Legal Articles & News

Planning for the family windfall – Winnipeg Free Press

Winnipeg Free Press Planning for the family windfallWinnipeg Free PressWhile an inheritance is generally taxed as part of the estate before it reaches the beneficiary, it’s likely a large portion will then be invested for the future, and that can have an impact on taxes. “In a lot of situations, the increase in their … and more »

Planning for the family windfall – Winnipeg Free Press – Winnipeg Free Press

Winnipeg Free Press Planning for the family windfall – Winnipeg Free PressWinnipeg Free PressKnowing how to invest an inheritance can be beneficial and save you from future tax trouble. It’s a potential trillion-dollar elephant in the room. Depending on the … and more »

Brezik: Estate planning is for everyone – Casper Star-Tribune Online

Casper Star-Tribune Online Brezik: Estate planning is for everyoneCasper Star-Tribune OnlineIt doesn’t matter if you are single, married, have children or not, or don’t have “lots” of money. An estate plan will greatly help your family by giving them direction and letting them know your wishes. If you do not have a plan, odds are you will …

The tax benefits of giving your heirs money while you’re still alive – Winnipeg Free Press

The tax benefits of giving your heirs money while you’re still aliveWinnipeg Free Press“I’ve come across people who took advice from a teller at the bank, or an investment adviser or an accountant without strong tax and estate planning expertise, or a generalist lawyer whose not a tax and estate lawyer, who have given outright incorrect … and more »

Make this estate planning move right now: Check your beneficiary designations – MarketWatch

MarketWatch Make this estate planning move right now: Check your beneficiary designationsMarketWatchWith today’s relatively generous $5.49 million federal estate tax exemption, estate planning is only a concern for the rich. Right? Wrong! In fact, regardless of your income or net worth, there’s one estate planning move you should probably make right …

Voices Estate planning strategies before Congress acts on tax reform – Accounting Today

Voices Estate planning strategies before Congress acts on tax reformAccounting TodayWe do not know if there will be new legislation regarding the estate and gift tax, nor do we know when such possible legislation will take place (if ever). For example, if the estate tax is repealed, will the estate tax cease immediately or as of some …

Greenhouse named executive committee president of Estate Planning Council of CNY – The Central New York Business Journal

Greenhouse named executive committee president of Estate Planning Council of CNYThe Central New York Business JournalSYRACUSE, N.Y. — Patricia Greenhouse — senior manager at Dermody, Burke & Brown, CPAs, LLC — was recently elected president of the executive committee of the Estate Planning Council of Central New York, Dermody announced. The Estate Planning …

CONNECTICUT MONEY: Even celebrities fail at estate planning – New Haven Register

New Haven Register CONNECTICUT MONEY: Even celebrities fail at estate planningNew Haven RegisterIt’s always a big story when top celebrities die. When they leave the scene without preparing for the proper distribution of their assets, they continue to generate … and more »

CONNECTICUT MONEY: Even celebrities fail at estate planning – Torrington Register Citizen

Torrington Register Citizen CONNECTICUT MONEY: Even celebrities fail at estate planningTorrington Register CitizenYou may never make the front page, but if you’ve built up significant wealth through a family business or professional practice you need to leave an orderly estate. Connecticut residents in particular need to make sure their financial planning includes …

Estate Planning – It’s Not Just Taxes – Memphis Daily News – Memphis Daily News

9NEWS.com Estate Planning – It’s Not Just Taxes – Memphis Daily NewsMemphis Daily NewsRay’s Take: Many people think estate planning is only for the super wealthy, but that’s not the case. Do you have a home? Children or grandchildren? Elderly …The 5 questions you need to ask an estate planning attorney – 9News9NEWS.com all 2 news articles »