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Archive for January, 2010

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Irrevocable trusts to avoid Medicaid and nursing home liens

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Probate is defined as the procedure by which an Executor proceeds to admit a Will to the jurisdiction of the Surrogate Court, which is proved to be valid or invalid. The term generally includes all matters relating to the administration of estates. There are instances where Surrogate Court monitoring of the estate is desirable. Much [...]

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Kartik Jhaveri-Retirement Planning part I

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transcendkjhttp://gdata.youtube.com/feeds/api/users/transcendkjPeopleFinancial Planning, Retirement Planning, Financial EducationKartik Jhaveri-Retirement Planning part I Duration : 0:8:2 Recommended ReadingFinancial Retirement Planning, A First LookWho is the best company to go with for financial planning?Financial planning 101Plan Your Future – Financial and Retirement Planning | Dallas, Austin, San Antonio, HoustonCFP Board’s Financial Planning Clinic – Boston, 2007Succession Planning Blueprint (ebook) [...]

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Estate Planning : Living Trust vs Will

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What is the difference between a living trust and a will? A will makes sure that an individual’s wishes are spoken for after death, living trusts are more complex and used during life. Learn about living trusts vs. wills from a registered financial consultant (RFC) in this free personal finance video. Expert: Patrick Munro Contact: [...]

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Retirement Planning in Today’s Market from Ameriprise

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Despite a volatile market, sticking to their plan allowed Chuck and Allison to reach their long-term goals. Disclosure: Each client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, and is discussing his/her experience as a brokerage customer. The experience highlighted is not an advertisement for investment advisory services, may [...]

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Seyfarth Shaw adds team of 14 Thelen attorneys to NYC office

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http://www.LawCrossing.com Seyfarth Shaw, one of America’s leading full-service law firms, announced that the New York office has added nine corporate and finance attorneys, four trusts & estates lawyers, and one real estate attorney. The group of 14 business services attorneys and four support staff comes from Thelen LLP, which closes its doors forever next week. [...]

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