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Shows & Panels
Search Tags: estate planning
Attorney Thomas J. O'Rourke will answer your calls and emails on how to best prepare for your family's financial future. Also, Sean Reilly from the Federal Times will give us an update on some of the big issues affecting federal workers.
September 18, 2013
Marc Levine, a principal at Handler and Levine, LLC, discusses the Defense of Marriage Act law and its influence on estate planning and income tax planning going forward.
August 12, 2013
Tom O'Rourke, principal with the law firm Miles and Stockbridge, P.C., talks about your 2013 taxes with host Bob Leins.
May 13, 2013
Certified Financial Planner Nick Onder answers your questions on how to put together a financial checklist.
February 4, 2013
Tags: pay and benefits , financial planning , retirement , Nick Onder , Edward Jones , financial checklist , life insurance , disability insurance , healthcare plan , umbrella policy , long term care insurance , Bob Leins , For Your Benefit
Host Bob Leins talks about the new federal estate tax law and other estate tax issues with attorney Marc Levine.
January 14, 2013
Estate planner Marc Levine tells you what to expect from your estate planning attorney and what your experience should be like.
July 9, 2012(Encore presentation September 24, 2012)
Host Mike Causey will talk estate planning with attorney Tom O'Rourke, and long term care with Paul Forte and Mary Lou McGuiness of Long Term Care Partners.
June 27, 2012(Encore presentation July 4, 2012)
Estate planning specialist Marc Levine provides tips on how to prepare for your family's financial future.
April 30, 2012
Estate planner Marc Levine discusses possible changes to tax laws that could affect estate plans.
February 13, 2012(Encore presentation April 9, 2012)
Marc Levine, a principal of Handler-Levine, joins host Bob Leins to talk about the lifetime documents that you should have for your family's well-being.
October 24, 2011