News Topic: estate planning

Mortgage and Finance News: (ATLANTA, Ga.) Alliance Group, a leading IMO in the life insurance and annuity sectors, is pleased to announce Carlos Vazquez's transition to a full-time role as Marketing Coordinator within the company's esteemed marketing team. After an impactful 15 months serving as a Special Assistant to the CEO, Vazquez will now lend his talents to the coordination, prioritization, and execution of daily tasks for the marketing team, further enhancing the support and resources available to Alliance Group's independent agents, agencies, and partners.

Mortgage and Finance News: (WALNUT CREEK, Calif.) Leading Bay Area estate planning firm Absolute Trust Counsel will host a free virtual event, The Absolute Trust Academy Trust Administration 101, on October 28, 2022, to equip CPAs and CFPs with a stronger knowledge of trust administration processes. The webinar is aimed at enhancing advisors' client services and relationships.

Mortgage and Finance News: (JACKSONVILLE, Fla.) The Peace of Mind Estate Organization, Inc., today introduced a new podcast that features thought-provoking conversations with survivors of a range of emergencies and end-of-life scenarios-from major hurricanes to Alzheimer's Disease. "Ready Now" explores the ways everyday consumers can take charge of becoming ready, now, for life's most difficult scenarios.

Mortgage and Finance News: (DELRAY BEACH, Fla.) Bellvue Rush announced today that the options that have only been available to the highest earners must now be made accessible to everyone. The plan is to do so through access to information, as that has only been available to those with the best accountants to date.

Mortgage and Finance News: (HENDERSONVILLE, N.C.) Katrina Bragg, owner of Task Mania, a leading virtual administrative assistant service, today launches "Finishing Touches," a living document designed to capture and organize an individual's most important personal information.

Mortgage and Finance News: (SHERMAN OAKS, Calif.) Bessolo Haworth, a leading West Coast tax, accounting and business advisory firm, announces the promotion of Sasha Baluka to partner. Baluka will continue to manage some of the firm's largest clients and will now also work with the firm's partners to manage and lead the organization.

Mortgage and Finance News: (AVENTURA, Fla.) Elder Solutions Law Firm, PA has released a new service for Seniors in response to COVID-19. The service is called the Senior Kit, and it focuses on basic estate planning for seniors.

Mortgage and Finance News: (WALNUT CREEK, Calif.) Absolute Trust Talk, a monthly podcast released by Absolute Trust Counsel, recently sat down with Michael Crvarich, Vice President of Legacy Giving at the John Muir Health Foundation, to discuss how an individual's core value system is the new driving force behind charitable giving.

Mortgage and Finance News: (WALNUT CREEK, Calif.) Greater Bay Area estate planning firm Absolute Trust Counsel announces the launch of the Absolute Trust Talk podcast. 'Absolute Trust Talk' is a new avenue to educate clients and prospects on a wide variety of trending business and financial wellness topics and how they can make better-informed decisions when planning for the future.

Mortgage and Finance News: (HENDERSONVILLE, N.C.) If you're old enough to earn a living, parent a child, or think about maximizing your assets, then it may be time to consider the choices you need to make right now to protect your net worth in the future. That's why Four Seasons Compassion for Life, Flat Rock, will sponsor 'Estate Planning and Long Term Care Planning 101: Foundations for Informed Choices,' a free seminar, on April 15, 2014.