By Day Pitney LLP
Day Pitney LLP is pleased to announce that Individual Clients Department partner Barbara Freedman Wand has been selected as the recipient of the 2016 Boston Estate Planning Council Excellence Award.
By Kenneth Vercammen & Associates, P.C. Attorney
Metuchen Library April 11 at 7:00pm Free community program 480 Middlesex Ave, Metuchen, NJ 08840
DelcoUSA is proud to announce Jim Morris from the movie "The Rookie" will be the keynote speaker at this years National Funeral Trust Conference.
By Organize for Success
Business organization consultant and professional office organizer Emily Parks has released an eBook, Preparing for Your Digital Afterlife, teaching people how to create and plan their digital estate.
By Ropers Majeski Kohn & Bentley, P.C.
REDWOOD CITY, CALIF. – Jan. 11, 2016 – Ropers, Majeski, Kohn & Bentley, P.C.
By Jeremy Atwood Law
Jeremy Atwood has been one of Utah’s best attorneys since being admitted to the Utah State Bar back in 2008. One of the most helpful services offered by his Law firm is estate planning.
Retirees in Raleigh-Durham will learn how to preserve and protect their assets in today's unpredictable times, with an emphasis on minimizing taxation. Seminar attendees will be provided a complementary dinner at Maggiano's Little Italy.
By Weiss Education Services
The end of the year is the perfect time to get things in order and take advantage of tax advantages. Find out what you should do to get your family and estate planning in order.
By Hoffman & Associates
On Saturday November 14, several Hoffman & Associates staff members along with their families and friends, took to the streets for the second annual 5K race in support of the Sandy Springs Education Force (SSEF).
Retirees will learn how to generate an income stream that cannot be outlived, make withdrawals from IRAs while paying no taxes, and protect their assets from volatile financial markets.
By Weiss Education Services
Make sure you plan for your future even if your present has changed. When a major life change occurs such as divorce, remarriage or widowed, it's important to make sure your assets and their allocation are up to date.
Affluent seniors will learn how to create an income stream that cannot be outlived, avoid taxation on IRA distributions, and protect their assets from volatility—while enjoying dinner at Maggiano's Little Italy.
By Hoffman & Associates
Hoffman & Associates is proud to announce its newest associate, Cassandra Ceron.
New online interactive tool guides people through 125+ steps of the estate settling process by providing personalized checklists, progress tracking and information storage vital to closing an estate.
By RoyseLaw Legal Incubator
New RoyseLaw Legal Incubator helps elderly individuals protect their property and provides resources to law graduates as they launch their practices.
By WEDU PBS
WEDU PBS and the Community Foundation of Tampa Bay (CFTB) will host the 10th Annual Estate and Tax Planning Seminar for Attorneys, CPA’s, CFP’s and Trust Officers. The seminar will be held on September 17 beginning at 7:30 a.m.
By Bellock & Coogan, Ltd.
Naperville attorney Carrie M. Buddingh has been named partner at Bellock & Coogan, Ltd. after five years with the Oak Brook firm.
By Mercurio Wealth Advisors
Alan Mercurio selected for “20 People to know in Wealth Management”
By BrightStar Credit Union
BrightStar Credit Union, one of the largest credit unions in South Florida with 54,000 members, is holding a complimentary seminar for members and the entire community on Estate Planning Basics from 5:30 to 7:00 p.m.
By Courtyard Village Vancouver
Panel Members Will Discuss Senior Transitions, Choices and Planning
New York financial planner Brian Farkas details the top five qualities to look for when choosing a financial planner.
By Dominion Investment Group
Dominion Investment Group is pleased to announce the promotion of Gary Flater to Partner of Dominion Estate Services.
Bryon Spicer, founder of Spicer Wealth Management, a financial services firm, discusses the importance of living life to the fullest, especially in retirement
By Edward Jones
One tool that can be part of an estate strategy is a trust. Here are some reasons why having one might be appropriate for your situation.
By VIP Financial Advisors
Darrell VanPamel, principal of VIP Financial Advisors located in Punta Gorda, Florida 33950 announces the launch of his firm's new website at www.VIPfinancialadvisors.com.
Attorney Katie H. Muhlenkamp joins TrustCounsel in their Chapel Hill, North Carolina office. As an elder law and estate planning attorney she manages an increasing volume of clientele with elder care legal planning needs in North Carolina.
New York financial planner Brian Farkas encourages readers to start saving money now, even if it’s only a small amount, in order to avoid the five worst savings mistakes people tend to make.
Estate planning attorney Gregory Herman-Giddens accepted a nomination to become a Fellow of the American Bar Foundation. Nominations are reserved for 1% of all attorneys in each state.
By Upper Province Insurance Planning Group
Upper Province Insurance Planning Group is New Hampshire's Insurance and Financial Planning Firm of Choice
Grant Conness and Andrew Costa, Managing Directors and Co-Founders of Global Wealth Management, talk about the costs for Medicare patients with new Doc Fix Law