Legal Articles & News

Estate Planning for Family Businesses – JD Supra (press release)

Estate Planning for Family BusinessesJD Supra (press release)The IRS proposed regulations and their effect on federal gift and estate taxes need to be considered with respect to estate planning by family business owners along with whether alternative business succession and estate planning approaches may be …

You may want to take a second look at your estate planning – New Jersey 101.5 FM Radio

New Jersey 101.5 FM Radio You may want to take a second look at your estate planningNew Jersey 101.5 FM RadioThe state estate tax exemption of $675,000 is the lowest in the country and has led many families to build estate tax planning into their estate planning documents in an effort to minimize future tax, said Frederick Schoenbrodt, estate planning…read more →

5 Estate Planning Tips for Entrepreneurs – 5 Estate Planning Tips for EntrepreneursBusiness.comWhile many entrepreneurs are focused on growing the business, they often neglect to consider what will happen if they are injured in an accident, suffer an illness, or suddenly die. Business owners failing to have an estate plan run the risk of …

The Estate-Planning Documents Everyone Needs – Motley Fool

Motley Fool The Estate–Planning Documents Everyone NeedsMotley FoolGaby Lapera: Estate planning is things you need to do before you die. I think most people have in their heads, “I really need to get a will.” I don’t think they even think about other stuff that could be attached to that. So, to get us started, Dan …

Estate Planning for Same-Sex Couples – Wall Street Journal

Wall Street Journal Estate Planning for Same-Sex CouplesWall Street JournalFor so many couples, this type of planning wasn’t an option before. And for advisers, this provides an opportunity to open up conversations about a variety of planning topics. Estate planning is the most important area to cover. Before the Supreme …

Don’t make these celebrities’ estate-planning blunders – USA TODAY

Don’t make these celebrities’ estate–planning blundersUSA TODAYCelebrities, they’re just like us. At least, they are when it comes to estate–planning mistakes. You’d think that high-profile individuals with substantial and varied assets, often-complex family lives and a team of high-powered advisers at their …

Death isn’t a pleasant topic, but estate planning, taxes need to be addressed – The Daily Courier

The Daily Courier Death isn’t a pleasant topic, but estate planning, taxes need to be addressedThe Daily CourierFor those with larger estates and more varied assets, there are quite a few things to consider, said Jonathan Linford, an attorney with Morris Hall PLLC, an estate planning firm. One thing he recommends people try to avoid is probate, either living or…read more →

Estate planning more than having a will –

Estate planning more than having a willChron.comRemember that in addition to your Will, these documents are the bare minimum estate planning documents you should have in place. Death and Incapacitation do not discriminate, so regardless of one’s age, wealth or marital status, no one is exempt from …

Woman struggles after drop in income – Winnipeg Free Press

Woman struggles after drop in incomeWinnipeg Free Press“With prolonged periods of low interest rates and limited opportunity for capital gains, it is hard for some funds to sustain payout rates that were struck under much different conditions,” says the adviser with Diamond Retirement Planning Ltd. in … and more »

Wallace: Why would I want to do estate planning? – Port Huron Times Herald

Port Huron Times Herald Wallace: Why would I want to do estate planning?Port Huron Times HeraldIf you are like most Michiganders, you have done no estate planning. It is reported that over 50 percent of the residents of the state of Michigan have no powers of attorney to care for them and their stuff during their mental disability or will…read more →