Stanley Druckenmiller Withdraws From Bidding for NFL's Pittsburgh Steelers Sep 21, 2008
The family, after spending years trying to resolve issues with estate planning and league ownership rules, approached Druckenmiller seven months ago, the billionaire said in a statement. The brothers need to resolve internal differences before any sale can happen, he added. (Bloomberg -- US)
Namedropper 9-21-08 Sep 21, 2008
He also practices in the areas of contested trusts and estates, construction law, probate and trust administration, creditor's rights and estate planning. For more information on Garcia and the law firm, visit www. (Yuma Daily Sun, AZ)
Helping Women at Every Life Stage Achieve Financial Success Sep 20, 2008
That is evident when you consider that 60 percent of respondents don't understand how annuities work; 45 percent are unsure when it comes to estate planning, trusts and wills; and 42 percent have trouble understanding long term care insurance. Women were also asked where they turned for financial information currently. (Canton Daily Ledger, IL)
Wasserman, Comden & Casselman, L.L.P. Represents Taiwan's Largest BBQ Grill Manufacturer in the Acquisition of Barbeques Galore, Inc. and Wins Bankruptcy Court Approval in Record Time Sep 19, 2008
Established in 1976, the firm's broad practice includes corporate, finance, real estate, taxation, technology, insurance, employment, workers compensation, estate planning, probate, trademark, licensing, family law, complex civil and criminal litigation and appeals, and class action litigation. Website. (PR Newswire)
Businessman withdraws offer to purchase Steelers Sep 19, 2008
The Rooney family approached Druckenmiller seven months ago about buying their shares to help resolve estate planning and NFL ownership matters. At least three of the five Rooney brothers, sons of team founder Art Rooney Sr., want to sell their equal shares. (ESPN -- Football News)
Rooney brothers reject bid for team Sep 19, 2008
"Of course I'm disappointed," Mr. Druckenmiller told the Post-Gazette last night-- his first interview on the subject since he was approached by the Rooney brothers in February to help them resolve their estate planning issues and team ownership structure. "But those are their shares and they have every right to seek a higher price for them.". (Pittsburgh Post-Gazette, PA)
Great classes start next week at Community Education Sep 19, 2008
The instructor is president of The Alberg Financial Group, specializing in retirement planning and estate planning. CODE: FSR1 $39 individual; $49 couple 3 Thursdays from 7 to 9 p.m. Sept. 25-Oct. (Arlington Advocate, MA)
It's A Mad, Mad, Mad, Mad World Sep 18, 2008
Estate Planning Mistakes: Not Making The Most of Your Trust ... Fairway Capital is a sponsor of my weekly radio show, and one reason why is because I trust Kevin's judgment when it comes to all things estate planning. (Human Events Online)
Start financial planning for 2009 now Sep 15, 2008
Estate planning: Wills and Trusts. Retirement planning and tax planning. (India Times)
Shreeves elected to N.Y. Life Chairman's Council Sep 15, 2008
He is also a member of t6he Council Bluffs Estate Planning Council, the Western Douglas County Chamber of Commerce and the Omaha Executives Association. Shreeves and his wife, Tracy, live on an acreage outside Council Bluffs. (Council Bluffs Daily Nonpareil, IA)
Law firm moving offices, preparing for new leadership Sep 15, 2008
In January, the firm, which specializes in nonprofit law, estate planning and business formation, will move to its new offices at 216 Centerview Drive. "Most of our clients live near the Brentwood area," Pautienus says. (Nashville Business Journal, TN)
Bulletin Board Sep 15, 2008
Estate Planning Seminar. Sponsored by Andrew Roth of Roth Real Estate With Martha Daetwyler, 11 a.m.-1 p.m., Contract Design Center, 600 Townsend St., San Francisco, free, reservation required, (415) 695-7707. (San Francisco Chronicle)
Mutual Funds &Personal Finance Sep 13, 2008
Trusts can play a vital role in your estate planning. They allow you to have a say in how your money is paid to your heirs. (Investors Business Daily)
Looking toward the future Sep 12, 2008
Changing political landscape may shift estate planning. Denver Business Journal - by Special to the Business Journal. (Denver Business Journal, CO)
Investor Report: Cash for Future Equity Sep 12, 2008
Plus there are some important preconditions, including early cancellation penalties and a mandatory life insurance policy that you need to discuss with your own financial and estate planning advisers. Published: September 12, 2008. (RealtyTimes)
Estate-planning skills get a boost Sep 11, 2008
So she joined Denver-based Women s Estate Planning Council (WEPC) four years ago ... Shaw said the WEPC was founded in 1995 by a group of professional women who were really frustrated with the programs from the estate planning councils that existed and wanted to establish a forum for women to develop their expertise in estate planning and celebrate professional successes ... The estate planning falls into two categories: for families, and for family-owned businesses. (Denver Business Journal, CO)
Keynotes for Sept. 11 Sep 11, 2008
Other auction items will include Italian and Japanese dinners for four, estate planning by Atty. Chris Yates and a baseball autographed by Boston Red Sox star Dustin Pedroia. (Hudson Sun, MA)
'Tis the Season -- To Be Worried Sep 11, 2008
Estate Planning Mistakes: Don't Forget the Review. Over the last two weeks, we've discussed the seven biggest estate planning mistakes made by investors ... Fairway Capital is a sponsor of my weekly radio show, and one reason why is because I trust Kevin's judgment when it comes to all things estate planning. (Human Events Online)
Money management 101 Sep 11, 2008
" For more information see http://www.asx.com.au. Interaction with the ASA The not-for-profit Australian Shareholders' Association runs about 30 seminars a year in capital cities and major regional towns. Pitched at everyone from novice investors (Investing For Beginners) to advanced shareholders (Financial Statements Demystified) the seminars cost between $50 and $95 depending on whether they are half or full day. Non-ASA members need to join the ASA ($105 a year) to attend seminars. The... (Sydney Morning Herald -- Business)
Council on Aging from the week of Sept. 8, 2008 Sep 11, 2008
He is at the Council on Aging on the second and fourth Friday each month, 9-10:30 a.m. to answer questions and discuss confidentially and without a fee, your financial and estate planning needs. Call 781-316-3400 to set up an appointment. (Arlington Advocate, MA)
Reliance Money aims at Rs 50,000 cr AUM under wealth mgmt Sep 10, 2008
Services like tax planning and assessment, real estate, art advisory, investment in art fund and estate planning are part of the advisory, he said, adding, "we also have a separate module which caters to the financial planning needs of senior citizens". Currently, High Networth population of the country is about 1. (India Times)
Free estate planning seminar set at Hartington Sep 10, 2008
-- The American Heart Association will host a free estate planning seminar from 1:30 to 3:30 p.m. Oct. 9 at the Hartington VFW Hall. Greg Hockenberger, planned giving director for the American Heart Association, and speakers Alice L. Rokahr, attorney with Kennedy, Rokahr, Pier , and Paul Steffen of Paul Steffen iates will cover the following topics: wills vs. living trusts, ways of holding title to property, how to reduce estate taxes, durable power of attorney for financial purposes and health... (Sioux City Journal, IO)
'Advocacy, Education and Support' New Region 15 SEPTA Formed Sep 10, 2008
Programs already in the works include special needs estate planning, Individualized Education Programs and Planning and Placement Teams, sensory motor learning, self-help advocacy strategies for parents of children with disabilities and more. A portion of the meeting will be set aside for informal discussion. (Voices, CT)
U.S. Hedge Fund Fairfield, Swiss Private Bank Merge Sep 8, 2008
Geneva-based BBH, which was founded in 2004, serves institutional and private clients in areas such as banking, securities, foreign exchange, tax and estate planning, they said. BBH was founded by Benedict Hentsch, who comes from a family that has provided banking services in Geneva for seven generations over 200 years. (ABC News -- Wire)
Future perfect Sep 8, 2008
Simon Swanson, CommInsure's managing director, says another advantage of insurance bonds is their application in estate planning. As with other life insurance products, investors can nominate a beneficiary. (Sydney Morning Herald -- Business)
Escrow protects both buyers and sellers Sep 7, 2008
What is estate planning. Estate planning is the process of planning for the orderly administration and disposition of assets after the individual s death ... The top 10 estate planning techniques include. (Lihue Garden Island, HA)
Chasing Gagliano's grapes Sep 6, 2008
"You see so many commercials for estate planning where a couple is dreaming of a vineyard in Napa. It's something the advertisers are certainly spinning out.". That dream snagged George Hanson. (Globe and Mail)
Casper briefs Sep 6, 2008
Topics include basic financial planning, stocks, bonds and mutual funds, investing for retirement, estate planning, and money and happiness. Programs about spending, saving, and sharing will also be provided for children and tweens, and parents are encouraged to participate. (Casper Star-Tribune, WY)
'Holidays (Are) on Us' This Winter from Vail Resorts Sep 6, 2008
Vail Resorts Development Company is the real estate planning, development and construction subsidiary of Vail Resorts, Inc. Vail Resorts is a publicly held company traded on the New York Stock Exchange (NYSE: - ). The Vail Resorts company website is and consumer website is. (Yahoo! Wire -- Entertainment News)
Business in brief Sep 4, 2008
She will be estimating home equity, estate planning, and weighing the pros and cons of a home improvement. Woodman is also a licensed broker in Oregon. (Albany Democrat-Herald, OR)
Pass the Advil: Coping with a Global Hangover Sep 4, 2008
Estate Planning Mistakes: The First is the Worst. In last week's Alert, we discussed the seven biggest estate planning mistakes made by investors ... You've probably heard the old saying, "The first cut is the deepest." Well, when it comes to estate planning mistakes, "The first mistake is the worst.". (Human Events Online)
The Farm Visit Experience Sep 4, 2008
Students will learn financial and production record keeping systems, develop farm and family goals, learn the decision-making process, and do financial, tax, retirement and estate planning. Students will construct and analyze income and cash flow statements, a balance sheet, cost of production and other financial records. (Agri-View, WI)
9th Edition of The Border Guide - Definitive Guide to Living on Both Sides of U.S./Canadian Border - Now Available Sep 4, 2008
A CERTIFIED FINANCIAL PLANNER in the United States and Canada, Keats will provide valuable information on cross-border currency exchange, immigration, estate planning and investment management. Advance registration is required, and space is limited. (Yahoo! Wire -- Entertainment News)
Dealing with dying abroad Sep 3, 2008
That prompted Millers husband, an accountant who specializes in estate planning, to begin advising his clients to carry information on who should be contacted in case of emergency ... If you die without appropriate estate planning documents, your heirs are in for a huge mess going through probate hell, she adds. (MSNBC -- Politics)
It Ain't Over 'Till It's Over Sep 3, 2008
The Seven Mistakes of Estate Planning ... In the following audio special report, I cover what I call the seven deadly sins of estate planning ... Fairway Capital is a sponsor of my weekly radio show, and one reason why is because I trust Kevin's judgment when it comes to all things estate planning. (Human Events Online)
Council on Aging Sep 1, 2008
Mon Sep 01, 2008, 06:00 AM EDT. Hours are 8 a.m. to 4 p.m., Monday through Friday. (Arlington Advocate, MA)
Top stories for the week Aug 29, 2008
REGIONAL After 14 years in private law practice with a focus on estate planning and administration, guardianship and elder law, in 2003 Anastasia Welsh Perrino was appointed assistant register of the Barnstable Probate and Family Court. WELLFLEET Proposed revisions to the zoning bylaws here were hailed by some citizens as a welcome and necessary move. (Upper Cape Codder, MA)
Hartford Title and Penner Law Firm Team Up to Offer Mobile Real Estate Closing Services Aug 29, 2008
About Penner Law Firm, LLC Penner Law Firm, LLC is a full service firm that provides legal representation for residential and commercial real estate matters pertaining to: for sale by owner real estate transactions, foreclosure and foreclosure bailouts, zoning and land use, wills and estate planning, probate and estate administration, banking law and compliance as well as multi-state title insurance and real estate closing services. Penner Law Firm provides legal representation for families,... (Yahoo News -- Press Releases)
Senior Center news: September 2008 Aug 28, 2008
Topics include estate planning (wills and trusts), probate, investing, budgeting and saving, risk management (insurance) and taxes. Additional topics as suggested by members of the group. (Lexington Minuteman, MA)
Bethel to celebrate first community day on Sept. 21 Aug 28, 2008
Activities will include police, fire and EMT demonstrations, a free child ID program, information on identity theft and estate planning, and a moonbounce and games for children. Entertainment will be provided by The Blue Sun, and a variety of vendors, crafts and food concession stands will be available. (The Delaware County Times, PA)
Farm Succession Planning Is a Process Aug 28, 2008
Estate planning is also key to assuring the transfer of the farm if death occurs before the lifetime transfer is completed. Ask yourselves what role life insurance plays in covering debt and providing for a surviving spouse or non-farm heir. (Agri-View, WI)
MakeMusic Announces SmartMusic's 1,000th Concert Band Title Aug 28, 2008
Based in San Francisco, Mayo & Rogers has been providing legal expertise in Probate, Real Estate, Business & Estate Planning for over 25 years throughout California. Free consultation. (Yahoo! Wire -- Entertainment News)
LawInfo Provides Access to Qualified, Experienced Bankruptcy Attorneys Nationwide Aug 27, 2008
These "How-to" videos provide information on a variety of legal topics in all major areas of law, including bankruptcy, foreclosure, family law, estate planning, criminal law, business, and labor and employment. For over a decade, LawInfo's mission has been to assist the public in locating qualified attorneys and legal services. (Yahoo News -- Press Releases)
Get More Out of Social Security Aug 27, 2008
Those who are strapped for cash or who don't expect to live much past their 70s, may be better off taking reduced benefits at an earlier age, says Lisa Featherngill, a Winston-Salem, N.C.-based certified public accountant and director of financial and estate planning at Calibre, a unit of Wachovia (). Make a Little Extra on the Side. (SmartMoney)
Both should share expenses Aug 27, 2008
Because you are living together without being married, you should make sure your estate planning, for instance, jibes with your current wishes. Dear Amy: In response to "Dog Drama," the person who wrote in that "Neighbor A" is going to press charges against another neighbor regarding a dog that Neighbor A abandoned, clearly Neighbor A does not want the dog back. (Fresno Bee -- Lifestyle)
Senior Notes Aug 27, 2008
If wills and trusts, estate planning, Medicaid or VA benefits are confusing, then join the Steelmans of United Financial Services as they discuss these important topics and answer questions. The Steelman family will also provide lunch to the first 40 registered participants. (McKinney Courier-Gazette, TX)
Insurance rates mean cuts to employee coverage Aug 26, 2008
"Let's say [a business owner is] 48," said Bert Livingston, a retirement and estate planning strategist affiliated with. "At 52, he has a medical issue [that prevents future coverage through an individual plan] but he wants to retire at 63. There's what's called the Medicare gap. Where is the health insurance?". (Jacksonville Business Journal, FL)
Dad’s remarrying spurs sadness Aug 24, 2008
When people remarry, they sometimes sign a prenuptial agreement concerning their finances, and one purpose of such an agreement is to assist with estate planning, but obviously your father's finances are his own private business. I bet he doesn't want you to fret about it, though. (Fresno Bee -- Lifestyle)
Local Industry News & Notes for Sunday, August 24, 2008 Aug 24, 2008
Tax, estate planning or financial professionals are eligible ... We are looking for individuals who have shown unparalleled commitment to their clients, said Curtis Saiki, advisory board member of Hawaii Tax Institute and vice president and estate planning advisor at First Hawaiian Bank. (Lihue Garden Island, HA)
Northeast Iowa companies gear up for Farm Progress Show Aug 23, 2008
The show's Seminar Center offers a full schedule of daily programs to inform producers of marketing alternatives, management options, family estate planning and ag industry updates. Rabo AgriFinance, with its north central region operations center based in Cedar Falls, plans to have a host of employees at the show to talk to farmers about financing options. (Waterloo-Cedar Falls Courier)
Hoges took tax advice from a 'big four' firm Aug 23, 2008
The court documents show that Ernst & Young gave Hogan advice between 1999 and 2005 on topics including trust deeds, estate planning and debt restructuring. A November 2007 letter from Hogan's Sydney solicitor, David Rydon, notes that the Australian Crime Commission used its coercive powers to seize "a plethora" of files relating to Hogan from Ernst & Young in 2005, and had examined one of the firm's senior tax advisers, Marcus Davis. (Sydney Morning Herald)
Helping Women at Every Life Stage Achieve Financial Success Aug 22, 2008
That is evident when you consider that 60 percent of respondents don't understand how annuities work; 45 percent are unsure when it comes to estate planning, trusts and wills; and 42 percent have trouble understanding long term care insurance. Women were also asked where they turned for financial information currently. (Canton Daily Ledger, IL)
Top 5 Smart Financial Moves Aug 22, 2008
That's why it's important to start estate planning from the moment you have assets in your name, be it real estate, investment portfolios or cars. Prepare a list of all of your assets, and give it to a professional estate planner who, for around $200, can draw up an estate analysis, which provides an estimate of your assets' current value, says David Phillips, author of "Estate Planning Made Easy." Then, give the estate analysis to your attorney ... For more on estate planning, read our story. (SmartMoney)
End-of-life decision seminar Aug 21, 2008
End-of life care and estate planning issues may be difficult to discuss, but it is best to make your wishes known before a crisis situation occurs. Registration begins at 9:30 a.m. with the seminar from 10 a.m. until noon in the basement meeting room at the L.I.F.E.Center, 725 E. Karsch Blvd., Farmington. (Park Hills Daily Journal, MO)
Wilmington man named director of planned giving Aug 21, 2008
Prior to his work at Hallmark, McDonald was a financial planner specializing in estate planning, taxation and accounting. His career also includes many years as a senior auditor in Boston s Division of Healthcare Finance and Policy. (Wilmington Advocate, MA)
Penny Pritzker Shows Why She Convinced Warren Buffett to Help Barack Obama Aug 21, 2008
Estate planning wasn't one of Jay's strengths, says Klein, his business partner. This whole subject required Jay to focus on mortality,'' Klein says. (Bloomberg)
John Polinko Joins McDonald Hopkins Law Firm as an Associate in Cleveland, Ohio Aug 20, 2008
com About McDonald Hopkins With more than 130 attorneys in Cleveland, Chicago, Columbus, Detroit, and West Palm Beach, McDonald Hopkins is a full-service firm focused on business law, litigation, restructuring, and estate planning. More information about McDonald Hopkins can be found at. (PR Newswire)
Questions to Ask a Prospective Financial Planner Aug 20, 2008
So before you hand over responsibility for your savings, investments, insurance, taxes, retirement and estate planning to someone, you need to do some sleuthing. When interviewing a financial professional, be armed and ready with some critical questions (see chart below). (SmartMoney)
Obituaries for Wednesday, Aug. 20, 2008 Aug 20, 2008
He became a health and life insurance agent and he also did estate planning. After purchasing the Sandbergen, Hagen and Dimmick Insurance Agencies, he owned and operated the Dick Hieb Insurance Agency. (La Crosse Tribune, WI)
Southwest Securities Builds Sales Team Aug 19, 2008
He joins Southwest Securities from 1st Global, where he was responsible for managing ongoing relationships with estate planning attorneys and multi-partner CPA firms. Byron has trained CPAs, attorneys and financial advisors to increase revenue, maximize relationships with clients and enhance efficiency. (PR Newswire)
AmericInn parent Northcott looking for buyer Aug 19, 2008
Arnold Angeloni, CEO of Northcott, said in a statement, Our decision to seek a buyer is not a business decision; it s a financial and estate planning one. In early 2008, the trust that controls 100 percent of our parent company decided that it was in the best interests of its beneficiaries to diversify their personal assets. (Twin Cities Business Journal, MN)
Melhiser Endres Tucker merging with Tennessee firm Aug 19, 2008
The merged company will offer auditing and attestation services, tax planning and compliance consulting, estate planning, and cash flow management among other services. Reader Comments. (Louisville Business First, KY)
Wall marks loyal 22-year career with Merrill Lynch Aug 19, 2008
Members: Not Registered. for free extra services. (Louisville Business First, KY)
HGTV Dream Home Giveaway 2009(SM) Located in Sonoma Valley, CA Aug 19, 2008
The law firm of Mayo & Rogers serves the legal needs of business owners and individuals in the areas of real estate, litigation, probate and estate planning. Based in San Francisco, CA.mayoandrogers. (Yahoo! Wire -- Entertainment News)
D'Ambra to sell up to 500K of his AMRI stock Aug 18, 2008
The planned sales are intended to diversify their holdings and for estate planning purposes. Reader Comments. (Albany Business Review, NY)
