Legal Articles & News

Protecting your Future: Fate of estate tax-exemption level unknown – Times Herald-Record

Protecting your Future: Fate of estate tax-exemption level unknownTimes Herald-RecordConcerns are rising among many in the financial and estate-planning fields as the year winds down without any more clarity on the future of the estate tax. Here's the reality: Without congressional action, on Jan. 1, the current $5.13 million federal …Keep following federal estate tax issuesPocono Record all 2 news…read more →

New Estate Planning eBook by WealthCounsel® Helps Americans Leverage … – Sacramento Bee

New Estate Planning eBook by WealthCounsel® Helps Americans Leverage …Sacramento BeeAvailable for $9.99 at www.estateplanning.com, the eBook provides straightforward, plain-English advice enabling Americans to take advantage of the historic planning opportunities that exist today – some of which may expire December 31, 2012. and more »

Estate Planning is for all Investors – Millionaire Corner

North Bay Business Journal Estate Planning is for all InvestorsMillionaire CornerWealthy investors are more likely to worry about the legacy they leave to future generations, but no investor can afford to overlook the issues surrounding estate planning, according to financial experts. “Many people wrongly assume that estate …The clock is ticking toward new tax laws in 2013North Bay Business Journal…read more →

ESTATE PLANNING: Beneficiary designations on real estate – nwitimes.com

ESTATE PLANNING: Beneficiary designations on real estatenwitimes.comTOD deeds are another arrow in the estate planning quiver. Although TOD deeds are useful, I have concerns about their use. Anytime you are messing with the title to real estate, you need to know what you are doing. I'm not sure why, but people …

Deland: Digital estate planning? No such thing – MetroWest Daily News

Deland: Digital estate planning? No such thingMetroWest Daily NewsA client recently asked me to do "digital estate planning." She sent me an excerpt from a an article in Consumer Reports that recommended storing one's passwords for use by a "digital executor." The idea apparently has widespread appeal. But there is a …

Estate Planning: Gifts of encumbered properties – Lake County News

Estate Planning: Gifts of encumbered propertiesLake County NewsA gift of a particular piece of real or personal property is a specific gift. If made in the context of a will or a living trust, such gifts typically take effect at the donor's death. Meanwhile the donor – i.e., maker of the gift – still owns the …

Designating beneficiary tricky task – Winnipeg Free Press

Designating beneficiary tricky taskWinnipeg Free PressKeeping in mind I am not a lawyer, and therefore only an amateur pundit on estate planning (although I do have a trust and estate practitioner designation), here are some basics. Your will names a person, persons or a trust company to be your executor.

A Little Bit Older, A Little Bit Wiser: Canada’s Small Business Owners Admire … – Sacramento Bee

A Little Bit Older, A Little Bit Wiser: Canada's Small Business Owners Admire …Sacramento BeeWINNIPEG, Nov. 27, 2012 — /CNW/ – An overwhelming majority (96 per cent) of Canadian owners of small and medium sized businesses agree that workers 65 years and older offer more valuable experience and expertise than younger workers, according to new … and more »

The Importance of Estate Planning – South Source

The Importance of Estate PlanningSouth SourceNo one wants to think about depressing topics like who you want to serve as your executor of estate if something tragic were to happen, but by taking care of this information in advance, you can help to make things a bit easier for your grieving loved …

Don’t file those life insurance policies away – LifeHealthPro

LifeHealthPro Don't file those life insurance policies awayLifeHealthProLife insurance is a key component of any estate plan, but chances are, your client's life has changed since he purchased it — and so have his financial needs. Given the shifting economic realities of the past decade, clients need to take a more active … and more »