News

The unfortunate fact of the matter is that sometimes preparing for the
future also means preparing for the worst possible scenario. However

More than a year following the introduction of the IHT or Inheritance
Tax transferable nil rate band (NRB), nearly three out of five people
are still completely unaware not only of the new rules

It is important for advocates to help educate seniors on the different types of estate planning tools. Key terms to understand include:

The simplest way to ensure that your funds, property and personal effects will be distributed after your death according to your wishes is to prepare a will. A will is a legal document designating the transfer of your property and assets after you die.

The following powers shall be known as the ""Statutory Optional Fiduciary Powers' and may be given to the fiduciary in a will or trust by specific reference thereto in said will or trust in addition to all common law and other statutory powers:

(1) Said fiduciary shall have the power without approval of any court:

Misinformation and misunderstanding about probate and estate taxes provide a ripe environment for scam artists to prey on older consumers' fears that their estates will be eaten up by costs, and that distribution of their assets to loved ones will be long delayed.

People often associate trust funds only with the wealthy. But a trust fund ("trust") actually can be an effective financial tool for many people in many circumstances.

Any part of the estate of a decedent not effectively disposed of by will passes to the decedent's heirs as prescribed in the following sections of this code.

Whether it makes sense to establish a trust depends on your individual circumstances. Some common reasons for setting up a trust include:

caag.state.ca.us, Jun 17, 2008 Attorney General Edmund G. Brown Jr. and Insurance Commission Steve Poizner today announced a $7.2 million settlement with American Investors Life Insurance

atg.wa.gov, Jun 04, 2008 I?m exploring estate planning options, including living trusts. I?ve read recent warnings about ?trust mills.? What are

fdic.gov, May 28, 2008 No matter how old or young you are or how your life is changing, you can do something to better manage and protect your

sec.gov, Apr 15, 2008 The Securities and Exchange Commission today announced the launch of its latest offensive targeting online boiler rooms, cold calls, and other potentially fraudulent

Ohio Department of Insurance, Dec 20, 2007 Reports of deceptive conduct being used by some agents to sell

U.S. Department of Justice, Dec 11, 2007 A federal court in Las Vegas has permanently barred James DiLullo of Las Vegas from preparing tax returns and promoting a fraudulent tax

Georgia.gov, Dec 05, 2007 This document combines the characteristics of both the living will and the durable power of attorney for

Washington Attorney General's Office, Nov 29, 2007 Attorney General Rob McKenna announced a settlement with Coranda Living Trust Services and its

Bernalillo County, New Mexico, Oct 26, 2007 This is the first time in the history of our probate court that the public has had access to our case docket

Federal Deposit Insurance Corporation (FDIC), Oct 18, 2007 The list covers evaluation ratings that the FDIC assigned to

FTC, Oct 10, 2007 A scammer was banned from telemarketing and from selling any type of business program in the