» Estate Planning Law

San Francisco, CA (Law Firm Newswire) July 7, 2017 – Bigger Law Firm Magazine provides a map of marketing and technology strategies in the latest issue, available today. In the feature story, Brendan Conley dives into “client journey mapping,” a big-picture approach to marketing that will help firms develop a cohesive, end-to-end strategy. The client journey technique puts the client’s evolving relationship with the firm at the forefront. The firm’s marketing needs change at each successive stage of this relationship, from discovery and consideration to decision and engagement, and finally to lasting loyalty. BLF shines its Product Spotlight on Lawcus, […]


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Fort Lauderdale, FL (Law Firm Newswire) June 8, 2017 – The Earnest/Tighe Law Firm, P.A./EastSide Title, Inc. is pleased to announce that Cindy Reilly has joined the firm as a Paralegal/Closing Coordinator. Cindy is a true native Floridian, born in Fort Lauderdale and raised off of Las Olas Boulevard. She attended Fort Lauderdale High School, then Colby-Sawyer College, graduating in 1984 with a B.S. in Psychology. She remained in the New England area after graduation, working for the ARC, mainstreaming and mentoring those with intellectual and developmental disabilities. She eventually returned to Fort Lauderdale and worked for the American Swim […]


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New York, NY (Law Firm Newswire) June 1, 2017 – Building financial security is an important consideration for the family members and friends of individuals with special needs. Special care must be taken, though, in setting aside funds for the well-being of these individuals. A special needs trust is an estate planning tool that protects funds intended to enrich the life of a loved one with special needs, while preserving eligibility for public benefits. Littman Krooks LLP is hosting a free workshop on special needs trusts. Amy O’Hara, Esq., will present up-to-date information on various aspects of special needs planning, […]


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Fairfax, VA (Law Firm Newswire) May 30, 2017 – The ability to pay for a child’s or grandchild’s education is among the most important financial objectives parents and their families have. While some parents begin planning for their children’s education with kindergarten at a private school, others may only be able to pay their children’s college expenses. The first step toward paying for a child’s education is to become informed about the various plans to save and methods of making the payments. Some plans have extra tax benefits for parents, grandparents or other people who may be interested in providing […]


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San Francisco, CA (Law Firm Newswire) May 17, 2017 – Department of Veterans Affairs (VA) Secretary David Shulkin is using the agency’s recent inability to fire an employee for misconduct to demonstrate why the lengthy process for disciplining problem workers needs to be changed. According to VA officials, an employee at the Michael DeBakey Veterans Affairs Medical Center in Houston, Texas, was caught watching pornography while he was tending to a patient. The VA removed the unnamed employee from patient care and placed him on administrative duties. However, the worker could not be fired due to the nature of the […]


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San Francisco, CA (Law Firm Newswire) May 05, 2017 – In the Trump era, families with special needs kids — autism, cerebral palsy, bipolar disorder, etc. — are deeply worried about the solvency and availability of vital government benefits. Proposals of the current administration and steps already taken will be “front and center” in this timely community event. Prominent attorneys from Gilfix and La Poll Associates will present the 13th Annual Special Needs Trust Seminar on Wednesday, May 10, 2017 in Palo Alto, California. The free event is designed to provide practical, up-to-date advice to family members of special needs […]


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San Francisco, CA (Law Firm Newswire) April 26, 2017 – Nursing homes should implement better procedures for end-of-life directives, according to the results of a new study published in Health and Social Work. Past research has indicated that not only do advance directives help improve end-of-life care for nursing home residents but they also cut health care costs. “Advance directives honor an individual’s expressed wishes about health care. Every adult age 18 and over should sign an advance health care directive,” said estate planning attorney Mark Gilfix. “It is very important for families to discuss end-of-life wishes and health care […]


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Moorestown, NJ (Law Firm Newswire) April 25, 2017 – The New Jersey Super Lawyers list designation is bestowed upon lawyers who have been judged to have extensive professional achievements, exemplary ethical standards, and are held in esteem by their peers. The process by which an attorney is selected as a Super Lawyer includes stringent peer nominations, evaluations, and research by third parties. Only five percent of attorneys are selected. Attorney Begley has been named a Super Lawyer annually since 2008. The continued Super Lawyer designation is a clear indication that the Begley Law Group, P.C., has the recognition of peers […]


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Fairfax, VA (Law Firm Newswire) April 7, 2017 – Beginning in 2017, there has been an increase in exemptions that will enable taxpayers to make more significant lifetime gifts and to acquire more assets through various estate planning vehicles, including a sale or grantor trust. In addition, taxpayers can leave more income-producing assets to children or grandchildren whose tax brackets may be lower, or who may live in states that have a low income tax rate or no state income tax. The following are some of the tax exemption inflation increases for 2017: · A $5,490,000 federal estate tax exemption […]


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Fairfax, VA (Law Firm Newswire) March 31, 2017 – For those considering a change in principal place of residence, at least during the winter months, to one that is located in a warmer climate, it is advisable to engage in financial planning prior to moving. According to a study conducted by Merrill Lynch in 2014, most people, by age 61, say they have the freedom and flexibility to select where they would most like to live. Life responsibilities, including family and work, often determine where people live in their younger years. Over one-third of retirees communicated to Merrill Lynch that […]


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San Francisco, CA (Law Firm Newswire) March 29, 2017 – Bigger Law Firm magazine is now available for download on Amazon Kindle as a user-friendly ebook. For just $0.99, readers can download BLF issues directly to their e-reader, iPad, phone or other mobile reading device using the Kindle app, and enjoy reading BLF on the go. The magazine, formatted specifically for Amazon Kindle, offers a user-friendly experience that allows readers to interact with each issue with ease. How Lawyers Can Use Artificial Intelligence and Machine Learning: Bigger Law Firm Magazine Volume 44 is the first BLF issue to be published […]


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Roseville, CA (Law Firm Newswire) March 27, 2017 – The majority of tax strategies focus on lowering federal income taxes because they make up the largest amount of taxes that someone could owe. However, in some states, income tax rates are considerably high, and can be a substantial addition to tax bills. One solution is to establish a trust in such a way that prevents it from being subject to state income tax. For the past 10 years, affluent individuals, families and their advisors have been using incomplete non-grantor (ING) trusts to reduce their exposure to state income taxes. The […]


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Fairfax, VA (Law Firm Newswire) March 21, 2017 – Many people consider making gifts to qualified charitable organizations in an effort to lower their possible estate income tax liability while helping a worthwhile cause. Potential donors should be careful to gift only the “right kind” of stock, and not the “wrong kind.” If a person is making a contribution of stock that was owned for more than one year, the owner’s tax deduction is decided by the stock’s fair market value. Therefore, if the owner donates stock with a low basis that was held for a lengthy period of time, […]


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Harrisburg, PA (Law Firm Newswire) March 16, 2017 – Marielle F. Hazen has been named a Lawyer of the Year for 2017 by Best Lawyers Pennsylvania magazine. Each year, Best Lawyers Pennsylvania highlights one attorney in a particular practice area and location to be named Lawyer of the Year. The award is significant because it is based on peer review, so the person named Lawyer of the Year must receive the highest votes from other attorneys in the area. “I am honored to be recognized by my peers in this way,” said Hazen. “I consider it a great privilege to […]


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San Francisco, CA (Law Firm Newswire) March 15, 2017 – The magazine that started in 2011 as a legal marketing publication has reached a new milestone. Starting today, Bigger Law Firm Magazine will cover current events from a legal perspective. Over the last six years, Bigger Law Firm (BLF) Magazine has introduced lawyers to online marketing tactics, practice management software, internet security and e-discovery. Starting March 15th, BLF is reaching a wider audience with active reporting on current events. As the new presidency aims to reshape the role of government and an emboldened single party Congress rushes to introduce new […]


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San Francisco, CA (Law Firm Newswire) March 3, 2017 – Last year, Gov. Jerry Brown approved legislation, which limits California’s estate recovery from low-income Medi-Cal recipients who are aged 55 to 64. The 2016-17 budget includes $30 million to curb the seizure of assets only to what is required under federal law, which is the cost of long-term care in nursing homes. The state previously sought repayment for virtually all Medi-Cal costs paid on the deceased person’s behalf. “The change in the law ensures individuals who go on Medi-Cal are no longer forced to choose between health care and being […]


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San Francisco, CA (Law Firm Newswire) February 24, 2017 – Last year, President Obama signed a reauthorization of the Older Americans Act, renewing it for three years. The legislation provides funding for many services that are necessary for older adults to maintain their health and independence. It will enable millions of elderly to stay at home and in their communities during retirement. The reauthorization enhances the Act’s core programs by funding services such as job training, caregiver support, transportation, legal services and elder abuse protection. Elder abuse prevention training will be improved, along with the screening of individuals who work […]


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New Orleans, LA (Law Firm Newswire) January 25, 2017 – A day-long intensive workshop on March 23, 2017 will reveal the secrets of effective online marketing for lawyers. The session, part of the Academy of Special Needs Planners’ 11th Annual Meeting in New Orleans, will be led by Victoria Fabiano of Google and Conrad Saam, founder of Mockingbird Marketing, an agency that delivers advanced online marketing exclusively for the legal industry. Attorneys, Saam says, are getting “intimidated, overcharged, confused and downright lied to by marketing consultants and self-proclaimed search gurus” who see dollar signs but deliver “little (if any) value.” […]


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San Francisco, CA (Law Firm Newswire) January 20, 2017 – Estate planning involves countless complex rules that can change every year. It is important to ensure that estate planning documents take modifications into account and are up to date. Tax laws govern how people can make gifts during their lifetimes and transfer estate property to heirs tax-free up to a certain amount. In 2017, the lifetime gift and estate tax exclusion amount has increased by $40,000 from 2016 to adjust for inflation. This means each individual can protect up to $5.49 million from estate and gift tax. “Neglecting to actively […]


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Wesley Chapel, FL (Law Firm Newswire) December 29, 2016 – Estate planning attorney Shiobhan Olivero has a message for young families: It is never too early to implement a basic estate plan. “It’s understandable that so many young parents put off estate planning,” Olivero said. “They have their whole lives ahead of them. But it’s better to plan ahead and recognize that life often brings the unexpected. Most young families don’t need anything fancy, but they should definitely put in place a few basic elements.” First, Olivero says, young parents should have a will. If both parents die or become […]


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