Charlotte, North Carolina Estate Planning Attorney

Another Estate Tax Bill Introduced in the House

Trusts EstatesProf — Fri, 13 Nov 2009 12:00:00 +0000

On Nov. 5, 2009, Representative Kenny Marchant (R-TX) introduced H.R. 4035, which would “amend the Internal Revenue Code of 1986 to allow the estate of a decedent to use the capital loss carryover of the decedent as a deduction against…

Review Your Estate Plan – Lincoln County Record

admin — Fri, 13 Nov 2009 08:09:39 +0000

Lincoln County Record

Review Your Estate Plan
Lincoln County Record
If you are not sure whether these or other events require updating your plan, call your Estate Planning attorney to discuss your situation. …

Health Savings Accounts: Basic Components and Estate Planning Issues

admin — Fri, 13 Nov 2009 07:00:00 +0000

John T. Bannen (partner, Quarles & Brady LLP) and Kristen A. Occhetti (associate, Quarles & Brady LLP) have published their article entitled Health Savings Accounts: The New Asset on the Estate Planners’ Checklist, Prob. and Prop., Nov./Dec. 2009, at 30….

Money Matters: What You May Overlook In Estate Planning – WMUR

" estate planning" - Google News — Thu, 12 Nov 2009 21:05:34 +0000

Money Matters: What You May Overlook In Estate Planning
WMUR
As Fran found out from her lawyer, beneficiary designations can be the trump card of estate planning. The ex-wife will receive the life insurance proceeds. …

How to Increase your Life Insurance and Financial Planning sales with 2010 Tax … – Sun Valley Online.com (press release)

" estate planning" - Google News — Tue, 10 Nov 2009 17:19:43 +0000

How to Increase your Life Insurance and Financial Planning sales with 2010 Tax …
Sun Valley Online.com (press release)
To support the local financial advisor business community, Sellin Advisor Group, InsuranceMarketingSales.com, and the law office of Idaho Estate Planning, …

GETTING PERSONAL: Roths As Tools For Wealth Transfer – Wall Street Journal

" estate planning" - Google News — Tue, 10 Nov 2009 17:05:55 +0000

Business West

GETTING PERSONAL: Roths As Tools For Wealth Transfer
Wall Street Journal
(Arden Dale is a Getting Personal columnist who writes about personal finance; she covers topics including tax and estate planning, retirement, …
Roth IRA conversion may be the ticketMontgomery Advertiser
Roth IRA Conversions 2009-2010istockAnalyst.com (press release)

all 97 news articles »

AXA Warns: Don’t Be Caught Out By Inheritance Tax – Personal Finance and Savings

" estate planning" - Google News — Tue, 10 Nov 2009 15:48:48 +0000

AXA Warns: Don't Be Caught Out By Inheritance Tax
Personal Finance and Savings
Products such as the AXA Isle of Man Estate Planning Bond allow clients to take control of their tax planning during their lifetime rather than place the …

and more »

Wealth Management – Miami Daily Business Review

" estate planning" - Google News — Tue, 10 Nov 2009 13:20:13 +0000

Miami Daily Business Review

Wealth Management
Miami Daily Business Review
Pratt said he's been on a campaign for the last year, talking about estate planning during turbulent times. “With estate planning especially, the goal is to …

What Some Will Do For Money

Trusts EstatesProf — Tue, 10 Nov 2009 12:00:00 +0000

Even if this isn’t a real 911-call, it does illustrate the extent to which some people will go for an extra buck, something estate planners are all too aware of. Special thanks to David S. Luber (Attorney at law, Florida…

Planning for End-of-Life Decisions

Trusts EstatesProf — Tue, 10 Nov 2009 12:00:00 +0000

USA Today has an article emphasizing the importance of making end-of-life decisions before such a situation arises. Among other things, the article points out the need to choose a doctor who will respect a patient’s expressed wishes. See Cathy Lynn…