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IRS CLARIFIES ESTATE RULES- Wall Street Journal- October 8, 2011

The Wall Street Journal Sunday, October 8, 2011 IRS Clarifies Estate Rules By: Laura Saunders The Internal Revenue Service last week clarified a provision of the estate tax affecting people who die in 2011 and 2012. The good news: The paperwork process is now clearer for surviving spouses. But the new rules could pose problems [...]

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Girls Scouts Educational Event – Women and Money

Union Bank and Girls Scouts of San Diego have assembled a panel of women to lead an informative discussion on The Truth About Women and Money. The program includes a panel discussion on current trends that exist today regarding women and wealth, and actionable steps you can take to gain greater control over your finances [...]

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IT’S YOUR ESTATE

Free Estate Planning Education Workshop Series. Space is limited so reserve now!

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How Do Women Choose A Financial Planner?

Many women have found themselves on the horns of this dilemma. Increases in divorce, death of a spouse, inheritance, and sudden success of a business, are but a few of the events that cause women to seek help making sound financial decisions and appropriate planning. The question is a long standing one however; today there are so many choices and everyone has an answer or a suggestion.

In San Diego we found such a team: Dax Fletcher and Ardo Peltekian, otherwise known as The Fletcher Peltekian Group* at Morgan Stanley Smith Barney.

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Do you know if anyone could find your will and documents when you weren’t there?

Bolander Law Group is helping AXA Advisor, Linda Hukill, present at the Family Love Letter Workshop on August 24, 2011 at the Southwestern Yacht Club. We hope to see you there!

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“Website is first class”

“…your website is extremely professional [and] very well done…seriously, your website is first class.”

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“Nice Job”

“I want to commend you on your open and concise billing format. It made it easy for me to advise my clients as to the types of fees they could expect.”

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The 25 Documents You Need Before You Die

It isn’t enough simply to sign a bunch of papers establishing an estate plan and other end-of-life instructions. You also have to make your heirs aware of them and leave the documents where they can find them.

Consider: At least 10 states have been investigating whether some of the country’s largest insurers are failing to pay out unclaimed life policies to beneficiaries. California and Florida have held public hearings on the issue in recent weeks.

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Predicting Alzheimer’s: Would you want to know?

Detecting Alzheimer’s early, even before symptoms appear, is one of the big topics at the Alzheimer’s Association’s International Conference now taking place in Paris. The subject has also been the focus of a number of scientific research papers in recent months. NBC’s chief science and health correspondent Robert Bazell explains the benefits and limits of early detection, available treatments for dementia and whether people with a family history want to know their risks.

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Gay marriage raises prospect of NY adoption boom

New York will allow same-sex marriages beginning July 24. First comes love, then comes marriage. Now adoption lawyers and agencies in New York say they’re getting ready for a baby boom as same-sex couples emboldened by the state’s new gay marriage law take the next step and try to adopt children. New York will allow same-sex marriages beginning July 24, becoming the most populous state to legalize such weddings. Thousands of couples are expected to tie the knot.

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