Chapters with active communities are listed below.
Guest speaker Caleb Harty, with Harty Financial will be presenting, "Exploring The Special Needs Map Tool." In this Knowledge Circle, Caleb will provide a demonstration of this innovative tool that can help advisors calculate future cost for special needs families and clients
05-08-2024 | 12:30 - 13:30 ET
06-17-2011 | 08:00 - 12:00 MT
Depending on your location, you may need to follow a series of steps to actually administer the estate: Filing the appropriate paperwork regarding probate Initiate the probate process, which is ruled by state laws and court supervision Get approval for estate expenses, if necessary Publish a death or custodianship notice in the newspaper Inventory the assets inside the estate, including their value Notify any businesses or creditors Collect any accounts receivable related to business agreements or personal loans Claim proceeds for life insurance or annuities that were not payable by contract to specified beneficiaries Putting together, paying, and representing the estate in front of tax authorities Transfer property to the distributors As you can see, there are many different tasks that might be required in estate administration, which is why more and more people are using trusts and other non-probate tools to plan for the future without making heirs worry about the process of probate
Don't forget to register and book your hotel before October 23, 2019. For additional information about the conference visit www.onefpa.org/clc . http://www.onefpa.org/clc
With more than 47.5 million individuals affected by dementia worldwide and 7.7 million new cases annually, research is targeting ways to prevent or limit the impacts of the disease. Researchers in Finland believe they have identified four ways to stave off the mental decline that is becoming...
The Chronicle of Philanthropy (@Philanthropy) has published a new online interactive tool that takes data from 2008 IRS tax returns and displays philanthropic giving by state, city, and even zip code...How America Gives - Chronicle of Philanthropy Interactive Tool
2 Comments - Andrew - no, I just learned about this tool. I'll need to think about how to incorporate it, if at all, in the planning process
Good afternoon, The next Chapter Operations Manual Working Group call will be next Wednesday, October 2, at 4:00 p.m
I've seen some nice binders/information capture tools in the past to keep up with all their affairs such as> Assets Liabilities All their accounts, electric, credit cards, phone etc...Does anyone have a good tool in this area?
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