Estate Planning

Carolyn Hax: Use surprise discovery as chance to talk about estate planning – Milwaukee Journal Sentinel

Milwaukee Journal Sentinel Carolyn Hax: Use surprise discovery as chance to talk about estate planningMilwaukee Journal SentinelIn the email, my father-in-law asked the financial planner how to ensure that my stepson receives the remainder of my in-laws’ estate after my husband dies. The financial planner suggested a couple of options, one of which was a generation-skipping … and more »

Attorney Lisa Edgar Dickman Examines Estate Planning Essentials – Benzinga

Attorney Lisa Edgar Dickman Examines Estate Planning EssentialsBenzingaHowever, many people might not understand the estate planning process, or where to even begin. “Now more than ever there are some questions that are far too critical to be left unresolved if you are to properly protect yourself and your family,” said … and more »

Lots of tax changes affecting Canadian families – Winnipeg Free Press

Lots of tax changes affecting Canadian familiesWinnipeg Free Press… of credits and benefits to reduce taxes for people in communities the new government is targeting those benefits and credits and focusing taxes more on a basis of people’s needs,” says Myron Knodel, director of tax and estate planning with … and more »

Lots of tax changes affecting Canadian families – Winnipeg Free Press – Winnipeg Free Press

Lots of tax changes affecting Canadian families – Winnipeg Free PressWinnipeg Free Press(Special) – A lot of tax changes being implemented by the new federal government will have an impact… – Personal Finance – Winnipeg Free Press. and more »

Estate planning topic of meeting Sunday in Chico – Chico Enterprise-Record

Estate planning topic of meeting Sunday in ChicoChico Enterprise-RecordEstate planning basics and activities that can assist with end of life decision-making will be explored 5:30-7 p.m. Sunday at The Alliance for Support and Education in Dying and Death monthly meeting at the Chico library East First and Sherman avenues.

Digital assets often overlooked in estate planning – The Globe and Mail

Digital assets often overlooked in estate planningThe Globe and MailFor high-net-worth individuals, estate planning is crucial. And if they are business owners, a separate, corporate will is needed for property and equipment and to ensure ownership succession. But what about digital property? It makes up an …

Estate Planning KC: Have a Roth IRA? Here is how to use it in your estate plan – Shawnee Mission Post

Shawnee Mission Post Estate Planning KC: Have a Roth IRA? Here is how to use it in your estate planShawnee Mission PostA Roth IRA can be a valuable estate planning tool, offering the opportunity for tax-free growth as long as it exists and requiring no distributions during your life, thus allowing you to pass on a greater amount of wealth…read more →

Estate planning program held – Sidney Daily News (subscription)

Sidney Daily News (subscription) Estate planning program heldSidney Daily News (subscription)SIDNEY — More than 40 local residents attended a recent estate planning program sponsored by five local foundations. The End of Life Planning: Final File presentation was given by attorney Harry Faulkner and Dr. Barbara Hill. The event was sponsored …

What is estate planning? – Monadnock Ledger Transcript

Monadnock Ledger Transcript What is estate planning?Monadnock Ledger TranscriptPart of estate planning is making provision for one or more trusted friends, family members or others to handle your legal and financial business for you, and to make health care decisions for you that you can’t make yourself. The former document is …

As Americans Blanch at Estate Planning, Financial Advisors Need to Spur Clients to Action – TheStreet.com

TheStreet.com As Americans Blanch at Estate Planning, Financial Advisors Need to Spur Clients to ActionTheStreet.comThat after a new study from BMO Wealth Management shows that 52% of survey respondents don’t have a formal estate plan, and that 25% of married Americans say only one spouse knows where key estate planning documents – like wills and powers of …