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Tag Archives | estate planning

Press Release: ‘Finishing Touches’ Closes the Gap Between Estate Plans and the Details of Everyday Life

HENDERSONVILLE, N.C., Sept. 14, 2020 (SEND2PRESS NEWSWIRE) — 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.

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Press Release: Sasha Baluka Promoted to Partner at Bessolo Haworth, a Leading West Coast Tax, Accounting and Business Advisory Firm

SHERMAN OAKS, Calif. and GIG HARBOR, Wash., July 8, 2020 (SEND2PRESS NEWSWIRE) — 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 […]

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Press Release: Tax Law Changes Impact Charitable Giving – Is Philanthropy Motivated by Tax Reasons Dead?

WALNUT CREEK, Calif., April 25, 2019 (SEND2PRESS NEWSWIRE) — 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.

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Press Release: East Bay Law Office, Absolute Trust Counsel, Launches Podcast, Absolute Trust Talk

WALNUT CREEK, Calif., April 20, 2018 (SEND2PRESS NEWSWIRE) — Greater Bay Area estate planning firm Absolute Trust Counsel announces the launch of the Absolute Trust Talk podcast. Absolute Trust Talk launches as a new avenue to educate clients and prospects on a wide variety of trending business and financial wellness topics and how they can […]

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Estate Planning

Estate Planning Council of Cleveland Honored as 5 Star Council by the National Association of Estate Planners and Councils

CLEVELAND, Ohio, Nov. 17, 2015 (SEND2PRESS NEWSWIRE) — The Estate Planning Council of Cleveland will be recognized as a 5 Star Council by the National Association of Estate Planners and Councils as a part of the Leonard H. Neiman and Walter Lee Davis, Jr. Council of Excellence Award program.

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Cynthia Schirmer

Learn to Protect Assets and Earnings Now by Planning for the Future at Four Seasons Seminar

HENDERSONVILLE, N.C., April 8, 2014 (SEND2PRESS NEWSWIRE) — 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, […]

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