estate planning Latest News

Financial Planning Association™ of Massachusetts (FPA MA) has selected Dave Caruso, CFP® as the first recipient of the Financial Planner of the Year Award. Caruso is Founding Chairman/Managing Director of Coastal Capital Group, LLC in Danvers, MA.

Paraklete® Financial, Inc. is a sponsor of the Georgia's Society of CPA's Estate and Financial Planning Section's first Financial Planning Workshop Thursday, May 9, 2013 being held at the GSCPA offices.

Tom Tillery to speak at The Georgia Society of CPA's first Financial Planning Workshop organized by the Estate and Financial Planning Section of the GSCPA. The half-day workshop is Thursday, May 9th, 2013 beginning at 8:00 AM at the GSCPA offices.

Mary E. Mullin, Attorney at Law is proud to present the launch of their new website. After practicing law for over two decades, they have accumulated a vast amount of knowledge. Their goal is to guide you through the legal process of probate.

The legal team at the Law Office of Sylvia C. Lugo-Sotomayor understands the difficulty of the probate process. To assist Puerto Ricans in the probate process, they have created a new website to explain the unique laws of the U.S. territory.

Anaheim Estate Planning Firm Launches New Website The Law Office of James F.

Robert Turner, President & CEO of Capitol Financial Solutions (CFS), is pleased to welcome new financial advisor, Robert Zavell, AAMS, to the firm.

Florida Attorney T.J. Heinemann has joined The Karp Law Firm, P.A.

To ensure survival and growth of a business, succession planning is needed to protect family or shareholder/stakeholder and employee harmony. A good plan should minimize taxes and provide a pathway to retirement for principals of the business.

Residents in Pittsburgh and throughout Pennsylvania will benefit from the helpful estate planning checklist just released by the Pittsburgh estate planning lawyers at Frayer Law Offices.

Jack Teboda, financial and retirement planning expert, was recently featured in Newsweek as one of America’s PremierExperts.

Attorneys Craig R. Hersch and Michael B. Hill of Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, P.A. will present two southwest Florida workshops on February 6 and 7 at 2:00 p.m. to provide many answers to questions on estate planning

North Carolina estate planning attorney Gregory Herman-Giddens, JD, LLM, TEP, CFP will present IRA Trust and Asset Protection Planning in a day-long course at WealthCounsel’s South Carolina Forum Meeting in Charleston on Friday, February 15, 2013.

ASA to Help Estate Planners Better Understand Reasons on Why to Include an Appraisal in the Estate Planning Process at Upcoming Conference

Capitol Financial Solutions Employees Support Capital City Clauses

Mike Broemmel, author-lecturer and CEO of Broemmel Media, discusses the ins and outs of estate and financial planning for business partners in the 21st century

2013 Fiscal Cliff Seminar offered to locals. Aims to inform and prepare citzens for tax changes coming in 2013.

In an effort to stay competitive in the ever changing financial world, Advanced Pension Strategies has expanded the business throughout new locations in Southern California.

Chapel Hill estate planning attorney Gregory Herman-Giddens received a Pro Bono Award honoring free legal service provided to North Carolina. Herman-Giddens was one of 12 estate planning attorneys to be recognized with the honor.

Capitol Financial Solutions Participates in Toy Drive for Toys for Tots

Capitol Financial Solutions has received GAMA International’s Master Agency Award. Robert Turner, President & CEO of Capitol Financial Solutions was one of 252 recipients of the award in 2013.

Attorney Finlay decides to donate for a good cause by helping raise funds for the Bell Tower Foundation which supports groups such as Boys and Girls Club of RSM and the RSM Fresh Produce Food Pantry.

William R. Terry, II, President & CEO of Valley Financial Solutions, is pleased to welcome new financial representative, Aimee Ward, to the firm.

Capitol Financial Solutions Volunteers For Local Community Kitchen and Food Bank

Evan Guthrie of the Evan Guthrie Law Firm in Charleston, South Carolina volunteered to help the Charleston Food and Wine Festival in Charleston, SC on Friday March 1st 2013.

Financial Planning Association™ of Massachusetts (FPA MA) has selected Dave Caruso, CFP® as the first recipient of the Financial Planner of the Year Award. Caruso is Founding Chairman/Managing Director of Coastal Capital Group, LLC in Danvers, MA.

Paraklete® Financial, Inc. is a sponsor of the Georgia's Society of CPA's Estate and Financial Planning Section's first Financial Planning Workshop Thursday, May 9, 2013 being held at the GSCPA offices.

Tom Tillery to speak at The Georgia Society of CPA's first Financial Planning Workshop organized by the Estate and Financial Planning Section of the GSCPA. The half-day workshop is Thursday, May 9th, 2013 beginning at 8:00 AM at the GSCPA offices.

Elizabeth A. Burick Co. L.P.A. is a law firm that serves the Canton, Ohio residents for estate planning and personal injury needs. Attorney Burick created a new website for prospective clients to learn more about the estate planning process.

Evan Guthrie Law Firm Volunteers To Help With Charleston SC Cinderella Project Evan Guthrie of the Evan Guthrie Law Firm in Charleston, South Carolina volunteered to help assist the Cinderella Project in Charleston, SC on Friday March 1st 2013.

Mary E. Mullin, Attorney at Law is proud to present the launch of their new website. After practicing law for over two decades, they have accumulated a vast amount of knowledge. Their goal is to guide you through the legal process of probate.

Evan Guthrie of the Evan Guthrie Law Firm in Charleston, South Carolina taught a class on the subject of estate planning at Hanahan Senior Center in Hanahan, SC on Thursday February 28th 2013.

Harris Law Offices knows that estate planning can help protect families and provide peace of mind. To assist the residents of Haddon Heights plan for the future, they have created a website with information on wills, trusts and more.

What is Estate Planning? Believe it or not, you have an estate. In fact, nearly everyone does.

The legal team at the Law Office of Sylvia C. Lugo-Sotomayor understands the difficulty of the probate process. To assist Puerto Ricans in the probate process, they have created a new website to explain the unique laws of the U.S. territory.

Susan E. Durre, P.A. has recently launched a new probate website for clients in the Miami area. The firm wishes to inform those who are interested in preparing for probate, or are dealing with probate after losing a loved one.

Evan Guthrie of the Evan Guthrie Law Firm in Charleston, South Carolina visited Sangaree Middle School in Ladson, SC for their career day on Wednesday February 27th 2013.

Anaheim Estate Planning Firm Launches New Website The Law Office of James F.

Evan Guthrie of the Evan Guthrie Law Firm in Charleston, South Carolina judged the South Carolina High School Mock Trial Competition for the Lowcountry Region  at North Charleston City Hall in North Charleston, SC on Saturday February 23rd 2013.

Evan Guthrie of the Evan Guthrie Law Firm in Charleston, South Carolina spoke to the Ashley Ridge High School law education class on Wednesday February 2013 in Summerville,...

Robert Turner, President & CEO of Capitol Financial Solutions (CFS), is pleased to welcome new financial advisor, Robert Zavell, AAMS, to the firm.

Robert Turner, President & CEO of Capitol Financial Solutions (CFS), is pleased to welcome new registered representative, Andrew Lynch, to the firm.

Evan Guthrie of the Evan Guthrie Law Firm in Charleston, South Carolina taught an estate planning and probate class at John’s Island Regional Library on Wednesday February 13th 2013.

Evan Guthrie Law Firm Organizes Estate Planning And Wills Clinic In Summerville SC For Habitat For Humanity   Evan Guthrie of the Evan Guthrie Law Firm in Charleston, South Carolina organized and ran an estate planning and wills clinic for the...

In her new book, Why Every Adult Must Have a Health Care Directive, attorney Jennifer Lewis Kannegieter poses what many consider the ‘tough’ questions. She reminds us that death is a fact of life, one that we often would rather not think about.

This past Friday, March 15th, 2013, a team of financial representatives at Capitol Financial Solutions, a local financial services firm in Raleigh, hosted a client appreciation event for the 2013 ACC Tournament.  William D.

Matthew Zagula, President of First Financial Advisors and Bleier Zagula Investments, was recently an expert guest on The Consumer’s Advocate television show. The show was recently featured on NBC, CBS, ABC and FOX network affiliates around the country.

Jeannette Bajalia, President of Petros Estate and Retirement Planning, was recently seen in Forbes with other leading professionals as part of a feature called “America’s PremierExperts® Presents: Forecasts & Strategies For the New Year &...

John Hancock Financial Network (JHFN) announced today that Boston Partners Financial Group of Andover, MA, led by managing partner Mark Marroni, JD, LLM, CLU, ChFC, was awarded the President’s Trophy; Capitol Financial Solutions of Raleigh, NC, led by...

Capitol Financial Solutions, headquartered in Raleigh, NC and led by President and CEO Robert Turner, received the Leading with Excellence - Growth Award  from the John Hancock Financial Network (JHFN), announced by Brian B. Heapps, president, JHFN.

Evan Guthrie of the Evan Guthrie Law Firm in Charleston, South Carolina organized an estate planning clinic for the homeowners at the Horry Habitat For Humanity in Myrtle Beach, SC on Saturday January 26th 2013.

Florida Attorney T.J. Heinemann has joined The Karp Law Firm, P.A.

After 35 Years in the Corporate World, Jeannette Bajalia – Author of “Wi$e Up, Women! A Guide To Total Fiscal and Physical Well Being,” Has Now Found Her True Passion

To ensure survival and growth of a business, succession planning is needed to protect family or shareholder/stakeholder and employee harmony. A good plan should minimize taxes and provide a pathway to retirement for principals of the business.

Evan Guthrie of the Evan Guthrie Law Firm in Charleston, South Carolina was awarded the Star of The Quarter award by the Young Lawyers Division of the South Carolina Bar in December of 2012

Financial Advisor Matthew Zagula discusses how higher gas prices and inflation will affect your retirement and income planning.

Chapel Hill lawyer Gregory Herman-Giddens, JD, LLM, TEP, CFP presents “IRA Beneficiary Trusts and Post-Death Administration: New Estate Planning Tool” in a national webinar through continuing ed provider Strafford Publications on April 4, 2013.

Attorney Harriet H. Roland offers comprehensive elder law, estate planning, probate, trust and estate administration services to the Las Vegas, Nevada area.

Residents in Pittsburgh and throughout Pennsylvania will benefit from the helpful estate planning checklist just released by the Pittsburgh estate planning lawyers at Frayer Law Offices.

Trevor Ikwild, CRPC® Recognized for Exceptional National Performance

Evan Guthrie of the Evan Guthrie Law Firm in Charleston, South Carolina helped with a holiday gift project for an elementary school in the Charleston, SC area on Friday December 7th 2012

Jack Teboda, financial and retirement planning expert, was recently featured in Newsweek as one of America’s PremierExperts.

Scott D. Sorrell, CLU, ChFC, CASL, CLTC, Sponsors 2013 UNC Dance Marathon

Kristopher T. Olexy, CLTC Recognized for National Performance

Financial Advisor Matthew Zagula offers information about trusts - helping others understand how they can better direct their estate and protect their assets.

Evan Guthrie of the Evan Guthrie Law Firm in Charleston, South Carolina spoke to a high school law education class at Hanahan High School in Hanahan, SC on Wednesday November 14th 2012

Evan Guthrie of the Evan Guthrie Law Firm in Charleston, South Carolina taught a class on the fundamentals of estate planning and probate at the St. Andrews Regional Library located in West Ashley in Charleston SC on Tuesday November 13, 2012

Richard J. Shapiro, partner in the law firm of Blustein, Shapiro, Rich & Barone, LLP, will give three elder law-related presentations as part of NBI’s Fundamentals of Elder Law continuing education seminar in Newburgh, NY on Monday, March 11, 2013.

Valensi Rose, PLC announced that four of its lawyers were named Super Lawyers in Southern California for 2013. Only 5% of lawyers in California receive this designation, according to Super Lawyers is a division of Thomson Reuters.

William D. Smith, LUTCF, CLTC, Recognized for National Performance