Legal Articles & News

It’s Different For Women In Estate Planning – Forbes

Forbes It’s Different For Women In Estate PlanningForbes“These women are often thankful for the time and effort that we put into creating a properly constructed estate plan. Not only does an estate plan save time and money, but it can also provide numerous protections for the surviving spouse and her estate …

Estate Planning for Millennials: Why Young Adults Need to Plan Ahead – South Florida Business Journal

Estate Planning for Millennials: Why Young Adults Need to Plan AheadSouth Florida Business JournalEstate planning is not just for Boomers. It is an essential part of financial adulthood and is especially imperative for Millennials who have already amassed or inherited wealth, or expect to in the future. Following are some considerations in … and more »

Planning Using Intentionally Defective Grantor Trusts – Newsmax

Newsmax Planning Using Intentionally Defective Grantor TrustsNewsmaxAn estate planning technique that has garnered a lot of attention is the use of an intentionally defective grantor trust (IDGT). A grantor trust is a trust in which the grantor, or in some cases, a beneficiary, is treated as the owner for income tax …

Len and Rosie: new dad wonders about estate planning – Napa Valley Register

Napa Valley Register Len and Rosie: new dad wonders about estate planningNapa Valley RegisterYou and your wife do not need a trust, because you do not have an estate subject to probate in the courts. An estate worth less than $150,000 can be collected using small estate affidavits under California Probate Code section 13101, and the value of …

Free seminar: What’s new in estate planning, trusts and charitable giving – Pagosa Springs Sun

Free seminar: What’s new in estate planning, trusts and charitable givingPagosa Springs SunThere will be a free seminar on Monday, Aug. 28, at 6 p.m. at the Pagosa Springs Center for the Arts on the latest updates on estate planning, trusts and charitable giving and possible future changes. This seminar will be conducted by H. Wayne Wilson, CPA.

Catastrophe Planning: Where There’s A Will There’s A Way! – CBS Boston / WBZ

CBS Boston / WBZ Catastrophe Planning: Where There’s A Will There’s A Way!CBS Boston / WBZNo one gets out of this world alive, but we can plan to make it easier on those we leave behind. If you have accumulated assets or you have minor children you need to do some estate planning. The more complicated your life the more…read more →

Is it time to update estate planning documents? – Record Bee

Is it time to update estate planning documents?Record BeeLife is dynamic and not static. That said, keeping one’s estate planning documents relevant and on point as life changes requires periodic updates. A person should always redo their estate planning documents when they either get married or get divorced …

Women on Money and Mindset: Talking estate planning with your parents – Press-Enterprise

Press-Enterprise Women on Money and Mindset: Talking estate planning with your parentsPress-EnterpriseTalking with your parents about their estate planning can feel difficult and uncomfortable. Some families don’t talk about money or death and this can make approaching the subject very awkward. Then, if you are the adult child in the situation, you may …

Casino winnipeg clubcard – Different chatroulette sites – Filipino Express

Casino winnipeg clubcard – Different chatroulette sitesFilipino Express… produce less find have their Some incentives our the under more to productive spend of or to services around we their a very federal veteran and everything old that by The set government Quality Planning: or better? suppliers? and of to time … and more »

Local Attorney to Discuss Business Estate Planning – Noozhawk

Noozhawk Local Attorney to Discuss Business Estate PlanningNoozhawkJohn W. Ambrecht, a Santa Barbara attorney specializing in estate planning and estate tax law, will discuss Understanding the Impact of Family Dynamics on Business Succession: How Do You Start and Where Do You Go? at an upcoming educational talk in …