Estate Planning News

Estate Planning for Women 

The fifth in the 2006 series of Wi$e Up Teleconference Calls

Friday, June 30, 2006 2:00pm to 3:00pm EDT

Register online at dol.gov/wb/mentor2.asp or by phone at 202-693-6767 to receive the toll free call-in number and passcode.

What is estate planning?
How does it fit into your financial planning?
Should all women have an estate plan?
What are the risks of not having an estate plan?
What are and why might you need a durable power of attorney, a living will, and a healthcare power of attorney?
What’s the purpose of having a trust?
What legal documents might you need if you become responsible for the physical or financial care of a family member?
If you’re married, will you have enough money to live on if your husband dies?
Have you planned for what will happen if you cannot make your own medical care decisions and handle your own financial affairs?
Have you made arrangements for what will happen to your assets after your death
Join us to hear the following women talk about estate planning:

Patricia Annino is a nationally recognized authority on estate planning and a partner in the Boston law firm of Prince, Lobel, Glovsky & Tye, L.L.P. where she chairs the Estate Planning and Tax Group. She is the author of the book Women & Money: A Practical Guide to Estate Planning and two widely utilized professional texts. She teaches “Estate Planning” in the Masters in Financial Planning program at Bentley College and has conducted over 80 seminars on the subject for public and private organizations. Patricia was recently selected by her peers to appear in the Best Lawyers in America Consumer Guide in the Estate and Trust category. She is a graduate of Smith College, Suffolk University Law School and Boston University School of Law, where she earned a maters degree in taxation.

Pamela Bonds, a 20-year professional of the financial services industry, is a personal financial representative with Allstate Financial Services LLC. She helps clients prepare a strategy to meet their financial goals. Pamela has dual degrees in business administration and finance and marketing from Beacon College in Washington, D.C. She is fully licensed in Series 7 and Series 63 for investment services, and is licensed to assist clients with their life and health insurance needs. Pamela is president of the Black Chamber of Commerce of Greater Metropolitan St. Louis and has fulfilled numerous pro bono speaking engagements for educational, corporate, community, and charitable organizations.

Rebecca Pace is a Certified Public Accountant (CPA) with a designation of Personal Financial Specialist (PFS). She is a Certified Financial Planner (CFP ®) practitioner and also a Certified Divorce Financial Analyst™ (CDFA). She has been in the financial services industry for over 25 years and is a member of the AICPA. In 2005 she founded her own company, Pace Advisors, LLC, in Cincinnati, Ohio. The company is committed to providing objective, independent financial advice and financial planning services on an hourly, as-needed basis to people from all walks of life. A frequent resource to the media on personal finance matters, she has been quoted in publications ranging from Kiplinger’s to USA Today. Estate Planning is just one of her many areas of expertise. Rebecca participates in the Cincinnati Estate Planning Council and Greater Cincinnati Planned Giving Council. She holds a BBA from the University of Cincinnati and completed the Financial Planning Residency Program at the University of California, Irvine.

A question and answer session will follow the presentations.

The U.S. Department of Labor, Women’s Bureau’s Wi$e Up project is dedicated to improving the financial security of women. For more information, visit the Women’s Bureau Web site at dol.gov/wb and the Wi$e Up Web site at wiseupwomen.org.

Contact our Plano estate planning attorney now.

	Did You Know?
	A "Living Trust" can be used to hold legal title to and provide a mechanism to manage your property You can select the person or persons you want -- often even yourself -- as the Trustee(s) to carry out the instructions you want in the Trust and name one or more Successor Trustees to take over if you cannot. Unlike a Will, a Trust usually becomes effective immediately, continues in force during your lifetime even in the event of your incapacity, and continues after your death. Most Trusts are "revocable" which allows the person who creates the Trust to make future changes, modifications and even to terminate it.