Executive Summary How do you evaluate the myriad of business opportunities you face every day? Should you speak at that event? Author a book? Attend a strategy summit? As you face an opportunity, or as you seek the opportunities you’d like to pursue, try ranking them according to five critical factors. 1.) Will this opportunity […]
Before the medical community had better understanding of the mechanisms that cause disease, doctors believed certain ailments could originate from imbalances in the stomach. This was called hypochondriasis. (In Ancient Greek, hypochondrium refers to the upper part of the abdomen, the region between the breastbone and the navel.) This concept was rejected as science evolved […]
Raising the red flag on low interest and interest free loans to trusts Over the years, trusts have consistently proved to be a reliable and attractive vehicle for many, offering flexibility and benefits with regard to estate planning, investments, the protection of assets and tax planning. However, the increased use in trusts has led to […]
Jennifer Riel, an adjunct professor at the Rotman School of Management, presents a model way to solve problems: integrative thinking. It’s taking the best from two inadequate options to come up with a successful solution. She gives examples from the film industry to show how CEOs have put the process to work. Riel is the […]
If you’ve ever cringed in a meeting when your direct report was talking, you know how tough it can be to watch a team member undermine themselves. Maybe the person is interrupting colleagues too often. Or being condescending, or even combative. No matter the specific behavior, your employee is clearly rubbing people the wrong way. […]
Executive Summary The online economy — from search to email to social media — is built in large part on the fact that consumers are willing to give away their data in exchange for products that are free and easy to use. But a new working paper, released this week by Lesley Chiou of Occidental College and Catherine Tucker […]
If you wait until the last minute (zero to six days out), you’re likely to shell out more than 20 percent over the average ticket price. “Timing is a big factor in getting a good deal on airfare,” Sarah Gavin, vice president of global communications at Expedia, said in a statement. “People typically know pretty […]
There are a number of types of relief available from the agency: physical business loans to repair or replace disaster-damaged property; economic injury loans to help small businesses meet ordinary and necessary financial obligations; and home business loans to repair or replace disaster-damage real estate and personal property. Loans for physical businesses and economic injury […]
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 […]
In a survey released Tuesday, RewardExpert, a company that helps travelers maximize their mileage and points for travel, looked at 53 top destinations to see which one takes the prize as the greenest big city in the U.S. To make the determination, no plane trips were required. Data was gathered from the U.S. Census Bureau, Alliance […]
Issues and Recent Developments in Art Law 10/05/2017 11:00 AM – 10/05/2017 12:00 PM Program HighlightsPlease join Christie’s and the Locke Lord LLP Art Law Group for an overview of the art market and key legal issues. Thursday, October 5, 201711:00 a.m. – 12:00 p.m. (Eastern)Program will begin promptly at 11:00 a.m.. Please register below […]
The beneficiary of a special needs trust can never control or access trust funds – that is the job of the trustee. A common fear among beneficiaries or their families is that the trustee may not do what’s in the beneficiary’s best interests and that, if this happens, the beneficiary may not be able to […]
My father was ecstatic when he retired from the US Postal Service after 30 years. But it didn’t take long before he began to miss the packlike male bonding he took for granted: group lunches, team projects, water cooler banter. When they were gone, it left a big hole in his life. “Men acquire friends […]
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 […]
Follow me on Twitter @drClaire These days, tattoos are increasingly common. According to a 2015 Harris poll, three in 10 American adults have a tattoo — up from two in 10 in 2012. They are particularly popular in young people; among Millennials, nearly half have a tattoo. In most states, you have to be at […]
Your success at the negotiation table requires a blend of different techniques. Chris Voss, former lead international kidnapping negotiator for the FBI, spent his career navigating high-pressure situations. While most individuals will never be bargaining to save a human life like Voss did, each of us negotiates daily with colleagues, vendors, friends, and family members. […]
A city is never all about one neighborhood, but an old German area in Cincinnati called Over-the-Rhine has managed to turn this town around — encouraging investment and drawing new residents to its gentrified coolness. OTR, as locals call it, is now a vibrant, carefully cultivated 319-acre mix of condos, apartments, restaurants, bars and shops, […]
Age doesn’t matter at Splash Lagoon. From spinning in the new Aqua Tumble to floating down the lazy river, there is plenty to do at this waterpark in Erie, Pa. Splash Lagoon has nine water slides, a wave pool, rope courses and much more. And to prove it’s a park for all ages, there’s Paradise Cove, a secluded whirlpool for adults […]
Many of you have heard of the new Federal estate tax “portability” rule that allows a surviving spouse to effectively inherit any unused federal estate tax exemption of a predeceased spouse. An individual can only use the unused estate tax exemption from his or her “last deceased spouse.” Some married clients conclude that portability means […]
A husband died in 2012, and his estate filed a gift tax return to report a deceased spousal unused exclusion (DSUE) and elected portability. The IRS sent a letter to husband’s estate accepting the estate tax return as filed. Portability allows a surviving spouse or the estate of that surviving spouse to use the unused […]
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 […]
Follow me on Twitter @RobShmerling If you look at photos of President Obama taken before he ran for president and since he left office, you’ll notice a distinct difference: where there used to be only dark brown hair, there is now far more gray than brown. It seems that the stress of running a country […]
An “Echo Dot” device, left, and an “Echo” device stand on display during the U.K. launch event for the Amazon.com Inc. Echo voice-controlled home assistant speaker in London, U.K., on Wednesday, Sept. 14, 2016. The Seattle-based company today announced that its Echo product line will be available in the U.K. and Germany starting in the […]
Close You are leaving AARP.org and going to the website of our trusted provider. The provider’s terms, conditions and policies apply. Please return to AARP.org to learn more about other benefits. Got it! Please don’t show me this again for 90 days. Source: AARP Money Saving and Investing – Mutual Funds, Stocks, Bonds […]
Close You are leaving AARP.org and going to the website of our trusted provider. The provider’s terms, conditions and policies apply. Please return to AARP.org to learn more about other benefits. Got it! Please don’t show me this again for 90 days. Source: AARP Money Credit, Personal Loans & Debt Relief – Reverse […]
Close You are leaving AARP.org and going to the website of our trusted provider. The provider’s terms, conditions and policies apply. Please return to AARP.org to learn more about other benefits. Got it! Please don’t show me this again for 90 days. Source: AARP Money Tax News – Tax Credits, IRS Policies, State […]
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 […]
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 […]
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 […]
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 […]
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 […]
The announcement applies to Floridians in Alachua, Baker, Brevard, Broward, Charlotte, Citrus, Clay, Collier, Columbia, DeSoto, Duval, Flagler, Gilchrist, Glades, Hardee, Hendry, Hernando, Highlands, Hillsborough, Indian River, Lake, Lee, Levy, Manatee, Marion, Martin, Miami-Dade, Monroe, Nassau, Okeechobee, Orange, Osceola, Palm Beach, Pasco, Pinellas, Polk, Putnam, Sarasota, Seminole, St. Johns, St. Lucie, Sumter, Suwannee, Union and […]
Close You are leaving AARP.org and going to the website of our trusted provider. The provider’s terms, conditions and policies apply. Please return to AARP.org to learn more about other benefits. Got it! Please don’t show me this again for 90 days. Source: AARP Money Living On a Budget and Tips to Save […]
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 […]
On September 13, 2017, Governor Chris Christie signed into law New Jersey Assembly Bill A-3433, otherwise known as the Uniform Fiduciary Access to Digital Assets Act (“UFADAA”). The Act becomes effective ninety days after the Governor’s enactment and applies to those persons who are residents of the State of New Jersey or who resided in […]
Experts have started to calculate the inflation adjustments to key estate and gift exemption amounts for 2018. Note that these are not the official figures to be released by the IRS, but should be used as a guide. The IRS will officially release the numbers later this year. For an estate of any decedent dying […]
A blog by definition is a regularly updated website or web page, typically one run by an individual or group, and is written in an informal or conversational style. As with any conversation, there is usually a blend of fact and opinion. In the case of a blog on medical topics, frequently the opinions are […]
The storm and subsequent closings are, of course, a massive blow to the area’s $2.7 billion tourism industry; the island chain is typically abuzz with visitors snorkeling, fishing and dolphin-spotting. Hotels are reimbursing visitors who’ve already paid for rooms, according to Ashley Serrate, a representative from the Keys’ Tourism Development Council. The businesses here have […]
But even if Harry’s Supreme Formula HGH and Youthful Vigor HGH actually contained human growth hormone, consider this bit of knowledge: When taken in pill form—and not injected—real HGH is degraded by enzymes in the intestines before it can reach the bloodstream, rendering it useless, says Marc R. Blackman, M.D., of the National Center for […]
Do you care who will receive your assets upon your death? Do you have a minor child or children and want to have a say in who takes care of them if something happens to you? Do you care who will take care of you if you become incapacitated? Are you interested in minimizing taxes […]
When you have a negative emotion, are you upset or disappointed in yourself? Do you feel “bad” or “guilty” about this emotion? If so, you may be at risk for poorer longer-term psychological health. A study in the July 2017 Journal of Personality and Social Psychology looked at the psychological health of people who accept, […]
This assistance can be especially important for those who lacked flood insurance when the disaster struck. A poll by the Insurance Information Institute found that only 12 percent of U.S. homeowners had a flood insurance policy in 2016, down 2 percent from the previous year. Homeowners and renters who hold standard insurance policies are covered […]
New Jersey is one of two states that impose both an inheritance tax and a State estate tax upon death (Maryland is the other state). According to a bill signed into law by Governor Chris Christie in October 2016, the estate tax exemption amount in New Jersey is $2 million for individuals dying in 2017, […]
Reprinted from Probate Law Journal of Ohio, with permission of Thomson Reuters. Copyright © 2017 Years after the initial enactment of the Ohio Trust Code and articles published in this journal1 the Tenth District Ohio Court of Appeals in Zook, et al. v. JP Morgan Chase Bank National Association, et al., 10th Dist. No. 15AP-751, 2017-Ohio-838, […]
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 […]
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 […]
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 […]
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
“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 […]
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 […]
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 […]
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 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 […]
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 […]
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 […]
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
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?
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
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
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 […]
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
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 […]
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 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 […]
“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, […]
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 […]
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 […]
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 […]
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
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
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 […]
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 […]
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) […]
“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 […]
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 […]
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
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
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 […]
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 […]
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 […]
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 […]
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 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 […]
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
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 […]
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 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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
“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 […]
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 […]
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 […]
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, […]
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 […]
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 […]
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 […]
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 […]
Successful chief legal execs & law firm partners share legal insights Opinions expressed by Forbes Contributors are their own. Post written by Doug Bend Doug is the founder of Bend Law Group, PC, a law firm focused on advising small businesses and startups. Shutterstock </div> </div> <p>If done correctly, selling your business, just like selling […]
The study, by Washington, D.C.-based real estate research firm CoStar Group, looked at data from 17 major real estate markets. CoStar found that over the past seven years, 80 percent of people 55 and older who’ve moved to another home stayed within their county or state. As a result, a rising number of boomer retirees […]
“Retirement planning can sometimes leave people anxious, confused or even paralyzed,” said Debra Whitman, AARP executive vice president and chief public policy officer. “This campaign will break down retirement savings into easy, actionable steps for all Americans.” AceYourRetirement.org features a digital retirement coach named Avo, a chatbot that will ask the user questions about their […]
Chair of Stevens & Lee’s Energy, Communications and Public Utility Group and creator of The Connection College. Shutterstock </div> </div> <p>Attorneys are now using SMS (short message service) to communicate with clients and prospects. Before you start thinking that lawyers are on the cusp of a cutting-edge communications style, let me remind you that SMS is […]
Shutterstock Despite some misconceptions, using bitcoin or other cryptocurrencies for asset protection in connection with offshore planning may be an effective strategy. A crucial facet to using foreign trusts to protect wealth is ensuring that the trustee and trust assets remain outside of any jurisdiction where the grantor might be sued. Some U.S. states may […]
This Kiplinger article was written in May 2017 byBarbara Shapiro, President of HMS Financial Group. You can find Barbara’s Kiplinger bio here. Read the full article here. Forget finances, you’ll never be ready to retire unless you’ve thought through exactly what you want your next chapter to be like. Historically, people retired when they reached […]
Some children don’t want to hear about it, and others want to know more than their parents would like to divulge. Source: NYTimes How the Wealthy Talk to Their Children About Money
Great video resource from the Wall Street Journal & MarketWatch on the reasons why an estate plan is so critical to your family’s essential needs. Originally posted on July 13th, 2016, here is what Andrea Coombes, a columnist for MarketWatch reports on getting your estate plans in order. Do You Have An Estate Plan? You […]
Christine Benz, Director of Personal Finance on Morningstar.com discusses how choosing an attorney, designating helpful individuals, and drafting documents now can provide peace of mind for you and your loved ones. By Christine Benz of Morningstar.com | 05-17-2017 04:00 PM Read Full Article HERE Video Transcript: Christine Benz: Hi, I’m Christine Benz for Morningstar.com. Estate planning […]
Christine Benz, Director of Personal Finance on Morningstar.com discusses how job loss, the death of a spouse, and divorce can derail retirement, but a sound financial plan can help, says Baird’s Tim Steffen. By Christine Benz on Morningstar.com | 05-04-2017 11:00 AM Video Transcript: Christine Benz: Hi, I’m Christine Benz for Morningstar.com. As retirement approaches, even the […]
Without a clear, updated estate plan, there can be chaos after an accident or a death. Here’s how to avoid common problems. Source: NYTimes Wills Can Avert Family Warfare, but Have Their Own Hidden Traps
We are thrilled to help you prepare for that extremely important task of gathering information for your first Estate Planning consultation. Family Tree Planning offers a FREE service in all of Arizona, call (602) 795-8000 to schedule an initial consultation with one of our expert Estate Planning Consultants. Here are a few helpful tips that you […]
The Great Recession of the mid-2000s forced us to view economics, banking, wealth and security in new ways. The concept of asset protection, already a growing area, saw an explosion in popularity, which has given rise to an ever-evolving cat and mouse game between creditors and debtors and their respective advisors. Meanwhile, distrust in banks […]
Successful chief legal execs & law firm partners share legal insights Opinions expressed by Forbes Contributors are their own. Post written by Forbes Legal Council Experienced chief legal officers & law firm partners from Forbes Legal Council offer firsthand insights on legal issues. From top left to right: Doug Bend, Joshua Lenon, Lawrence Buckfire, Linda […]
Successful chief legal execs & law firm partners share legal insights Opinions expressed by Forbes Contributors are their own. Post written by Forbes Legal Council Experienced chief legal officers & law firm partners from Forbes Legal Council offer firsthand insights on legal issues. From top left to right: Matthew Digesti, Peter Minton, James Goodnow, Anthony […]
As a business owner, it’s easy to want to sign off on every last document that comes across your desk. But scanning through contracts and agreements that affect your own business could cause you to have a narrow view — focusing too much on the little details and not enough on the important details. Below, […]
Bringing his expertise to the practice of residential, church and commercial insurance law in the Houston area. The Voss Law Firm, P.C. <p><strong>2. They’ll be your guide through the process. </strong>When you hire an attorney to help you with your claim, he or she should be there to answer all of your questions, provide you with […]
Doug Bend is the founder of Bend Law Group, a law firm focused on advising small businesses and startups. <p><strong>3. Research the company’s financial history. </strong></p> <p>Have a CPA "kick the financial tires" of the business to make sure the purchase price is supported by the company’s revenue and expenses. A solid CPA can not only help you determine […]
Many Americans don’t have wills, but should. You can do it yourself online, but consulting a lawyer is often a safer bet. Source: NYTimes Why You Should Get Around to Drawing Up a Will
Successful chief legal execs & law firm partners share legal insights Opinions expressed by Forbes Contributors are their own. Post written by Forbes Legal Council Experienced chief legal officers & law firm partners from Forbes Legal Council offer firsthand insights on legal issues. From top left to right: David Nied, Brian Igel, Victor Cardona, Doug […]
Preparing for the death of a spouse or partner and its ramifications may be an unhappy task, but doing so can ease some avoidable financial sorrows. Source: NYTimes Death Is Inevitable. Financial Turmoil Afterward Isn’t.
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