Search by Tag: Estate Planning


876 total news stories found.


Roe Taroff Taitz and Portman Notes Four Ways to Know it's Time to Call a Lawyer

2013-01-22 | Long Island Law Firm Helps Business Owners and Executives Know When it Might Be Time to Seek Professional Counsel


Roe Taroff Taitz and Portman Warns Small Business Owners to Be Careful Not to Take Secrets to the Grave

2012-12-18 | Long Island law firm says too many small business owners keep passwords, account numbers and contacts to themselves until it's too late; proper estate planning is key for small business owners.


Tampa Area Company Provides One-Stop Shop for Investments, Financial Planning, Estate Planning, Insurance and Tax Services

2012-11-20 | F.J. Velten & Sons, Inc., the Tampa-based financial services company, is now a one stop shop for all of an individual's financial needs, whether it be investments, financial planning, annuities, estate planning, insurance or tax services.


Roe Taroff Taitz and Portman Identify Seven Courtroom Secrets Every Executive Should Know

2012-11-13 | Long Island law firm says preparation and listening are keys to success in the courtroom.


Roe Taroff Taitz and Portman Offers Top Tips to Avoid Contract Conundrums

2012-10-02 | Long Island law firm says most contract conflicts due to poor communication and misunderstanding of terms.


Elliott M. Portman Named a Fellow of Litigation Counsel of America

2012-09-11 | Roe Taroff Taitz and Portman Partner Joins Elite Trial Lawyer Honorary Society


Camp Pa-Qua-Tuck Fundraiser Honors Roe Taroff Taitz and Portman Partner

2012-08-15 | Rotary Club of Patchogue to Honor Steven Taitz at 43rd Annual Fuoco Memorial Golf Festival Benefiting the Children of Camp Pa-Qua-Tuck; Thursday, September 20, 2012 at Bellport Country Club, Bellport, NY


Best Tax Strategies In Divorce Discussed by Seattle Divorce Lawyers at Tsai Law Company

2012-08-06 | There are many tax implications in divorce that your attorney should be aware of associated with the treatment of property and debt division, spousal maintenance, child support, and attorney's fees.


Susan M. Martin, CPA, Recognized by Cambridge Who's Who for Excellence in Accounting Services

2012-07-18 | Susan Martin has been providing tax and accounting services to her community for 25 years


Roe Taroff Taitz and Portman ID Five Clues a Customer is Not Going to Pay

2012-07-17 | Long Island Law Firm Offers Guidance for Avoiding Collections Problems


Roe Taroff Taitz and Portman Announce Significant Suffolk County Bar Association Committee Appointments

2012-06-19 | Partner Elliott M. Portman Re-appointed to Chair Creditor's Rights Law Committee; Christine R. Shiebler Appointed to Co-Chair Surrogate's Court Committee


Christi Staib Named a Professional of the Year in Wealth Management by Cambridge Who's Who

2012-06-05 | Christi Staib got her start helping widows and widowers adjust to their new financial situation


Sand Hill Global Advisors Designated as Premier Advisor in San Francisco Bay Area by the National Association of Board Certified Advisory Practices

2012-03-21 | Sand Hill Global Advisors, founded in 1982 and located in Palo Alto, CA, has been recognized by NABCAP Premier Advisors, an exclusive group of financial advisors who represent the best in quality wealth management in the San Francisco Bay Area.


Michigan Elder Law & VA Accredited Attorney, Christopher J. Berry Donates His Time and Legal Services on Veterans Day, November 11, 2011

2011-11-12 | Michigan elder law & VA accredited attorney, Christopher J. Berry, Esq. will be donating his time and legal services to any veterans that need assistance with their estate planning, elder law, or veterans benefits needs on Veterans Day, Nov. 11.


David Blair of QuadCap Wealth Management on Estate Planning Explanation

2011-08-25 | David Blair of QuadCap Wealth Management explain the importance of careful estate planning.


David Blair of QuadCap Wealth Management on Estate Planning, Part 2

2011-08-25 | David Blair of QuadCap Wealth Management further explains the need for estate planning.


David Blair, QuadCap Wealth Management, and Estate Planning

2011-08-24 | David Blair of QuadCap Wealth Management provides several updates on estate planning.


David Blair, QuadCap Wealth Management, and Bond Ladders I

2011-08-06 | David Blair and QuadCap Wealth Management explain the benefits of Bond Ladders (First Part).


David Blair, QuadCap Wealth Management, and Bond Ladders II

2011-08-06 | David Blair and QuadCap Wealth Management explain the benefits of Bond Ladders (Second Part).


David Blair, QuadCap Wealth Management, and Bond Ladders III

2011-08-06 | David Blair and QuadCap Wealth Management explain the benefits of Bond Ladders (Third Part).


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