Legal Articles & News

Adamson Seminar Series covers estate planning and identity theft – Greeley Tribune

Adamson Seminar Series covers estate planning and identity theftGreeley TribunePlanning for the future can be tricky. To help residents with this, the Adamson Funeral and Cremation Services will hold an estate planning and identity theft seminar, May 15, as part of their Adamson Seminar Series. According to an Adamson Chapel news …

Local Elder Law Attorney F. Keats Boyd, III Participates in Several Events … – PR Web (press release)

PR Web (press release) Local Elder Law Attorney F. Keats Boyd, III Participates in Several Events …PR Web (press release)Elder Law & Estate Planning Attorney F. Keats Boyd, III Many people feel planning is all about what happens after a death, but modern estate planning is really all about life planning – how to increase wealth and how to protect,…read more →

Will Your Small Business Live if You Die? – Fox Business

Will Your Small Business Live if You Die?Fox BusinessEven if everyone agrees the small business will get passed to the next of kin or partner, without an estate plan (will and/or trust), the business will be held up in probate at least for a small amount of time. According to legal experts, …

TAKIN’ CARE OF BUSINESS: Estate planning and your digital assets — part two – Hometownlife.com

TAKIN' CARE OF BUSINESS: Estate planning and your digital assets — part twoHometownlife.comBy Dan Hoops In my last column, I briefly discussed the importance of estate planning if you are a user of a free e-mail service, such as Gmail, Ymail, Hotmail or AOL. Because Internet users are, more or less, bound by the terms of service they eSign …

Obama Administration’s 2013 Budget: Estate Tax Planning Changes – DigitalJournal.com (press release)

Obama Administration's 2013 Budget: Estate Tax Planning ChangesDigitalJournal.com (press release)May 03, 2012 /24-7PressRelease/ — Americans with complex estate plans have experienced plenty of uncertainty with federal estate tax planning in recent years. The susceptibility of a particular legacy to taxation can have significant implications for …

Financial planning case study: Hold over the IHT liability – Money Marketing

Financial planning case study: Hold over the IHT liabilityMoney MarketingA retired couple want to put some estate planning in place with a strategy to mitigate a potential inheritance tax liability for their daughters. They have amassed a considerable investment portfolio in addition to other savings and pension assets and …

What everyone needs to know about estate planning – Hannibal.net

What everyone needs to know about estate planningHannibal.netThere's a common misconception among the American public that estate planning is only the domain of the elderly or the very wealthy. That's far from the truth. By Anonymous There's a common misconception among the American public that estate planning … and more »

Common Estate Planning Mistakes: Failure to Adopt an Active Gift Strategy – The Missourian

Common Estate Planning Mistakes: Failure to Adopt an Active Gift StrategyThe MissourianGifting is an important, frequently unused, estate planning tool. In the overall scheme of things it is actually very simple. All you have to do is make gifts on a regular basis. The idea is to establish a pattern. There are periods of our lives when …

New estate planning frontier includes digital assets, pets – Victoria Times Colonist

Nanaimo Daily News New estate planning frontier includes digital assets, petsVictoria Times ColonistYour iTunes collection really is a matter of life and death, according to a new report on estate planning by BMO Retirement Institute. Digital assets, alongside caretaking provisions for parents and pets, are named among the top "new frontiers" often …REPEAT-BMO Retirement Institute Report-The New Frontiers of Estate…read more →

Estate plans — time for a check up – Columbia Business Times

Estate plans — time for a check upColumbia Business TimesDo you know what your estate plan says? If it has been a while since you last reviewed your will and living trust, you may be in for a surprise. Some changes in estate tax and gift laws may result in your family experiencing consequences you never … and more »