Legal Articles & News

Estate planning is a journey, not a destination – Tri-State Neighbor

Tri-State Neighbor Estate planning is a journey, not a destinationTri-State NeighborDear Michael: We wanted to write and thank you for the article about not complaining about farmers with your mouth full. It’s about time someone explained that subsidies aren’t making farmers rich – they’re to keep farmers in business to produce the …

Workshops to focus on estate planning – Ventura County Star

Workshops to focus on estate planningVentura County StarThe workshop will provide information about commonly held misconceptions regarding creating an estate plan as well as information about recent changes in the law which can affect the structure of a successful estate plan. The presentations will discuss …

Canadians face some tax changes in the new year – CTV News

CTV News Canadians face some tax changes in the new yearCTV News“There are a few changes that are unique for 2017 but the average Canadian is not going to see much difference between 2016 and 2017,” said Jamie Golombek, managing director of tax and estate planning for CIBC Wealth Advisory Services. Jason Safar … and more »

IGM Financial Inc. Makes Additional Investment in Personal Capital – Marketwired (press release)

IGM Financial Inc. Makes Additional Investment in Personal CapitalMarketwired (press release)Clients have access to a licensed financial advisory team available to answer questions and advise on saving for retirement or a child’s college, estate planning, home purchases, 401k allocation and more. Personal Capital continues to benefit from its … and more »

SmartMoney Monday: Estate planning – Hawaii News Now

SmartMoney Monday: Estate planningHawaii News NowIt’s not a topic that many like to talk about, but discussing with your family and loved ones about your what will happen to your assets is something that every family will eventually need to work out. So, when should people start thinking about estate …

Estate planning and blended families | NevadaAppeal.com – Nevada Appeal

Nevada Appeal Estate planning and blended families | NevadaAppeal.comNevada AppealWe’re just about ready to open the door to 2017, so you might be thinking about some New Year’s resolutions. What’s on your list this year? More visits to. and more »

Is Estate Planning Dead? – Kiplinger – Kiplinger Personal Finance

Kiplinger Personal Finance Is Estate Planning Dead? – KiplingerKiplinger Personal FinanceEven if there were no estate tax, you still have plenty of reasons to consider what will happen with your wealth after you die. iStock. By Andrew Bass, CPA, CWM, …Trump Plan for Elimination of Estate Tax Changes Focus of Estate …Daily Business Review (registration)Becoming As Rich As Donald Trump: Financial…read more →

CABLE: Estate planning with a blended family – Brush News-Tribune

CABLE: Estate planning with a blended familyBrush News-TribuneIf you and your new spouse have agreed to keep your assets separate so that each of you can pass an inheritance to your own children, you need to spell out that separation in your “prenup,” your will, your living trust and any other relevant estate … and more »

Congrats on Your New Baby! Now It’s Time for an Estate Plan – NerdWallet (blog)

NerdWallet (blog) Congrats on Your New Baby! Now It’s Time for an Estate PlanNerdWallet (blog)If your family is like many, estate planning is among the most overdue items on your financial planning to-do list. After all, no one wants to contemplate the circumstances that would call for the use of these documents. But if you’ve recently had a … and…read more →

Estate planning and blended families – Nevada Appeal

Nevada Appeal Estate planning and blended familiesNevada AppealMost of us need to do some type of estate planning, but it’s especially important if you are part of a “blended” family. And the best time to start is now – before these plans need to be implemented. Estate planning can be complex, so you will need …