Tagged estate-planning
Press Release
30-Year Florida Probate Law Firm Rebrands to Walser & Herman — Elder Law and Probate Attorneys
South Florida residents are invited to visit the new website of Walser & Herman — Elder Law and Probate Attorneys, a probate law firm helping protect and preserve assets for clients so they can prepare for a life of enjoyment and longevity Read More
Press Release
Documate's Automation Platform Supports Lawvex in Creating Legal Apps and Developing Their Own DIY Personal Property Memorandum
The escalation of the coronavirus pandemic has motivated people to finalize estate planning during unpredictable times; Lawvex is taking steps to ensure that families are able to get their affairs in order during this time of uncertainty Read More
Press Release
Leimberg Information Services Introduces Comprehensive Suite of Tools to Help Advisors Navigate the SECURE Act
The SECURE Act that went into effect on Jan. 1 drastically changed the RMD rules with respect to inherited IRAs and other retirement plans. LISI collaborated with Bob Keebler (named by CPA Magazine as one of the Top 100 Most Influential CPAs in the US) to develop its 1st-to-market set of SECURE Act tools. Read More
Press Release
Local Rural Insurance Agency Expands and Opens New Corporate Office
Affinity Insurance Group, LLC - a Palmer, Alaska founded agency - recently took its small-town agency to the National Level, expanding to Arizona, Hawaii, Idaho, and Montana. However, don't worry - they are keeping their hometown roots with their new corporate office located in Wasilla. Read More
Press Release
BenaVest Hosts New Retirement Planning Workshops in South Florida for Local Consumers About Social Security Strategies & Income for Life Options
BenaVest decided to share their retirement strategies, biweekly, and sit down with a group of consumers to share with them what the best tips and tricks are when it comes to investing, and being safer with money. Read More
Press Release
Estate Attorney in Fort Lauderdale, Kim Douglas Sherman, Discusses Florida Basic Estate Planning
Florida Basic Estate Planning Tips, Wills, Powers of Attorney, HIPAA compliant medical information releases, and Living Wills by Fort Lauderdale Probate Estate Attorney, Kim Douglas Sherman Read More
Press Release
Fraser Allport Examines Why You Need Asset Protection in America Today
Guests of Fraser Allport, The Total Advisor™, can meet privately with an Attorney trained in Asset Protection. This Summit will teach you cutting-edge strategies for Asset Protection, Income Tax Reduction, Business Entities, Estate Planning, and other topics about protecting and growing your Wealth. You will be able to discuss your situation one-on-one with the experts. Read More
Press Release
Buy and Hold Does Not Work in a Bear Market
"Buy and Hold" works great in a rising Bull Market. In A Bull Market, every time that the Market corrects down, you buy. But all Bull Markets come to an end says Fraser Allport, the Owner of Safe and Smart Money, LLC, a Registered Investment Advisory Firm. Read More
Press Release
Plantation Elder Law Attorney to Speak About Estate Planning & Incapacity Planning at the Southern Comfort Transgender Conference
Stephanie L. Schneider, Board Certified Elder Law Attorney will discuss estate and incapacity planning at the Southern Comfort Conference on Friday afternoon, October 2, 2015. Read More
Press Release
Planners From Toronto and Vancouver Win Distinguished Global Financial Planning Awards
Jason Pereira, MBA, CFA, CFP®, FCSI, CIWM, PFP, FMA, a senior financial consultant for Woodgate Financial, IPC Investment Corporation in Toronto was recently selected as the Americas region first place winner of the 2015 Global Financial Planning Awards. Jason will receive an all-expenses paid trip to the Financial Planning Association's (FPA) annual conference to be held in Boston, MA, USA. Read More
Press Release
Risk Profiling Research Project
The Investor Advisory Panel, the independent committee established by the Ontario Securities Commission, selected PlanPlus Inc. to carry out independent and objective research regarding investor risk tolerance assessment practices that identifies current approaches in Canada and compares them with international best practices and approaches. Read More
Press Release
Fowler Rodriguez Welcomes Tax Law Lawyer to Miami Office
Fowler Rodriguez is expanding once again, this time with the addition of new partner Jorge Luis Gurian. Mr. Gurian comes to the firm with a focus in the areas of estate planning, tax law, probate & estate administration and securities law.Mr. Gurian has 22 years of experience, and his education includes a master's-level education in tax law. Read More
Press Release
Arizona Estate Planning Lawyers Helping People in Estate Planning
Experienced Arizona estate planning lawyers from Ariano and Williams are continuously putting their best efforts to help the individuals with little or no knowledge about the wills, trusts and other estate planning tools. Read More
Press Release