Legal Articles & News

Estate Planning Tool:Either Genius or Too Good to Be True – Bloomberg BNA

Estate Planning Tool:Either Genius or Too Good to Be TrueBloomberg BNAJune 14 — An exotic estate-planning technique can possibly turn thousands of dollars into millions, but it doesn’t come without risk. The technique, known as the beneficiary defective inheritor’s trust (BDIT), is designed to work especially well for …

Taxes, accounting and chickens – Winnipeg Free Press

Winnipeg Free Press Taxes, accounting and chickensWinnipeg Free PressShe and her seven employees offer personal and corporate income tax service, bookkeeping and estate planning to individuals and companies across Canada. Thanks to her … The Tullys moved from Winnipeg to their riverside property in 1988. At that time …

What Every Estate Planning Lawyer Wants You To Know About Death And Dying – Forbes

Forbes What Every Estate Planning Lawyer Wants You To Know About Death And DyingForbesI tend to think about death and dying quite often. Recently, several close friends were diagnosed with cancer and it brought up this topic in my mind again. However, the one event that really forced me to pause and consider this topic was a recent …Estate-planning Conference…read more →

4 tips for tackling the estate planning process – Beef Magazine (blog)

4 tips for tackling the estate planning processBeef Magazine (blog)Estate planning is one of those things ranchers often put off until the last minute, or worse, until it’s too late. Unfortunately, many ranch businesses don’t survive the transition to the next generation. Val Farmer for the Farm & Ranch Guide says …

Live long and prosper – Winnipeg Free Press

Live long and prosperWinnipeg Free PressCertified financial planner Doreen Sigurdson with Edmond Financial Group and Quadrus Investment Services says with no defined benefit pension to provide him with a set, lifetime payment to accompany CPP and Old Age Security, the greatest risk to Luke’s …

How to find lawyer to handle estate planning – Albany Times Union

How to find lawyer to handle estate planningAlbany Times UnionIn my practice and through this column, people ask me how to find an attorney who can do estate planning for them. How to find an attorney is easy. The hard part is finding one who will be best suited for you. That is, you’ll want to assure yourself …

Halachic estate planning in a secular world – Jerusalem Post Israel News

Jerusalem Post Israel News Halachic estate planning in a secular worldJerusalem Post Israel NewsProper estate planning ensures that accumulated financial resources continue to provide for loved ones’ needs without relinquishing control. Caring for family, as one would if alive, is the essence of good planning; it should also provide for potential …

Julie Jason: How to find a lawyer who can handle estate planning – Ventura County Star

Ventura County Star Julie Jason: How to find a lawyer who can handle estate planningVentura County StarIn my practice and through this column, people ask me how to find an attorney who can do estate planning for them. How to find an attorney is easy. The hard part is finding one who will be best suited for you. That is,…read more →

How 2016 Election May Affect Estate Planning – WealthManagement.com

WealthManagement.com How 2016 Election May Affect Estate PlanningWealthManagement.comThe results of the 2016 presidential and congressional races could hold significant sway over the future use of grantor-retained annuity trusts (GRATs), while simultaneously impacting estate and gift taxes. If presumed Democratic nominee Hillary …

Clearing Up Common Estate Planning Misconceptions – WealthManagement.com

WealthManagement.com Clearing Up Common Estate Planning MisconceptionsWealthManagement.comFor many people, the hardest part of determining how assets will be distributed after death is sifting through estate planning terminology and documentation. Help your clients get started on their estate plans by reviewing these three basic concepts …