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The first will was found in an ancient tomb in Egypt. Is there a final will in your safety deposit box? You’ll want to get one after reading these little-known facts about last will & testament, power of attorney, & living will documents.
Read more: blogs.lawyers.com/2012/05/ten-things-you-dont-know-about-...
Missouri Securities and Investment Fraud Attorney representing victims of investment losses. The firm also provides estate planning and business planning services in Missouri and Kansas.
Two rather unknown and unrelated pieces of legislation enacted last year without much fanfare create nearly unparallelled opportunities for the affluent to further literally enrich their decedents. The two pieces of legislation deal with raising how much money a person can annually convert into Roth IRA and raising Generation Skipping Transfer Tax exemption. The combination of these two rather seemingly unrelated pieces of legislation enables literally affluent grandparents to leave significant amount of money for their grandchildren free of taxes. Let us see how.
Read more: research.lawyers.com/blogs/archives/14251-Wealthy-Grandch...
www.MyFinPlanner.com, an innovative financial management tool, invented by Amol Dhake, CMD, Satvik Financial Services Limited, having application for availing exclusive exploratory financial services, processing plans and adding values mainly for monitoring of money, savings, investments and growth. A Panel of certified financial advisors navigates and helps the clients in different forums of tasks and assignments undertaken for rendering timely and professional services under the domain of MyFiplanner.com
Twyla Sketchley is awarded the Charlotte Brayer award by The Florida Bar Elder Law Section. Chair Linda Chamberlain (right) makes the presentation.
www.bach-elder-law.com/news/recent-news/12-elder-law-chai...
The Florida Bar Elder Law Section awards Patricia I. Taylor with the Member of the Year award. Chair Linda Chamberlain (right) makes the presentation.
www.bach-elder-law.com/news/recent-news/12-elder-law-chai...
As we grow older, our estate-planning needs change. Many seniors may mistakenly think a last will and testament is all they need to satisfy their estate plans. But that’s often not the case. Today, let’s look at the five most common estate-planning mistakes that seniors are likely to make.
Read more: blogs.lawyers.com/2012/03/5-common-estate-planning-mistak...
glossLegal founder and qualified solicitor Peter Watts, a long-time specialist in Wills, Trust, Tax & Probate in the UK. More at www.glosslegal.co.uk/about_glosslegal.html
Listen to Rod and Toni’s Radio Show every Saturday and Sunday Morning from 7:00–7:30 AM on 105.7 The Fan (FM Radio)
Most care givers in America today are family members. Many will do whatever they can to keep people out of nursing homes. Why? Because it breaks their heart to make that decision. Why not plan now for care that may need to come later. Make your decisions now, spare your family the heartbreak later.
glossLegal co-founder and internet entrepreneur Alexandre (Alex) Gonthier. More at www.glosslegal.co.uk/about_glosslegal.html
1 sample of many business card templates available at 123Print for accountants, estate planners and other financial professionals.
Making family memories is important; preserving them is equally important. Plan ahead for the need for extended care so that the last memories are among the best.
The National Academy of Elder Law Attorneys (NAELA), a professional association of attorneys dedicated to improving the quality of legal services provided to older Americans and individuals with special needs, established May as Elder Law Month as a way to educate seniors and their families about their legal options in dealing with elder abuse and fraud, long-term and health care planning, Medicaid, Medicare, estate planning, and other important issues.
Read more: elder-law.lawyers.com/blogs/archives/20531-May-is-Nationa...
Florida Registered Paralegal, graduated from Penn State University and taught elementary school while doing graduate work at West Chester State University. After moving to Geneva, Switzerland where she lived for four years, Jayne studied French and traveled extensively through Europe and the Middle East.
Now in Sarasota, she has been assisting Babette Bach since she first opened the Bach Elder Law practice in 2003. Jayne’s experience caring for my 96-year-old mother-in-law has given her great personal insight into many clients' concerns.
Jayne has been happily living in Sarasota for the last 15 years with her husband and three cats. She enjoys sewing, machine embroidery and reading. With such broad background and interests, Jayne establishes a comfortable rapport with the diverse clients of Bach Elder Law.
Should you have a trust or a will if you want to save money and give your loved ones the maximum benefit from your estate? Do lawyers always have their clients’ best interests in mind? Is your estate too small for a trust to be the right choice?
Ronald Sharp answers these questions and more in his guide to living trusts. He explains trusts in clear and easy-to-understand language, including one truth that most lawyers don’t want to admit: A trust is not only as effective but is often less costly than a will. Wills benefit lawyers. Trusts benefit families. Without all of the technical jargon included in most law books, Living Trusts for Everyone highlights the benefits of trusts and how to avoid unnecessary legal expenses.
Jeff Pennini Appraisals is your real estate appraiser in Hanson, Massachusetts. Jeff Pennini Appraisals provides dependable and accurate appraisals in Bristol, Norfolk, Plymouth, and Middlesex counties. Jeff Pennini Appraisals are FHA approved Certified Residential Real Estate Appraiser, and so are educated and qualified to provide the type of reliable appraisals that banks and major lending institutions require for home loans. With years of experience, we handle a variety of property types. In addition to mortgage appraisals, other services available are: Removing PMI (Private Mortgage Insurance), Tax Assessments (reducing your property taxes), Setting a home’s sales price, Legal matters such as divorce settlements, Estate planning, Employee relocations. Technology is used for faster turn times for you and lower costs for everybody. Jeff Pennini Appraisals takes pride in providing personalized customer service whether on the phone, sending e-mail or communicating through this website which you can use 24/7 for placing orders, checking status or downloading completed reports. Jeff Pennini Appraisals provide service to our customers in the areas of Plymouth, Bristol, Norfolk, Middlesex, and Essex, Suffolk, Worcester Counties on a per case basis.
The National Academy of Elder Law Attorneys (NAELA), a professional association of attorneys dedicated to improving the quality of legal services provided to older Americans and individuals with special needs, established May as Elder Law Month as a way to educate seniors and their families about their legal options in dealing with elder abuse and fraud, long-term and health care planning, Medicaid, Medicare, estate planning, and other important issues.
Read more: elder-law.lawyers.com/blogs/archives/20531-May-is-Nationa...
Here's a collection of frequently asked questions about family law.
Read them here: business-law.lawyers.com/business-planning/Working-with-Y...
Babette Bach (left) presents outgoing Chair Linda Chamberlain with an original pastel painting by Arlee J. Colman as thanks for a year well run.
www.bach-elder-law.com/news/recent-news/12-elder-law-chai...
The Florida Bar Elder Law Section presents an award to Susan Trainor, longtime editor of the section’s newsletter, The Advocate.
www.bach-elder-law.com/news/recent-news/12-elder-law-chai...
Fredric C. Jacobs, Esq.
Fred has been an "av" rated attorney since 1976, holds a Masters degree in tax law and is Florida Board Certified in tax law. In addition to practicing law, he teaches estate planning, Federal taxation of estates, trusts and gifts, tax procedure and international taxation as an adjunct law professor at Stetson Law School, St. Petersburg, Florida.
Bach Elder Law benefits from Fred’s experience in income and estate taxation and estate and financial planning for the elderly. For many years he has counseled clients on how to hold, gift and bequeath assets and structure family and business transactions of every type in order to minimize the impact of federal and state taxation.
Fred has drafted and seen to the proper implementation of countless wills, living trusts, family limited partnerships, powers of attorney, guardianship declarations and other documents to meet the financial and tax planning needs of his clients. Clients value his extensive experience in how to avoid probate as well as in the administration of trusts and estates. As an educator, he has lectured and given seminars on the taxation of and planning for IRA, 401(k) and other pension distributions.
With his first job as a trial attorney with the Securities and Exchange Commission in Washington, DC., Fred has a deep background in securities as well as tax law He understands annuities, insurance products and other investments, including policy surrender issues and has successfully represented clients in arbitration proceedings against securities brokers and investment firms.
In the business area, Fred has represented small and medium sized businesses in all aspects of their organization and operation, including choice of business entity (corporation, s corporation, partnership, LLC), business acquisitions and mergers, buy-sell agreements, employee benefit and stock option programs, and employment and non competition agreements.
Fred is also experienced in real estate transactions, including tax free “like kind” exchanges, and serves as an approved attorney and agent for one of the largest title companies doing business in Florida.
Fred is admitted to practice in Pennsylvania and Florida, the United States Tax Court, the US Claims Court and the Federal District Courts and also regularly represents clients before the Internal Revenue Service.
“After 38 years in private practice, it is a privilege to be associated with Babette, the Chair of the Elder Law Section of the Florida Bar, and a knowledgeable, caring and vigorous advocate for the elderly,” says Fred.
Bach Elder Law is dedicated to meeting the specialized legal needs of the elderly (and not so elderly), the disabled and their families. Elder law is defined by the client to be served. Our clients range from the healthy preparing for their future, to those in critical need. Many problems we solve come from the expected and unexpected changes associated with aging.
We all benefit exponentially from advance planning to reduce stress and cost both later in life and at death. We at Bach Elder Law view our clients holistically. This means that we take the timeto learn about your diverse health and legal issues. If you or a loved one are reading this page, you are probably contemplating an issue we can help you with.
Under the leadership of Babette B. Bach, Esq. CELA, a Board certified Elder Law specialist, the entire team provides personalized service with a great deal of familiarity and deep understanding of the legal and personal issues that must be considered in planning for your future.
Our warm and inviting office is located at 240 South Pineapple Avenue, Suite 704 in downtown Sarasota, Florida. [click for map and directions] For appointments or questions, please call us at (941) 906-1231. Click here to email your questions or requests to us directly by email.
Alice Granger received a B.A. in Portugese, attended the Graduate School of Social Work at Rutgers University, and graduated as well from the Paralegal Institute at NYU in New York City. While her early worked included time as an interpreter, she then spent over 25 years gaining varied legal experience both in the private sector and corporate settings, including AT&T and the American Automobile Association. She was also a NJ licensed insurance agent and even co-managed a family restaurant.
Throughout it all Alice raised three daughters and retired to Florida. Her interest was piqued as a volunteer Ombudsman with Florida’s Department of Elder Affairs before joining the Bach team almost five years ago. Alice, currently serving as the Vice President of the Southwest Florida Paralegal Association, earned her Certified Paralegal status and is a Florida Registered Paralegal. She has travelled in the South Pacific, western Europe and the Mediterranean. Alice enjoys cooking and entertaining as well as varied social clubs in Sarasota.
www.bach-elder-law.com/about/our-team/15-alice-grainger-c...