Estate Planning

EQUITY TRUSTEES LTD : Avoid estate planning mistakes – 4-traders

EQUITY TRUSTEES LTD : Avoid estate planning mistakes4-tradersAdvisers may need more technical and compliance knowledge to make sure that they meet clients' needs with estate planning, said Equity Trustees Limited. Actually drafting a Will or documenting an estate plan may prove more complex than some had … and more »

Wayland Library to host informational workshop on estate planning Nov. 5 – Corning Leader

Wayland Library to host informational workshop on estate planning Nov. 5Corning LeaderWayland Library will be hosting an informational workshop on estate planning from 2 to 4 p.m. on Nov. 5 at the library, 101 W. Naples St., Wayland. Cornell Cooperative Extension of Steuben County, partnering with Corning attorney Patrick J. Roth, Esq …5 Things: Hurricane Info, Meetings, Estate Planning and…read more →

Life Insurance Muzzles Estate Tax Bite – Fox Business

Life Insurance Muzzles Estate Tax BiteFox Business"For estates valued greater than $1 million, I would recommend at minimum a term life insurance policy as one of the easiest ways to provide liquidity to pay the estate tax," says Julie Kronhaus, an attorney specializing in estate planning and elder …

Time for Succession Planning Is Running Out With Looming Expiration of Bush … – Huffington Post

Time for Succession Planning Is Running Out With Looming Expiration of Bush …Huffington Post1, 2013, when the gift tax exemption amount falls from $5 million to $1 million for everyone, some will have a rude awakening, given the time required to design and execute proper estate planning measures. So a game plan must be in the works now. If …

Avoid estate planning mistakes – Financial Standard

Avoid estate planning mistakesFinancial StandardThis is despite planners being particularly well placed to discuss clients' general estate planning needs and the range of issues to be considered, said Hacker, who is also an accredited specialist in wills & estates. "Probably the most common mistake …Estate planning requires additional skills for financial advisersMoney ManagementSuperannuation mistakes still common in estate planningInvestorDaily all…read more →

Estate planning: Trusts not just for ‘rich and famous’ – Financial Post (blog)

Financial Post (blog) Estate planning: Trusts not just for 'rich and famous'Financial Post (blog)Nothing on the internet should surprise me today, but it was nonetheless intriguing to stumble across a U.S. website featuring “Wills of the Rich and Famous.” The site claims to post the wills of a wide variety of notable figures, including George …

Beard Mortuary to host seminar titled ‘Is Your Estate in Order’ – Huntington Herald Dispatch

Beard Mortuary to host seminar titled 'Is Your Estate in Order'Huntington Herald DispatchThe Herald-Dispatch. ESTATE PLANNING: Beard Mortuary and Huddleston Bolen LLP will host a seminar titled "Is Your Estate in Order" from 10 a.m. to noon Tuesday, Oct. 30, at Beard Mortuary, 3001 3rd Ave., Huntington. The seminar is free and open to the …

Business Calendar Oct. 29 – Winnipeg Free Press

Business Calendar Oct. 29Winnipeg Free PressFee: free members, $195 non-members. MONDAY. Estate Planning Council of Winnipeg presents Toxicities of Trusts and How to Avoid Them with Dr. Moira Somers, C. Psych of Money, Mind and Meaning, 5:15 p.m., Winnipeg Winter Club, 200 River Ave.

Gun Trusts for estate planning – Lancaster Newspapers

Gun Trusts for estate planningLancaster NewspapersTraditional estate planning can cause problems when dealing with firearms because the typical documents used to handle your real estate, bank accounts and stocks often instruct executors and trustees to do things which violate federal, state and local …

ESTATE PLANNING: Allow enough time to get it done – nwitimes.com

ESTATE PLANNING: Allow enough time to get it donenwitimes.comProbably going to be a little tough. What I want you to understand is that it's alright to think about estate planning before leaving on a trip. However, your attorney is going to need a little more than 18 hours to complete the plan. Eighteen days …