At last, estate planning can be as simple as 1, 2, 3

The Mississippi Business Journal;  November 6, 2006 ;     599 words ......has started a program to make estate planning as easy as 1, 2, 3. In the...several years, the program Estate Planning 123 was recently begun by Barnes...accurately reflected our approach to estate planning that we incorporated it into...of our trademarked program, Estate ...

More than enough estate planning needs to go around. (Column)

National Underwriter Life & Health-Financial Services Edition;  September 19, 1994 ;     585 words ......if you are an agent interested in estate planning, you are not likely to get a lot of...agents are highly qualified to offer estate planning advice. (See NU, Aug. 22.) One telling...insurance agents to bring innovative estate planning ideas to the table was recognized...

WealthCounsel(R) Announces the Results of Groundbreaking Survey of the...

PR Newswire;  January 15, 2008 ;     562 words ......42nd Annual Heckerling Institute on Estate Planning the results of its 2007 WealthCounsel...report entitled A Look Inside the Estate Planning Industry. The survey was designed...the challenges confronting today's estate planning professionals and to obtain a sense...

A Helpful Guide to Estate Planning in Pa.

Pennsylvania CPA Journal;  January 1, 2004 ;     700+ words ...A Helpful Guide to Estate Planning in Pa. Estate Planning Success for Pennsylvania Residents: The Complete...put off or avoid entirely. Mark L. James, in his Estate Planning Success for Pennsylvania Residents, argues for an...

Estate planning has no room for procrastination.

Tulsa World (Tulsa, OK);  April 12, 2007 ;     585 words ......incredible that the critical detail of estate planning for the family would be overlooked...uncommon. Many people see no need for estate planning until they reach a certain age or...it's wise for everyone to begin the estate planning process as early as possible, particularly...

Eight reasons clients give for not wanting to engage in estate planning...

The Tax Adviser;  December 1, 1997 ;     524 words ...Estate planning has become the third largest growth...have realized the importance of estate planning. However, some clients are still...give for not wanting to engage in estate planning, and some counter-arguments that...

"ESTATE PLANNING COURSE MATERIALS JOURNAL" FROM ALI-ABA

Legal Publisher;  March 31, 1997 ;     255 words ......has begun the publication of ALI-ABA Estate Planning Course Materials Journal. The new...Described as a periodical designed for estate planning professionals, the publication carries...checklists produced each year by ALI-ABA estate planning faculty. Editorial is meant to keep...

On the Job.(Special Report)(Estate Planning Council of Cleveland president...

Crain's Cleveland Business;  June 23, 2003 ;     586 words ......after being named president of the Estate Planning Council of Cleveland last year was...Moshier said. As president of the Estate Planning Council of Cleveland, Mr. Moshier...to educate clients and members on estate planning issues. His duties as president include...

Estate planning finds new home on Internet.(Prudential Insurance Company...

National Underwriter Life & Health-Financial Services Edition;  April 6, 1998 ;     700+ words ......kitchen table when it comes to broaching estate planning with clients. Many insurers, growing...creative with their Web pages, are making estate planning an important component of their Internet...may have been the industry's first estate planning chat room at their web site (http...

Beyond distribution: Stanton Selbst has spent the last 30 years teaching...

Research;  November 1, 2004 ;     700+ words ......What does the typical financial advisor need to know about estate planning? Selbst: He or she needs to know what estate planning is, as well as the goals of estate planning, what is included in the estate, and something about the high...

Estate planning needs care and good advice

The Press;  April 29, 2004 ;     390 words ...For most, estate planning means deciding who will benefit...says traditionally this level of estate planning would have been adequate. "However...thorough approach. "Simply put, estate planning is a process through which you...

New Seminar Gives the Basics and Background of Estate Planning for...

M2 Presswire;  January 11, 2008 ;     536 words ......Gives the Basics and Background of Estate Planning for Families Who Have a Child with...c79282) has announced the addition of Estate Planning for Families Who Have a Child with...lawyers with essential information on estate planning for families who have a child with...

Brentmark Software Inc.--Estate Planning Tools.(ESTATE PLANNING)

The CPA Technology Advisor;  June 1, 2006 ;     629 words ...800-879-6665 www.brentmark.com Estate Planning Tools is a handy collection of over 50 Estate Planning Tools and nearly as many common Financial...work area lets you select either the Estate Planning Tools or Financial Planning Tools...

Brokerages boost estate planning to boomers.(Brief Article)

Investment News;  December 6, 1999 ;     700+ words ......companies, the brokers are boosting their estate planning efforts, especially among dot.com...been steadily assembling teams of estate planning specialists. Paine Webber Group Inc...clients with lawyers who specialize in estate planning. The attorney receives a fee from...

Rep. Thompson Introduces Resolution Concerning National Estate Planning...

US Fed News Service, Including US State News;  October 4, 2008 ;     569 words ......third week of October as 'National Estate Planning Awareness Week'." The resolution...third week of October as `National Estate Planning Awareness Week'.Whereas it is estimated...such as a 401(k) plan;Whereas careful estate planning can greatly assist Americans in preserving...