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Alert: Estate and Financial Awareness Campaigns
National Financial Literacy Month (April) & National Estate Planning Awareness Week (October 21-27, 2013) Please join our distinguished 2013 honorary co-chairpersons Jonathan Blattmachr, Esq., AEP� (Distinguished), recognized as one of the country�s most creative trusts and estates lawyers, author and speaker; and Janet Novack, leading financial journalist, exceptional communicator, and the Washington D.C. Bureau Chief [...]

Alert: National Financial Literacy Month (April)
National Financial Literacy Month is recognized in the United States in April in an effort to highlight the importance of financial literacy and teach Americans how to establish and maintain healthy financial habits. ******************************************* Senate Congressman AKAKA (for himself, Mr. ALLEN, Mr. SARBANES, Mr. CORZINE, Mr. SANTORUM, Mr. KOHL, Mr. THOMAS, Mr. JOHNSON, Mr. KENNEDY, [...]

Alert: National Estate Planning Awareness Week is the Third Week in October (October 21-27, 2013)
Estate planning is one of the most overlooked areas of personal financial management. It is estimated that over 120,000,000 Americans do not have up-to-date estate plans to protect themselves or their families in the event of sickness, accidents, or untimely death. This costs the affluent and middle classes wasted dollars and hours of emotional hardship [...]

The American Taxpayer Relief Act was signed into law
On January 2, 2013 President Obama signed the American Taxpayer Relief Act (ATRA) into law. This came the day after the Senate and House of Representatives passed the bill. ATRA makes permanent many tax cuts enacted in 2001 and 2003, and makes a permanent patch on the alternative minimum tax and extends many individual and [...]

My Estate Planning Organizer
My Estate Planning Organizer� Helping to Develop & Maintain a Sound Estate Plan for You & Your Family Organizing financial information is challenging for most of us. My Estate Planning Organizer streamlines the estate planning process, helping you prepare your estate plan in a quick and easy manner. Using My Estate Planning Organizer to assist [...]

Alert: National Financial Literacy Month (April)
National Financial Literacy Month is recognized in the United States in April in an effort to highlight the importance of financial literacy and teach Americans how to establish and maintain healthy financial habits. ******************************************* Senate Congressman AKAKA (for himself, Mr. ALLEN, Mr. SARBANES, Mr. CORZINE, Mr. SANTORUM, Mr. KOHL, Mr. THOMAS, Mr. JOHNSON, Mr. KENNEDY, [...]

Choosing the right financial advisers
It’s important that you carefully select qualified advisers to guide you through�lifes changes and challenges. If used properly, the right financial adviser (s) can save you time, money and heartaches. There are many types of financial advisers and services to choose from. These many include attorneys, accountants, appraisers, bankers. credit counselors, financial planners, investment advisers, [...]

Charitable gifts come in many forms
Q: We getting ready to sell our business and are considering making some charitable gifts. What suggestions do you have on the best ways to donate?�- �T.W. Missouri� A: When you decide the time is right time for you to make a charitable gift(s) to your favorite nonprofit organization or cause(s), don’t assume that just [...]

Modifying Estate Planning Documents for Someone Living with Parkinson�s Disease
Introduction to Planning and Drafting Documents for PD �If�you have or a loved one have Parkinson�s disease (PD) every estate planning document, as well as your planning itself (not discussed extensively in this article) should be modified and tailored to reflect your current circumstances and likely disease course.� Naming Fiduciaries When Planning for a Client [...]

Planning for elders� financial & health matters
� It is wise for your parents to have their documents in order. That way, they will have set up the desired legal mechanisms to help manage their financial, health and personal affairs when they’re unable to do so for themselves. Here are some considerations to keep in mind. HANDLING FINANCIAL MATTERS There are several [...]

The 2010 Tax Relief Act was signed into law December 17, 2010
On December 17, 2010, President Obama signed the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (The 2010 Tax Relief Act) into law. This came the day after Congress adjourned its year-end lame-duck session passing this� massive piece of legislation consisting of many short-term fixes that will need to be addressed in [...]

Understanding the process helps to close estate
Q: My parents passed away last month in an auto accident. I am the appointed executor and feel like I’m quickly getting lost in paperwork. How do I close their estates quickly before I drown?� - J.J., Washington A: Being an executor, administrator or trustee can be very time-consuming and thankless job. To simplify and [...]

Please Note

Information on this page came from EstatePlanningAnswers.org, a service of The NAEPC Education Foundation and National Association of Estate Planners & Councils.

EstatePlanningAnswers.org offers a collection of informative life event articles and resources related to estate and financial planning. Within these articles you will find checklists, downloadable worksheets and forms, and links to many valuable resources.