Monthly News For November, 2013

2013 Estate Planner – November-December

Posted on in Estate, Trust & Probate, Publications

Estate planning in divorce: Don’t put it off Prepare your estate plan for postmortem flexibility The U.S. Supreme Court DOMA ruling: How it affects estate planning for same-sex spouses Estate Planning Red Flag: You haven’t discussed planned gifts with the charities that will receive them 2013 – Estate Planner – November December Issue

You Auto Know! – Should You Respond to that Subpoena?

Posted on in Automotive/Transportation, Publications

Scenario: Your dealership receives a court subpoena requesting information on various customers who have either purchased specific extended service contracts and/or financed their vehicles from a certain financial institution. It must be noted that your dealership is not a defendant or a party in the lawsuit. Should you respond and comply with the request? . […]