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187 results on '"Estate planning -- Planning"'

1. Discussing Financial Gifts With Family

Subjects
Cerulli Associates -- Planning, Family, Estate planning -- Planning, Company business planning
Abstract

From the Editor Discussing Financial Gifts With Family LISA GERSTNER, EDITOR (mailto:LISA.GERSTNER@FUTURENET.COM) LISA.GERSTNER@FUTURENET.COM HAVE you heard about the Great Wealth Transfer? Through 2045, an estimated $84 trillion in assets will [...]

Published
2024

2. Experts urge early estate planning to avoid costly mistakes

Subjects
Personal finance -- Planning, Estate planning -- Planning, Company business planning, Business, Business, regional
Abstract

Byline: Christine Tobar Estate planning is often delayed until it's too late, but legal and financial experts say early preparation can prevent costly mistakes, protect assets, and reduce family conflict. [...]

Published
2024

3. Does Your Estate Plan Protect Your Loved Ones From Themselves?

Subjects
Personal finance -- Planning, Financial planners -- Planning, Estate planning -- Planning, Company business planning, General interest
Abstract

Many clients look at their assets and think, “I really don’t have that much. My estate plan can be very simple.” However, you have worked a lifetime and likely hope [...]

Published
2024

4. New Jersey Estate Planning Attorney Christine Matus Releases Article on Planning for Adults with Special Needs

Subjects
Personal finance -- Planning, Attorneys -- Planning, Estate planning -- Planning, Adults -- Planning, Company business planning, Business, Business, international
Abstract

M2 PRESSWIRE-January 10, 2025-: New Jersey Estate Planning Attorney Christine Matus Releases Article on Planning for Adults with Special Needs (C)1994-2025 M2 COMMUNICATIONS RDATE:09012025 New Jersey estate planning attorney Christine [...]

Published
2025

5. New Jersey Special Needs Trust Attorney Christine Matus Discusses How Divorce Impacts Special Needs Estate Planning

Subjects
Personal finance -- Planning, Children of divorced parents -- Planning, Divorce, Attorneys -- Planning, Estate planning -- Planning, Company business planning, Business, Business, international
Abstract

M2 PRESSWIRE-January 7, 2025-: New Jersey Special Needs Trust Attorney Christine Matus Discusses How Divorce Impacts Special Needs Estate Planning (C)1994-2025 M2 COMMUNICATIONS RDATE:06012025 New Jersey special needs trust attorney [...]

Published
2025

6. Trustate Revolutionizes Estate Planning with the Launch of Game-Changing Estate Planning Documents

Subjects
Personal finance -- Planning, Real estate management -- Planning, Estate planning -- Planning, Company business planning, General interest, News, opinion and commentary
Abstract

TAMPA: TRUSTATE has issued the following news release: Trustate, the trailblazing leader in trusts and estates management, is thrilled to announce a groundbreaking expansion to its already industry-defining software. Trustate [...]

Published
2024

7. Financial Expert Brandon Prettyman to Deliver Keynote Speech on Structuring Life Insurance for Estate Planning

Subjects
Life insurance -- Planning, Personal finance -- Planning, Financial services industry -- Planning, Estate planning -- Planning, Company business planning, Financial services industry, Business, News, opinion and commentary
Abstract

Brandon Prettyman, a 15-year veteran in the financial services industry, is set to inspire and educate leaders in the life insurance and financial sectors with an impactful speech in the [...]

Published
2024

8. New Jersey Estate Planning Lawyer Christine Matus Discusses Business Succession Planning in Recent Article

Subjects
Personal finance -- Planning, Succession planning (Business), Attorneys -- Planning, Estate planning -- Planning, Business owners -- Planning, Company business planning, Business, Business, international
Abstract

M2 PRESSWIRE-October 29, 2024-: New Jersey Estate Planning Lawyer Christine Matus Discusses Business Succession Planning in Recent Article (C)1994-2024 M2 COMMUNICATIONS RDATE:28102024 New Jersey estate planning lawyer Christine Matus (https://matuslaw.com/a-brief-introduction-to-business-succession-planning/) [...]

Published
2024

9. From Estate Planning to Litigation: Mid-Michigan Legal & Consulting Provides a Full Spectrum of Legal Services

Subjects
Actions and defenses, Legal services -- Planning, Estate planning -- Planning, Mediation, Registered nurses -- Planning, Legal services, Company business planning, Lawsuit/litigation, Business, Business, international
Abstract

M2 PRESSWIRE-September 24, 2024-: From Estate Planning to Litigation: Mid-Michigan Legal & Consulting Provides a Full Spectrum of Legal Services (C)1994-2024 M2 COMMUNICATIONS RDATE:24092024 Mid-Michigan Legal & Consulting, a leading [...]

Published
2024

10. The future of asset protection is now | Viewpoint

Subjects
Personal finance -- Planning, Estate planning -- Planning, Company business planning, Business, Business, regional, Buffalo Bills -- Planning
Abstract

Byline: Special to the RBJ With a massive hole in the ground and construction well underway for a shiny new Buffalo Bills stadium, personal asset protection and estate planning may [...]

Published
2023

11. The Tortured Estates Department: 13 Estate Planning Insights Inspired By Song Titles From Taylor Swift's Album 'The Tortured Poets Department.'

Subjects
Personal finance -- Planning, Poets -- Planning, Estate planning -- Planning, Company business planning, Business, international
Abstract

As a female, millennial estate planning attorney, I'm passionate about two things: (1) helping clients implement an estate plan to preserve, safeguard, and transfer their wealth, and (2) Taylor Swift. [...]

Published
2024

12. How to Help Clients Transcend Indecision And Move Toward Action

Subjects
Estate planning -- Planning, Company business planning, Business, general
Abstract

Byline: Cathy Carroll What do these client questions have in common? * Should we reveal our estate plan to our children or conceal it? * Should we keep our estate [...]

Published
2024

13. ESTATE PLANNING WEBINAR PROVIDES FREE RESOURCES FOR WOMEN AT EVERY AGE AND LIFE STAGE

Subjects
Societies, Personal finance -- Planning, Estate planning -- Planning, Associations, institutions, etc., Company business planning, News, opinion and commentary
Abstract

DALLAS, TX -- The following information was released by the American Heart Association (AHA): American Heart Association education opportunity will provide insight, tools and resources to help financially plan a [...]

Published
2024

14. Locals livid over 'no sense' new housing estate plan near school; They say the school should be extended instead to help cope with the already growing number of houses in the village

Subjects
Warwickshire County, England. County Council -- Planning, County councils, Housing development -- Planning, Estate planning -- Planning, Company business planning, General interest, News, opinion and commentary
Abstract

Byline: By, Claire Harrison Dozens of residents have raised objections over plans to build more houses in Bulkington. Proposals for a 30 home new estate were revealed by Warwickshire Property [...]

Published
2024

15. Estate Planning Attorney Seth Schlessel Announces Expansion of Service Area to Roslyn Neighborhoods

Subjects
Attorneys -- Planning, Estate planning -- Planning, Company business planning, Company service introduction, Business, Business, international
Abstract

M2 PRESSWIRE-April 5, 2024-: Estate Planning Attorney Seth Schlessel Announces Expansion of Service Area to Roslyn Neighborhoods (C)1994-2024 M2 COMMUNICATIONS RDATE:04042024 Estate planning attorney Seth Schlessel of Schlessel Law PLLC [...]

Published
2024

17. Campaigners celebrate as Cheshire East blocks controversial housing estate plan; Cheshire East's strategic planning board was unanimous in turning down the application

Subjects
Strategic planning (Business), Housing development -- Planning, Estate planning -- Planning, Company business planning, General interest, News, opinion and commentary
Abstract

Byline: By, Belinda Ryan Campaigners celebrating after Cheshire East refused an application to build up to 225 homes on a Knutsford wildlife site said the decision was a 'victory for [...]

Published
2023

18. Campaigners celebrate as Cheshire East blocks controversial housing estate plan; Cheshire East's strategic planning board was unanimous in turning down the application

Subjects
Strategic planning (Business), Housing development -- Planning, Estate planning -- Planning, Company business planning, General interest, News, opinion and commentary
Abstract

Byline: By, Belinda Ryan Campaigners celebrating after Cheshire East refused an application to build up to 225 homes on a Knutsford wildlife site said the decision was a 'victory for [...]

Published
2023

19. Campaigners celebrate as Cheshire East blocks controversial housing estate plan; Cheshire East's strategic planning board was unanimous in turning down the application

Subjects
Strategic planning (Business), Housing development -- Planning, Estate planning -- Planning, Company business planning, General interest, News, opinion and commentary
Abstract

Byline: By, Belinda Ryan Campaigners celebrating after Cheshire East refused an application to build up to 225 homes on a Knutsford wildlife site said the decision was a 'victory for [...]

Published
2023

20. Erie Insurance's corporate venture capital arm announces three new investments

Subjects
Estate planning -- Planning, Venture capital, Investment companies -- Planning, Pets, Investments -- Planning, Company business planning, Venture capital, Business, international
Abstract

Erie Strategic Ventures, the venture capital arm of Erie Insurance, has announced investments in three new portfolio companies: Wagmo, Roots Automation, and Trust & Will. The investments support startups in [...]

Published
2024

21. Wealth And Estate Planning Resolutions For The New Year

Subjects
Personal finance -- Planning, Estate planning -- Planning, Company business planning, Business, international
Abstract

As you embark on a new year filled with possibilities, consider prioritizing resolutions that ensure lasting financial security and peace of mind for you and your loved ones. Take these [...]

Published
2024

22. Atlanta Living Trust Lawyer Trace Brooks Releases Insightful Article on Revocable Living Trusts in Georgia

Subjects
Personal finance -- Planning, Estate planning -- Planning, Company business planning, Business, Business, international
Abstract

M2 PRESSWIRE-January 4, 2024-: Atlanta Living Trust Lawyer Trace Brooks Releases Insightful Article on Revocable Living Trusts in Georgia (C)1994-2024 M2 COMMUNICATIONS RDATE:03012024 Atlanta living trust lawyer Trace Brooks (https://www.tracebrookslaw.com/benefits-of-a-revocable-living-trust-in-georgia/) [...]

Published
2024

23. Estate planning to protect the rights of daughters

Subjects
Estate planning -- Planning, Company business planning, Law
Abstract

Byline: Aditi Prabhu Recently, it was reported that billionaire Mukesh Ambani carved out definite roles for each of his three children at the annual general meeting of his $220 billion [...]

Published
2022

24. 3 Reasons To Add Estate Planning To Your Holiday Checklist

Subjects
Personal finance -- Planning, Estate planning -- Planning, Company business planning, Business, international
Abstract

For lawyers in the estate planning practice, the holiday season is often our busiest time of the year - for good reason! If you have not considered estate planning yet [...]

Published
2023

25. Estate Planning Attorney Seth Schlessel Plans Service Area Expansion in Port Washington Neighborhoods

Subjects
Personal finance -- Planning, Attorneys -- Planning, Estate planning -- Planning, Company business planning, Business, Business, international
Abstract

M2 PRESSWIRE-November 27, 2023-: Estate Planning Attorney Seth Schlessel Plans Service Area Expansion in Port Washington Neighborhoods (C)1994-2023 M2 COMMUNICATIONS RDATE:24112023 Seth Schlessel, a respected estate planning attorney, has announced [...]

Published
2023

26. Preparing your estate for the future: A guide to organising your affairs

Subjects
Personal finance -- Planning, Estate planning -- Planning, Company business planning, Business, international
Abstract

The Importance of Proactive Estate Planning Grieving the loss of a family member can be an emotionally challenging experience. During this difficult time, it's common to prioritise healing and emotional [...]

Published
2023

27. New Hyde Park Estate Planning Attorney Seth Schlessel Announces Service Area Expansion into New Hyde Park

Subjects
Attorneys -- Planning, Estate planning -- Planning, Company business planning, Company service introduction, Business, Business, international
Abstract

M2 PRESSWIRE-October 25, 2023-: New Hyde Park Estate Planning Attorney Seth Schlessel Announces Service Area Expansion into New Hyde Park (C)1994-2023 M2 COMMUNICATIONS RDATE:24102023 New Hyde Park estate planning attorney [...]

Published
2023

28. Red Bank Estate Planning Attorney Christine Matus Announces Service Area Expansion in Red Bank Neighborhoods

Subjects
Attorneys -- Planning, Estate planning -- Planning, Company business planning, Company service introduction, Business, Business, international
Abstract

M2 PRESSWIRE-October 25, 2023-: Red Bank Estate Planning Attorney Christine Matus Announces Service Area Expansion in Red Bank Neighborhoods (C)1994-2023 M2 COMMUNICATIONS RDATE:24102023 Red Bank estate planning attorney Christine Matus, [...]

Published
2023

29. Four Strategies for Donating a Home to Charity

Subjects
Personal finance -- Planning, Estate planning -- Planning, Charities, Company business planning, Business, general
Abstract

Byline: Randy A. Fox A Money & Family study found that two-thirds (68%) of homeowners plan to leave a home or property to heirs, especially if one of the adult [...]

Published
2023

30. Brick Township Estate Planning Attorney Christine Matus Announces Expansion of Service Area in Brick Township

Subjects
Attorneys -- Planning, Estate planning -- Planning, Company business planning, Company service introduction, Business, Business, international
Abstract

M2 PRESSWIRE-September 26, 2023-: Brick Township Estate Planning Attorney Christine Matus Announces Expansion of Service Area in Brick Township (C)1994-2023 M2 COMMUNICATIONS RDATE:25092023 Brick Township, a charming coastal town in [...]

Published
2023

31. Beachwood Estate Planning Attorney Christine Matus Announces Service Area Expansion to New Beachwood Neighborhoods

Subjects
Attorneys -- Planning, Estate planning -- Planning, Company business planning, Company service introduction, Business, Business, international
Abstract

M2 PRESSWIRE-September 18, 2023-: Beachwood Estate Planning Attorney Christine Matus Announces Service Area Expansion to New Beachwood Neighborhoods (C)1994-2023 M2 COMMUNICATIONS RDATE:15092023 Beachwood, a jewel of New Jersey, is about [...]

Published
2023

32. New Jersey Estate Planning Attorney Christine Matus Releases Informative Article on Updating Estate Plans

Subjects
Personal finance -- Planning, Attorneys -- Planning, Estate planning -- Planning, Company business planning, Business, Business, international
Abstract

M2 PRESSWIRE-July 13, 2023-: New Jersey Estate Planning Attorney Christine Matus Releases Informative Article on Updating Estate Plans (C)1994-2023 M2 COMMUNICATIONS RDATE:12072023 New Jersey Estate Planning Attorney Christine Matus Releases [...]

Published
2023

33. MILITARY ESTATE PLANNING FOR SPECIAL NEEDS WEBINAR OFFERED JULY 6 ONEOP PROGRAM FOR PROFESSIONALS SERVING MILITARY FAMILIES

Subjects
Military personnel -- Planning, Personal finance -- Planning, Family, Estate planning -- Planning, Company business planning, News, opinion and commentary
Abstract

COLLEGE STATION, TX -- The following information was released by the Texas AgriLife Extension Service: The Texas AandM AgriLife Extension Service and OneOp will offer 'The How and Why of [...]

Published
2023

34. GoodTrust Now Offers Revocable Trust And One Affordable Price To Create Entire Estate Plan

Subjects
Personal finance -- Planning, Estate planning -- Planning, Company business planning, Business, News, opinion and commentary
Abstract

A complete estate plan verified by attorneys - Will-based or Trust-based - plus all important directives for the entire family now available for $149. Updated Digital Vault ensures easy and [...]

Published
2023

35. Estate planning: Where do I begin?

Subjects
Estate planning -- Planning, Estate tax, Company business planning, Agricultural industry, Business, regional
Abstract

Byline: Curt Ferguson Everyone has at least a vague notion of what 'estate planning' means. But if you were asked to define it, the notion is probably pretty fuzzy. What [...]

Published
2021

36. Estate planning: Where do I begin?

Subjects
Estate planning -- Planning, Estate tax, Company business planning, Agricultural industry
Abstract

Byline: Curt Ferguson Everyone has at least a vague notion of what 'estate planning' means. But if you were asked to define it, the notion is probably pretty fuzzy. What [...]

Published
2021

37. Estate planning: Where do I begin?

Subjects
Estate planning -- Planning, Estate tax, Company business planning, Agricultural industry
Abstract

Byline: Curt Ferguson Everyone has at least a vague notion of what 'estate planning' means. But if you were asked to define it, the notion is probably pretty fuzzy. What [...]

Published
2021

38. Estate planning: Where do I begin?

Subjects
Estate planning -- Planning, Estate tax, Company business planning, Agricultural industry
Abstract

Byline: Curt Ferguson Everyone has at least a vague notion of what 'estate planning' means. But if you were asked to define it, the notion is probably pretty fuzzy. What [...]

Published
2021

39. Estate planning: Where do I begin?

Subjects
Estate planning -- Planning, Estate tax, Company business planning, Agricultural industry, Business, regional
Abstract

Byline: Curt Ferguson Everyone has at least a vague notion of what 'estate planning' means. But if you were asked to define it, the notion is probably pretty fuzzy. What [...]

Published
2021

40. Estate planning: Where do I begin?

Subjects
Estate planning -- Planning, Estate tax, Company business planning, Agricultural industry
Abstract

Byline: Curt Ferguson Everyone has at least a vague notion of what 'estate planning' means. But if you were asked to define it, the notion is probably pretty fuzzy. What [...]

Published
2021

41. Epilogue Introduces Online Wills Service in Manitoba

Subjects
Online services -- Planning, Estate planning -- Planning, Estate tax, Cable television/data services, Company business planning, Company business management, Online services, Arts and entertainment industries
Abstract

Epilogue reported its availability in Manitoba, the fifth province to gain access to Epilogue's platform along with Ontario, British Columbia, Alberta, and Saskatchewan. According to a media release, Epilogue plans [...]

Published
2021

42. Promissory notes in succession planning

Subjects
Agricultural machinery -- Planning, Succession planning (Business), Estate planning -- Planning, Farm equipment -- Planning, Company business planning, Agricultural industry
Abstract

Byline: Mark Balzarini A promissory note is another great tool in planning for farm and estate succession. We use these in many plans to provide options for transferring farm equipment, [...]

Published
2021

43. Promissory notes in succession planning

Subjects
Agricultural machinery -- Planning, Succession planning (Business), Estate planning -- Planning, Farm equipment -- Planning, Company business planning, Agricultural industry, Business, regional
Abstract

Byline: Mark Balzarini A promissory note is another great tool in planning for farm and estate succession. We use these in many plans to provide options for transferring farm equipment, [...]

Published
2021

44. Promissory notes in succession planning

Subjects
Agricultural machinery -- Planning, Succession planning (Business), Estate planning -- Planning, Farm equipment -- Planning, Company business planning, Agricultural industry
Abstract

Byline: Mark Balzarini A promissory note is another great tool in planning for farm and estate succession. We use these in many plans to provide options for transferring farm equipment, [...]

Published
2021

45. Promissory notes in succession planning

Subjects
Agricultural machinery -- Planning, Succession planning (Business), Estate planning -- Planning, Farm equipment -- Planning, Company business planning, Agricultural industry
Abstract

Byline: Mark Balzarini A promissory note is another great tool in planning for farm and estate succession. We use these in many plans to provide options for transferring farm equipment, [...]

Published
2021

46. Promissory notes in succession planning

Subjects
Agricultural machinery -- Planning, Succession planning (Business), Estate planning -- Planning, Farm equipment -- Planning, Company business planning, Agricultural industry, Business, regional
Abstract

Byline: Mark Balzarini A promissory note is another great tool in planning for farm and estate succession. We use these in many plans to provide options for transferring farm equipment, [...]

Published
2021

47. Promissory notes in succession planning

Subjects
Agricultural machinery -- Planning, Succession planning (Business), Estate planning -- Planning, Farm equipment -- Planning, Company business planning, Agricultural industry
Abstract

Byline: Mark Balzarini A promissory note is another great tool in planning for farm and estate succession. We use these in many plans to provide options for transferring farm equipment, [...]

Published
2021

48. 3 Times You Should Revisit Your Estate Plan

Subjects
Personal finance -- Planning, Estate planning -- Planning, Company business planning, General interest, News, opinion and commentary
Abstract

NEW ALBANY: CLLB Law has issued the following news release: Make provisions for business transitions and property ownership transfers as you amass wealth. This is critical as making such plans [...]

Published
2022

49. 3 Times You Should Revisit Your Estate Plan

Subjects
Personal finance -- Planning, Estate planning -- Planning, Company business planning, Business, News, opinion and commentary
Abstract

Attorney Gary Banet ofCLLB Law shares the most opportune times to polish your estate plans. NEW ALBANY, Ind., Nov. 22, 2022 /PRNewswire/ -- Make provisions for business transitions and property [...]

Published
2022

50. Naples Estate Planning Attorney Harnesses the Power of Pickleball

Subjects
Personal finance -- Planning, Law firms -- Planning, Estate planning -- Planning, Company business planning, General interest, News, opinion and commentary
Abstract

NAPLES: Nici Law Firm has issued the following news release: James Nici, a top estate planning attorney in Naples, FL and a US Open Pickleball Champion, sees parallels between his [...]

Published
2022

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