Legal Articles & News

The ins and outs of 2016 tax season – Winnipeg Free Press – Winnipeg Free Press

Winnipeg Free Press The ins and outs of 2016 tax season – Winnipeg Free PressWinnipeg Free PressFew Canadians won’t be happy when spring finally gets here, but there’s always one downer. Spring time is also tax time. With the rising temperature comes … and more »

CLA Estate Planning Workshop – Kokomo Perspective

Kokomo Perspective CLA Estate Planning WorkshopKokomo PerspectiveA free workshop providing valuable information for seniors on securing one’s estate and retirement planning will be held on Tues., March 21 from 10 a.m.-1 p.m. at Elite Banquet and Conference Center, located at 2820 S. Lafountain St. Everyone will …

Planned gifts as part of estate planning help organization’s survive – Cleveland Jewish News

Cleveland Jewish News Planned gifts as part of estate planning help organization’s surviveCleveland Jewish NewsAs someone ages and accumulates more possessions, an estate plan becomes more important. Many options exist to divide assets, including planned giving or charitable gifts. Officials of two organizations said when planning an estate, charitable gifts …

Kirsten Howe Announces New Associate Estate Planning Attorney – Patch.com

Patch.com Kirsten Howe Announces New Associate Estate Planning AttorneyPatch.comCynthia concentrates her practice in all aspects of California trust and estate planning. Prior to joining, Cynthia served as an associate attorney at Gilfix & La Poll Associates LLP, in Palo Alto, where she has successfully built her estate planning …

Note to wealthy people considering divorce: Stay out of court – The Globe and Mail

Note to wealthy people considering divorce: Stay out of courtThe Globe and MailMost family lawyers are quite proficient in calculating what may or may not be divisible at the time of separation, says Christine Van Cauwenberghe, vice-president for tax and estate planning with Investors Group in Winnipeg. “The calculation is …

Planned giving, estate planning go hand-in-hand – Cleveland Jewish News

Cleveland Jewish News Planned giving, estate planning go hand-in-handCleveland Jewish NewsWhen planning an estate, the phrase “planned giving” probably would come up more than once or twice. And if the estate owner was particularly charitable in life, those planning the estate may find that planned giving and estate planned are more …

Estate Planning for Snowbirds – Yahoo Finance

Yahoo Finance Estate Planning for SnowbirdsYahoo FinanceWill my current will and other estate-planning documents apply in both states? –J.G, Springfield, Mass.[ANSWER]. Your existing legal documents, including your will, should be valid in your new state, no matter how you split your time. But having your …

Canadians not organizing their end-of-life documents – Winnipeg Free Press

Canadians not organizing their end-of-life documentsWinnipeg Free Press(Special) – Few people like to think about their end of life, but making proper plans and getting all the legal and financial paperwork and information in order before anything happens is extremely important. Some recent studies over the last few years … and more »

Estate Planning: The Family Limited Partnership Strategy – ThinkAdvisor

Estate Planning: The Family Limited Partnership StrategyThinkAdvisorFamily limited partnerships (and similar entities), while useful in an estate planning strategy for high-net-worth clients, are often hotly contested by the IRS for their ability to transfer wealth within a family and minimize transfer taxes in the …

Family fights during estate planning common, but avoidable – Cleveland Jewish News

Cleveland Jewish News Family fights during estate planning common, but avoidableCleveland Jewish News“How I find to avoid family fights while estate planning is to be really clear, as clear as possible,” Wexberg said. “We’re talking about how can mom and dad help the (estate) process before and after they are gone. How can they avoid creating family …