Tag Archives: Planning

Lulich & Attorneys Acquires Robin Lloyd & Associates, P.A., Expanding Real Estate, Estate Planning and Probate Services May 9th, 2025Mollie Foley

Lulich & Attorneys Acquires Robin Lloyd & Associates, P.A., Expanding Real Estate, Estate Planning and Probate Services

May 9, 2025News & Updates&amp, Acquires, Associates, Attorneys, Estate, Expanding, Lloyd, Lulich, P.A., Planning, Probate, Real, Robin, ServicesMollie Foley

Vero Beach, Florida – Lulich & Attorneys is proud to announce the acquisition of Robin Lloyd & Associates, P.A., a respected law firm known for over five decades of excellence in Estate Planning, Probate, Trust Administration, Guardianship, Real Estate, Business Law, and Taxation. As part of this exciting development, Attorney Robin Lloyd will join Lulich … Continue reading Lulich & Attorneys Acquires Robin Lloyd & Associates, P.A., Expanding Real Estate, Estate Planning and Probate Services →

Ensuring Business Longevity: How Jeremy Eveland Guides Entrepreneurs Through Seamless Succession Planning February 10th, 2025Lindsey Meyer

Ensuring Business Longevity: How Jeremy Eveland Guides Entrepreneurs Through Seamless Succession Planning

February 10, 2025News & UpdatesBusiness, Ensuring, Entrepreneurs, Eveland, Guides, Jeremy, Longevity, Planning, Seamless, Succession, throughLindsey Meyer

West Jordan, Utah – In the bustling state of Utah, where business innovation meets entrepreneurial spirit, a dedicated professional is making waves in the realm of business succession planning. Jeremy Eveland, a committed business succession lawyer, is transforming how entrepreneurs approach the future. With his expertise and personalized strategies, Jeremy ensures that businesses not only … Continue reading Ensuring Business Longevity: How Jeremy Eveland Guides Entrepreneurs Through Seamless Succession Planning →

Littman Krooks Attorneys Distinguished as 2024 Super Lawyers Honorees for Excellence in Elder Law, Estate Planning and Probate, and Schools and Education November 9th, 2024Marisol Radtke

Littman Krooks Attorneys Distinguished as 2024 Super Lawyers Honorees for Excellence in Elder Law, Estate Planning and Probate, and Schools and Education

November 9, 2024News & Updates2024, Attorneys, Distinguished, Education, Elder, Estate, Excellence, Honorees, Krooks, Lawyers, Littman, Planning, Probate, Schools, SuperMarisol Radtke

Westchester County, New York – Super Lawyers® recognized Founding Partner Bernard A. Krooks, J.D., CPA, LLM (in taxation), CELA®, AEP® (Distinguished), Partner Amy C. O’Hara Esq., CELA®, Partner Marion M. Walsh, Esq. as 2024 Super Lawyers,® and Attorneys Arshi Pal, Esq., and Nicholas N. Khayumov, Esq. as Super Lawyer’s Rising Stars® for 2024. Founding Partner … Continue reading Littman Krooks Attorneys Distinguished as 2024 Super Lawyers Honorees for Excellence in Elder Law, Estate Planning and Probate, and Schools and Education →

Jennifer Denchak Wetzel to Discuss Succession Planning and Business Continuity at 2024 Dairy Conference August 3rd, 2024Brian Metz

Jennifer Denchak Wetzel to Discuss Succession Planning and Business Continuity at 2024 Dairy Conference

August 3, 2024News & Updates2024, Business, Conference, Continuity, Dairy, Denchak, Discuss, Jennifer, Planning, Succession, WetzelBrian Metz

Harrisburg, Pennsylvania – The Center for Dairy Excellence is convening the 2024 Dairy Financial and Risk Management Conference, an important event for dairy farmers and industry professionals striving to future-proof their operations in an ever-evolving marketplace. The conference will be held on September 11, 2024, from 8:00AM to 4:00PM and will feature Jennifer Denchak Wetzel … Continue reading Jennifer Denchak Wetzel to Discuss Succession Planning and Business Continuity at 2024 Dairy Conference →

Josh Berkley to Speak at Lunch + Learn Event for Estate Planning and Long-Term Care May 4th, 2024Deborah Sibley

Josh Berkley to Speak at Lunch + Learn Event for Estate Planning and Long-Term Care

May 4, 2024News & UpdatesBerkley, Care, Estate, event, Josh, Learn, LongTerm, lunch, Planning, SpeakDeborah Sibley

Shelbyville, Kentucky – Berkley Oliver PLLC proudly announces that one of our founding attorneys, Josh Berkley, will be a featured speaker at an upcoming Lunch + Learn event hosted by Shelby Farms Senior Living. “Planning for Your Golden Years” is scheduled for Wednesday, May 22nd, from 11:30 AM to 1:00 PM. This event is designed … Continue reading Josh Berkley to Speak at Lunch + Learn Event for Estate Planning and Long-Term Care →

Surprenant & Beneski’s Erin Nunes to Provide Insights in Estate Planning Webinar March 7th, 2024Edith Heaton

Surprenant & Beneski’s Erin Nunes to Provide Insights in Estate Planning Webinar

March 7, 2024News & Updates&amp, Beneski’s, Erin, Estate, Insights, Nunes, Planning, Provide, Surprenant, WebinarEdith Heaton

New Bedford, Massachusetts – Surprenant & Beneski, P.C. is proud to announce that their esteemed partner, Erin Nunes, will be a featured panelist in an upcoming Editorial Webcast focused on Legacy Planning. This event, scheduled for March 13, 2024, is a must-attend for those seeking to deepen their understanding of estate and legacy planning in … Continue reading Surprenant & Beneski’s Erin Nunes to Provide Insights in Estate Planning Webinar →

2023 Social Security COLA Increase: Hammond Law Group Provides Estate Planning Tips for Retirees March 1st, 2024Debra Holland

2023 Social Security COLA Increase: Hammond Law Group Provides Estate Planning Tips for Retirees

March 1, 2024News & Updates2023, COLA, Estate, Group, Hammond, increase, Planning, Provides, Retirees, Security, Social, TipsDebra Holland

Colorado Springs, Colorado – As part of its unwavering commitment to retirees’ financial security, Hammond Law Group is pleased to offer crucial estate planning insights to ensure retirees can navigate these changes with confidence. Retirees across the nation depend on Social Security benefits for financial stability during their golden years. The annual COLA, such as … Continue reading 2023 Social Security COLA Increase: Hammond Law Group Provides Estate Planning Tips for Retirees →

OC Wills & Trust Attorneys Hosts “Cocktails & Trusts: An Estate Planning Affair” Event October 15th, 2023Wilma Johnson

OC Wills & Trust Attorneys Hosts “Cocktails & Trusts: An Estate Planning Affair” Event

October 15, 2023News & Updates“Cocktails, &amp, Affair”, Attorneys, Estate, event, Hosts, Planning, Trust, Trusts, willsWilma Johnson

Orange County, California – OC Wills & Trust Attorneys, a leading estate planning law firm based in Orange County, is excited to announce their upcoming event, “Cocktails & Trusts: An Estate Planning Affair.” In celebration of Estate Planning Awareness Week, this event will provide attendees with the opportunity to enjoy cocktails while engaging in discussions … Continue reading OC Wills & Trust Attorneys Hosts “Cocktails & Trusts: An Estate Planning Affair” Event →

Bernard A. Krooks, Esq. of Littman Krooks LLP to Provide Special Needs Planning Insights at Free Webinar May 17th, 2023Lisa Gould

Bernard A. Krooks, Esq. of Littman Krooks LLP to Provide Special Needs Planning Insights at Free Webinar

May 17, 2023News & UpdatesBernard, Esq., free, Insights, Krooks, Littman, needs, Planning, Provide, Special, WebinarLisa Gould

New York, New York – The free webinar, entitled “Holistic View of Special Needs Planning,” will provide comprehensive legal and financial insights for families with a loved one with special needs. Bernard A. Krooks is a renowned attorney with extensive experience in special needs planning, special needs trusts, and special education advocacy is New York. … Continue reading Bernard A. Krooks, Esq. of Littman Krooks LLP to Provide Special Needs Planning Insights at Free Webinar →

Elder Law Attorney, Bernard Krooks, Featured in Forbes Article on Financial Planning for Families with Special Needs May 9th, 2023Maria Villarreal

Elder Law Attorney, Bernard Krooks, Featured in Forbes Article on Financial Planning for Families with Special Needs

May 9, 2023News & UpdatesArticle, Attorney, Bernard, Elder, Families, Featured, Financial, Forbes, Krooks, needs, Planning, SpecialMaria Villarreal

New York, New York – In a recent article published in Forbes, Bernard Krooks, a founding partner of Littman Krooks LLP, discussed the growing demand for financial planners specializing in helping families with children who have special needs. The article highlights the importance of early planning, building a professional team, and utilizing various financial tools … Continue reading Elder Law Attorney, Bernard Krooks, Featured in Forbes Article on Financial Planning for Families with Special Needs →