Legal Articles & News

Tis the Season for Estate Planning – Wave of Long Island (subscription)

Tis the Season for Estate PlanningWave of Long Island (subscription)For most of us there is no “convenient time” to discuss estate planning. Yet with the holiday season on the horizon there may be no better time to address the importance of having a proper estate plan in place. Many of us spend more time with our … and more »

Getting retirement goals on track – Winnipeg Free Press

Getting retirement goals on trackWinnipeg Free PressThe poll was a followup, says Carol Bezaire, vice-president of tax and estate planning at Mackenzie Investments, which sponsored it. “We did this survey a decade ago to see whether Canadians would be able to afford their retirement in 2016,” she says. and more »

Help your parents avoid probate – MoneySense

MoneySense Help your parents avoid probateMoneySenseA $1 million estate in Ontario would, therefore, attract probate fees of $14,500. Your father has good intentions, … For example, in Winnipeg, you would pay $4,720 in land transfer tax and $1,130 in legal fees to buy a $350,000 home. Your father’s …

Mooney and Associates: Estate Planning – abc27

abc27 Mooney and Associates: Estate Planningabc27Estate planning requires the same consistent maintenance and oversight as your doctor or dentist require for your health. As family dynamics change, family members pass away and new are brought into the world, your plan must account for the different …

Estate Planning Workshop – January 4th – Columbus Telegram

Columbus Telegram Estate Planning Workshop – January 4thColumbus TelegramA free Estate Planning Workshop will be held in Columbus on Wednesday, January 4, from 10:00 a.m. until 3:00 p.m., at the Central Community College Campus. The workshop is free, but you do need to register with Ashley Karges at 402-606-6783, or e-mail …

Estate Planning Tip: Creditor Protection for IRAs & Beneficiaries – Forbes

Forbes Estate Planning Tip: Creditor Protection for IRAs & BeneficiariesForbesThis is a great estate planning tool, as these assets will be kept out of probate and pass directly to the beneficiary. Lauren Jenkins, an attorney at Offit Kurman in Vienna, VA, explains to her clients that “estate planning is more than just a set of …

Vyhnalek: Estate planning workshop set – Columbus Telegram

Columbus Telegram Vyhnalek: Estate planning workshop setColumbus TelegramA free estate planning workshop will be held in Columbus from 10 a.m.-3 p.m. Jan. 4 at Central Community College-Columbus Campus. The workshop is free, but you do need to register with Ashley Karges at 402-606-6783 or email her at …

Business viewpoint: Estate planning important tool after your death – Tulsa World

Tulsa World Business viewpoint: Estate planning important tool after your deathTulsa WorldRegardless of your age or the amount of wealth you have, everyone needs estate planning. What is estate planning? It is a method for determining how to distribute your property during your life and at your death. The level of complexity in the planning …

Estate planning tips for blended families | West Seattle Herald … – Westseattleherald.com

Estate planning tips for blended families | West Seattle Herald …Westseattleherald.comSponsored by Sarah Cecil Most 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 … and more »

2016 Year-End Estate Planning: Times They Are A-Changin’ — But Not Before Year-End – The National Law Review

Jewish Link of New Jersey 2016 Year-End Estate Planning: Times They Are A-Changin’ — But Not Before Year-EndThe National Law ReviewIf there is a single word that could be chosen to describe year-end 2016 and 2017 planning, it is “uncertainty.” In our annual end-of-year estate planning alert, we explore strategies that individuals, families and family offices can employ to address…read more →