost for home health services. In its rankings, SmartAsset focused on a narrower range […]
Court Affirms Arbitration Decision Arising From Trust Dispute
In Saks v. Rogers, a beneficiary of a trust challenged a trial court’s enforcement of an arbitration decision. No. 04-16-00286-CV, 2017 Tex. App. LEXIS 6923 (Tex. App.—San Antonio July 26, 2017, no pet. history)….By: Winstead PC Source: JD Supra Court Affirms Arbitration Decision Arising From Trust Dispute
How A POA Can Change Your Will
The Delaware Supreme Court has just reached a decision that highlights the importance of taking the time to review your estate planning documents each and every year to ensure that the documents still fit, and not inadvertently allowing your…By: Fox Rothschild LLP Source: JD Supra How A POA Can Change Your Will
Who Determines How to Celebrate Your Life and the Disposition of You When You Die?
An often-overlooked step in the estate planning process is determining how you want the world to celebrate your life and determining your final resting place. If not addressed, conflict may occur because different loved ones have different opinions….By: Obermayer Rebmann Maxwell & Hippel LLP Source: JD Supra Who Determines How to Celebrate Your Life […]
4 Funds to Cut Your Risk in a Stock Market Correction
These low-volatility funds can keep your portfolio from getting creamed during the next selloff. Source: Kiplinger 4 Funds to Cut Your Risk in a Stock Market Correction
Give Back to Support Your Hometown
Giving to a community foundation gives donors flexibility on where their financial aid flows and helps them make choices based on their interests. Source: Kiplinger Give Back to Support Your Hometown
10 Tech Stocks Releasing Game-Changing Products
Source: Kiplinger 10 Tech Stocks Releasing Game-Changing Products
Should You Put Your Countdown to Retirement on Hold?
Federal employees have a lot to gain (how’s $10,000 more per year in retirement sound?) by sticking it out until age 66. Source: Kiplinger Should You Put Your Countdown to Retirement on Hold?
Sell Your House Faster With These 6 House Flipping Tactics
Work it like a professional for a quick sale at a great price. Source: Kiplinger Sell Your House Faster With These 6 House Flipping Tactics
3 Greatest Retailer Stocks of All Time
Source: Kiplinger 3 Greatest Retailer Stocks of All Time
$1M in Retirement Savings Lasts 20+ Years in Mississippi
The spread was significant: According to the study, $1 million will run out in less than a dozen years in Hawaii (which has extremely high food and housing costs) but will last more than 26 years in Mississippi (which, not unexpectedly, has exactly the opposite situation). The gap between Hawaii and the second-most-expensive state (California) […]
Amazon Slated to Cut Prices on Whole Foods Groceries – AARP
Other foods that are now cheaper: avocados, kale, baby lettuce, tilapia, almond butter, organic eggs and rotisserie chicken. And the company announced that the cost of more items will be cut soon. Amazon plans to offer the Whole Foods Organic 365 line of generic brand products — along with Whole Paws pet products — through […]
Impostor Scam Tells Victims They Won the Sweepstakes – AARP
“This is just a scheme using the well-known names of Make-A-Wish and the FTC to rob thousands of dollars from people,” the FTC warns on its website. “Once you wire money or send banking information, you will never see your money again.” The agency provides these tips to protect yourself: “If someone asks you to […]
"Your "Baby" is Heading to College – Any Estate Planning Documents Needed?"
While we may know better, an 18 year old college student is generally considered an adult under New York law. Your rights as a parent to make decisions for your child change suddenly when he/she turns age 18. You no longer have complete access to…By: Farrell Fritz, P.C. Source: JD Supra “Your “Baby” is […]
Chris Lazarini Discusses Arbitration Clause's Application to Non-Signatory
Bass, Berry & Sims attorney Chris Lazarini discussed a case involving a Plaintiff’s suit against a broker-dealer involving his deceased mother’s IRA account. Although Plaintiff was a non-signatory to the IRA account agreement, the court enforced the…By: Bass, Berry & Sims PLC Source: JD Supra Chris Lazarini Discusses Arbitration Clause’s Application to Non-Signatory
Tax Court Decides First Micro Captive Case
On August 21, 2017, the Tax Court issued its opinion in two companion cases Benyamin Avrahami and Orna Avrahami v. Commissioner, and Feedback Insurance Company, Ltd. v. Commissioner, 149 T.C. No. 7, holding against the taxpayers in the first section…By: Eversheds Sutherland (US) LLP Source: JD Supra Tax Court Decides First Micro Captive Case
Best Careers Without a College Degree 2017
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Places to Visit – Best Vacation Spots, Travel Destinations – AARP
Avis & Budget Members save up to 25% off base rates, plus get a free upgrade on compact through full-size car class bookings (based on availability). Grand European Travel Members save $100 per person on guided vacations and river cruises, plus receive a free gift. Hilton Hotels Members save up to 10% off the best […]
Court Held That Estate Representative Was Entitled To Discover Documents To Establish A Claim
In In re Cokinos, Boisien & Young, a representative of an estate of a deceased attorney sought documents from a law firm related to an alleged agreement to share fees. No. 05-16-01331-CV, 2017 Tex. App. LEXIS 6911 (Tex. App.—Dallas July 25, 2017,…By: Winstead PC Source: JD Supra Court Held That Estate Representative Was Entitled […]
Car Rental Deals for Trips Down South – AARP
A number of rental car companies have dropped some one-way East Coast rentals to as little as $5 per day. There are some additional fees and taxes, but it’s still a good deal. During a quick search, we found Hertz, Thrifty and Dollar all running specials for weeks in the fall. For example, a three-day rental from Portland, Maine, to […]
Buying a New Car? Check the Resale Value
Even people who hold cars forever should pay attention to this metric. Source: Kiplinger Buying a New Car? Check the Resale Value
Take It or Leave It: The Perilous Decision of Whether to Violate a No Contest Clause
One of the most dramatic areas of California trust and estate litigation is no contest clauses. No contest clauses bring a made-for-tv excitement to the practice of trust and estate law because of the risk of disinheritance. Yet such clauses are…By: Downey Brand LLP Source: JD Supra Take It or Leave It: The Perilous Decision of […]
Removed Corporate Trustee’s Refusal to Turnover Trust Assets to Individual Trustee Was Prudent and Appropriate
One of the most important considerations in creating a trust is selecting the appropriate trustee. Oftentimes this involves determining whether a corporate trustee is appropriate as either the sole trustee or together with one or more individual…By: Farrell Fritz, P.C. Source: JD Supra Removed Corporate Trustee’s Refusal to Turnover Trust Assets to Individual Trustee […]
The Role Of The White Knight In Turning Around A Distressed Cemetery Or Funeral Home
The laws of most states provide a comprehensive regulatory framework governing cemetery and funeral home operations, cemetery and funeral home trusts relating to preneed contracts and cemetery trusts relating to endowment care. Despite these…By: Blank Rome LLP Source: JD Supra The Role Of The White Knight In Turning Around A Distressed Cemetery Or Funeral […]
Best Careers of the Future 2017
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Worst Careers of the Future 2017
Permalink — https://www.youtube.com/watch?v=zdQqGuuXkPw URL of source article. Date — August 18, 2017 9:59 pm Publish date of source article. Source — http://fetchrss.com/rss/59f8bc068a93f840488b4567665197063.xml URL of RSS feed.
Pa. Supreme Court Upholds Trustee Replacement Rules
A recent Pennsylvania Supreme Court case clarified the ability of the beneficiaries of a trust to remove a corporate trustee. In a highly anticipated case, the Court unanimously refused to permit the beneficiaries of an irrevocable trust to remove a…By: Barley Snyder Source: JD Supra Pa. Supreme Court Upholds Trustee Replacement Rules
States Mandating Access to Retirement Savings Plans
But there is a hitch: These attempts are likely to be challenged in court for allegedly violating federal pension laws. According to the Journal, Oregon and other states are hiring lawyers to declare that their plans don’t hold the employer liable if something goes wrong and employees sue. Some experts say the courts may ultimately […]
Who Will Take Care of Your Pet After Your Death?
Have you ever wondered who will take care of your pet after your death? Maryland has a pet trust law allowing owners to set aside funds for their pet’s care and to provide for a care taking system for their pet……By: Pessin Katz Law, P.A. Source: JD Supra Who Will Take Care of Your […]
If It’s Not In The Will, Does It Matter What The Testator Wants?
If you want someone to get your money or property when you die, why don’t you just say so? The case reporters are thick with stories of testators who left money or property to one person with the supposed ‘understanding’ or ‘instruction’ that the…By: Bryan Cave Source: JD Supra If It’s Not In The […]
Best in Law: The Pros and Cons of the No-Contest Clause – Trusts and Wills
No-contest clauses are generally included in trusts and wills in California in an attempt to prevent challenges to an estate plan after death. Originally published in the Press-Enterprise – July 30th, 2017….By: Best Best & Krieger LLP Source: JD Supra Best in Law: The Pros and Cons of the No-Contest Clause – Trusts and […]
New Scam Mimics National Institutes of Health
NIH does dispense grant money to researchers who apply for it to serve a public purpose. But Uncle Sam does not call people out of the blue to give them grants, and the money isn’t for personal use, officials say. “If you get a call like this from someone asking you to pay money to […]
For Me? You Shouldn't Have! – Legal Considerations for Gifting
While usually synonymous with one’s birthday or the holidays, lifetime gifts can also serve an important role in one’s estate planning. In its simplest form, gifting provides for a transfer of wealth and assets from one individual to another. In this…By: Clark Hill PLC Source: JD Supra For Me? You Shouldn’t Have! – Legal […]
10 Facts About the History of Social Security Benefits
In honor of its 82nd anniversary, here are 10 interesting facts about Social Security. (Sign a birthday card to help keep the program strong.) 1. When Social Security legislation was approved in 1935, the minimum monthly benefit was $10 and the maximum was $85. Average monthly benefit check in 2017: $1,323, or about $15,881 a year. For […]
Five Key Questions To Ask When Creating Law Firm Equity Agreements
Successful chief legal execs & law firm partners share legal insights Opinions expressed by Forbes Contributors are their own. Post written by Doug Bend Doug Bend is the Managing Partner at Bend Law Group, PC, a law firm focused on advising small business owners. Shutterstock </div> </div> <p><span>When drafting an equity agreement, partners need to […]
FTC Partners With Phone Carriers to Block Robo-Calls – AARP
Complaints about the calls have been pouring into the FTC — so much so that they are the No. 1 complaint the agency receives. The FTC plans to process your complaint within one business day and immediately turn over information you gathered from the caller to phone carriers and other industry partners. As part of the partnership, the […]
5 Ways to Save on Estate Planning Costs
Estate plans aren’t cheap. But exactly how much you’ll spend depends on a multitude of factors — the complexity of your overall needs, the experience of the attorney involved, and your geographic location, since costs can vary greatly across various regions. This article was written by Tracy Craig, columnist for Money, and was originally published on […]
Iceland Vacation Ideas – Destinations to Visit in Ireland – AARP
Vacation Deals Members save up to $570 on vacation packages at the AARP® Travel Center Powered by Expedia®. Liberty Travel Members receive discounts on select vacation packages and assistance from travel agents. Hotel Discounts Members save at Best Western, Hilton Hotels, La Quinta, Wyndham and more. Source: AARP Travel Iceland Vacation Ideas – Destinations to […]
What to Expect at the Taste of West Cork Food Festival – AARP
The festival, which runs this year from Sept. 8 to 17, is increasingly known as a must-do for foodies, yet it’s also an opportunity for any visitor to dive into local culture in a unique (and tasty) way. Events are spread out through eight islands and 33 towns and villages. They include walking tours and street […]
Employers Slash Retirement Benefits Spending
The retirement cost cuts came as employers shifted from defined benefit retirement plans to defined contribution plans such as 401(k)s. “Beyond the overall increase, there has been a seismic shift that can be characterized as a tale of two benefit programs,” John Bremen, managing director of human capital and benefits for Willis Towers Watson, said […]
Debunking the Top 5 Retire-Myths – Kiplinger
This Kiplinger article was written by Ali Swofford, PhD, CLU, ChFC, President of Swofford Financial in May 2017. You can find Ali’s Kiplinger bio here. Read the full article here. Your ideas on what your life will be like in retirement, how you’ll pay for it, when it will come and how much you’ll spend once […]
Cooking Classes and Cuisine Tours Around the World – AARP
“Today’s travelers are experiential,” says Erik Wolf, executive director of the World Food Travel Association, a nonprofit educational organization whose community of food-focused travel professionals numbers 48,000, according to Wolf — up from 18,000 in 2013. “People want to get out of the bus or the car and actively participate and learn and do.” Epitourean, a Colorado-based […]
3 Small Towns That Are Full of Millionaires
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Best Bank Accounts for Retirement
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Social Security COLA Projected to Rise 2 Percent
It would be the largest increase since 2012, when the COLA rose 3.6 percent. Social Security recipients received no cost-of-living adjustment in 2016 and just 0.3 percent in 2017. If the trustees’ projections are correct, on average, beneficiaries would receive an additional $28 a month. The Medicare Part B standard monthly premium is expected to […]
Total Solar Eclipse Viewing Tips, Where to See Eclipse – AARP
Homestead National Monument, Neb. (eclipse: 1:02 Central Time) Bill Nye the Science Guy leads the cheers on eclipse day at Homestead, which is about 50 miles south of Lincoln. Visitors can make pinhole viewers to safely watch the partial phases of the eclipse. NASA scientists will talk about subjects like space exploration and astronaut training, and another […]
5 Cheap Things to Do With Kids When School Is Out
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Midwest States Best for Adults Near Retirement Age
The top-ranked state is Nebraska, which scored A ratings in financial issues and community quality of life, though it pulled C’s in health care, employment and housing. Runner-up Michigan scored B’s in financial issues and health care, and C’s in the rest. The remainder of the top 10, in order: Minnesota, South Dakota, Wyoming, Tennessee, […]
8% of Multi-Employer Pension Plans At Risk of Defaulting
Rich worked from 2013 to 2016 for the Pension Benefit Guaranty Corp. (PBGC), the federal agency that insures pension plans. He predicted problems in particular for multiemployer plans, in which employers in unionized industries contribute to a single plan. Rich said he expected that close to 8 percent of those plans will default over the […]
Guard Against These 3 Non-Financial Retirement Risks
Point of View: Giving Too Much Money To Adult Children Christine Benz offers ways to deal with excessive giving to adult children, long-term care expenses, and cognitive decline. The Long Term Care Insurance starts in Video from 2:40 to 4:50. By Christine Benz and Jeremy Glaser of Morningstar.com | 07-05-2017 01:00 PM Read Full Article HERE […]
3 Mutual Funds to Play the Recovery in European Stocks
Corporate earnings and European economies are improving, and the stocks are cheap. European stocks, which have lagged their U.S. counterparts dramatically since the bull market began in 2009, are closing the gap. In the first five months of 2017, the MSCI Europe index returned 16.6%—nearly double the return of Standard & Poor’s 500-stock index. See […]
3 Cheapest Places to Live in the U.S.
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2 Essential Paths to a Secure Retirement
Our interactive guide helps you see into your financial future. If you stay on the green path as you move down the page, congratulations, your retirement plan is sound! If you find yourself on the red path, don’t worry — there’s still hope! Just follow the tips in the guide and at aarp.org/retirement to get you back […]
Probate: What You Should Know To Plan Ahead – AARP
This article was published by AARP & New York Life | Original article available here. You may have heard stories about the complexities and confusions after someone passes away: unforeseen costs, delayed access to funds, legal battles with loved ones. But with proper planning and organization, you can ensure that your estate is well protected […]
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