Estate Planning

Five Myths to Overcome with New Estate-Planning Clients – WealthManagement.com

WealthManagement.com Five Myths to Overcome with New Estate-Planning ClientsWealthManagement.comThe American public largely misunderstands estate planning. They read stories in the press about multimillion-dollar estate battles and assume estate planning is reserved for the rich and famous. Take for example the estate of the late musician Prince.

Thanks, Congress. Wealthy investors hold off on estate tax planning – CNBC

CNBC Thanks, Congress. Wealthy investors hold off on estate tax planningCNBCWell-to-do investors can blame Congress for having to hit the pause button on planning that could save their families a bundle on estate taxes. Tax policy is intrinsically tied to the Republicans’ health-care bill, as the plan to undo Obamacare …

Estate Planning: It’s Never Too Early to Draw Up a Will – Iowa Public Radio

Iowa Public Radio Estate Planning: It’s Never Too Early to Draw Up a WillIowa Public RadioOn this edition of Talk of Iowa, Charity Nebbe explores Criss’ legacy and the future of Sac City with three of the trustees to his estate. She also talks with economist Neil Harl and estate planning lawyer Gordon Fischer about the dos and don’ts of…read more →

Estate Planning KC: IRS simplifies procedure for obtaining extension to make portability election – Shawnee Mission Post

Estate Planning KC: IRS simplifies procedure for obtaining extension to make portability electionShawnee Mission PostBy Todd Rasmussen, Estate Planning Kansas City. Last month, the IRS issued a Revenue Procedure that allows certain estates to make a late portability election without first filing a ruling request. Portability is a tax law provision that permits a …

Estate Planning: Tragedy can overcome even best planning – nwitimes.com

Estate Planning: Tragedy can overcome even best planningnwitimes.comChris’ Estate Planning Article appears online every Sunday at www.nwi.com. Address questions to Chris in care of The Times, 601 W. 45th Ave., Munster, IN 46321 or to Chrisyugolaw@gmail.com. Chris’ information is meant to be general in nature. Specific …

Estate planning workshop offered by Webster County Extension – Fort Dodge Messenger

Estate planning workshop offered by Webster County ExtensionFort Dodge MessengerProgram participants learn or review the basics of estate and transition planning, consider and discuss their own goals, and determine what specific steps they should take to achieve those goals. One of the major goals may be to encourage families to … and more »

Estate Planning: Achieving better life experience accounts – Lake County News

Estate Planning: Achieving better life experience accountsLake County NewsNow, “achieving better life experience” – or ABLE – accounts help some blind and disabled persons to receive, accumulate and later spend some money without losing needs based benefits. Only persons who were eligible to receive SSI based on a disability …

Planning for your estate after crisis hits – Grand Junction Daily Sentinel

Planning for your estate after crisis hitsGrand Junction Daily SentinelThe good news is that, in both instances, we were able to put their estate plan into place. This is definitely not always the case. Another client made and appointment months earlier, but decided to wait before completing her estate plan. The next time …

Plenty of reasons to do elder law estate planning – recordonline.com – Times Herald-Record

Greater Wilmington Business Journal Plenty of reasons to do elder law estate planning – recordonline.comTimes Herald-RecordElder law estate planning evolved from straightforward estate planning that was once only for the very wealthy. Elder law grew out of protecting the middle class …Top 10 Reasons To Consult An Elder Law Attorney by Kara …Greater Wilmington Business Journal all 2 news articles »

Estate Planning: How to Manage Digital Property Assets – The National Law Review

Estate Planning: How to Manage Digital Property AssetsThe National Law ReviewFollowing the enactment of RUFADAA, our documents generally provide that the fiduciaries named in your estate planning documents (your executor, trustee, and agent under a power of attorney for property) will have the ability to access digital assets …