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The Obermayer Advisor Estate Planning - Spring 2009
HELPFUL HINTS FOR OUR CLIENTS

Periodic Review of Beneficiary Designations is Highly Recommended

It is happening with increasing frequency: proceeds of Individual Retirement Accounts and insurance policies discovered by families to be payable to clearly incorrect (or unintended) beneficiaries. We have seen many examples of this phenomenon in recent months. There was the IRA payable to the decedent’s estate rather than to his only child. The lack of a named beneficiary for an IRA usually triggers a default provision naming the estate as the beneficiary, and this causes adverse income tax consequences and exposes the proceeds to possible estate creditors. In other cases, insurance policy proceeds were payable to the trustees of a trust that had been revoked fifteen years before and payable to the trustees named in a Will superseded by a Will that established no trusts.

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The Obermayer Advisor Employment Alert - Winter 2008/2009

Inside this issue:

The Death of Secret Ballot Elections? Predicting the Future of Union Organizing Activity Under President-Elect Obama

Who is Disabled? Preparing for a New Wave of Disability Claims

Obermayer’s Wining Ways

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The Death of Secret Ballot Elections

Click on the link to read the article.  The Death of Secret Ballot Elections?

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The Obermayer Advisor Estate Planning - Summer 2008
ESTATE PLANNING: THE BASICS

As with so many new and worthwhile projects, the first step in estate planning is overcoming inertia: One must pick up the telephone to arrange a meeting, usually with a lawyer, to discuss asset and family information, one’s desires and the appropriate members of the estate planning team. The team may include an accountant, broker, financial planner, life insurance broker and trust officer. Regardless of the sophistication of the ultimate program, the initial phase usually concludes with signing three basic legal documents and a set of personalized instructions.

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The Obermayer Advisor Employment Alert - Spring 2008

Inside this issue:

WHAT’S COOKING IN CONGRESS: THE TIMES (AND LAWS) ARE A-CHANGIN’

Sex, Surgery & Stereotypes

Obermayer’s Wining Ways

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What's Cooking in Congress: The Time (and Laws) Are A-Changin

  What's Cooking in Congress: The Time (and Laws) Are A-Changin

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The Obermayer Advisor Estate Planning - December 2007
NEW THOUGHTS ON ADVANCEPREPARATION FOR END OF LIFE CARE

The purpose of this newsletter is to provide an overview of Pennsylvania’s new Act 169 and how it may affect your estate planning documents, as well as to suggest the use of a caregiver contract if a family member is caring for you or another family member.

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The Obermayer Advisor Estate Planning - October 2007
BEWARE OF SCAMS

We hope all of our clients are aware of the proliferation of scams and just how creative and sophisticated they have become. We are hearing from a growing number of clients about this and even some lawyers in our firm have received emails from scammers.

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The Obermayer Advisor Estate Planning - December 2006
ESTATE PLANNING AND TAX DEVELOPMENTS

This newsletter will provide an overview of recent tax planning developments for your consideration. Please call us for further information on any of these topics.

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Situation Report

Winter 2006 Situation ReportClick on the title below to open a copy of the “Winter 2006 Situation Report” 2006 Situation Report

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