Estate Planning

Estate planning: Who gets the house? – Financial Post (blog)

Financial Post (blog) Estate planning: Who gets the house?Financial Post (blog)Leanne Kaufman, vice-president of the professional practice group at RBC Wealth Management, said fights over the house are mitigated when potential beneficiaries are considered elsewhere as part of estate planning. She says anything jointly held with … and more »

Tuesday, October 30 – Winnipeg Sun

Tuesday, October 30Winnipeg SunWinnipeg Sun Around Town public service announcements are free but not guaranteed. Dead-line for submissions is noon Tuesday prior to the … Basic Estate Planning Workshop for Community Women. 10 a.m. – Noon, Fort Garry Women's Resource Centre, … and more »

With laws set to change, estate planning speeds up – Fort Worth Star Telegram

With laws set to change, estate planning speeds upFort Worth Star TelegramBy Dave Carpenter. The Associated Press. Taxes that are largely a concern of the very rich will soon affect far more people unless Congress steps in. The impending changes in the estate and gift tax laws are prompting a flurry of activity as 2013 draws …

Estate planning: Give your money away now — save taxes – Financial Post (blog)

Financial Post (blog) Estate planning: Give your money away now — save taxesFinancial Post (blog)When we think of estate planning, we often think of how we want to distribute our assets upon death, whether it is to a relative or close friend, or in some cases, to charity. But what is sometimes overlooked is the opportunity to give assets away…read more →

Estate planning; ‘Twilight’ marathon; Clothing drive – Royal Oak Daily Tribune

Estate planning; 'Twilight' marathon; Clothing driveRoyal Oak Daily TribuneCONTRIBUTE. Story Ideas; Send Corrections. Presentation on estate planning. FERNDALE — A free presentation on estate planning will take place at 7 p.m. Thursday in the community room of the Ferndale Public Library, 222 E. Nine Mile Road. The seminar …

Plan Your Estate Like Romney to Beat Taxes – Fox Business

Plan Your Estate Like Romney to Beat TaxesFox BusinessMany people think estate planning is only for the proverbial 1%. In 2012, individuals are allowed an exemption from the federal estate tax for assets worth up to $5.12 million. The value of most individuals' wealth falls below that amount, but consider …Death, taxes and farming – Congress needs to fix 2013's…read more →

Ask Ed Slott: Your IRA Expert – Financial-Planning.com (blog)

Ask Ed Slott: Your IRA ExpertFinancial-Planning.com (blog)A client that is going through the estate planning process recommended it to me. My favorite life insurance agent borrowed it before I could finish, but I have one question for you. In your section on roll back, you mention purchasing the life … and more »

Plan your farm estate at U of I Extension on Nov. 15 – Freeport Journal-Standard

Plan your farm estate at U of I Extension on Nov. 15Freeport Journal-StandardThe University of Illinois Extension Ogle County will host a "Plan your Farm Estate" workshop from 6 to 9 p.m. Nov. 15 at the University of Illinois office, 421 W. Pines Road, Oregon. Local food systems and small farms educator Ellen Phillips, along … and more »

See estate lawyer about gifting assets – NorthJersey.com

DigitalJournal.com See estate lawyer about gifting assetsNorthJersey.comMany estate planning professionals believe Congress will wait until next year to raise the estate tax exemption above $1 million, retroactive to Jan. 1, 2013. If you are considering making large lifetime gifts this year, consult with an estate planning …With Uncertain Future Looming, Trust Funds Protect Estate Value (Includes …DigitalJournal.comNews Summary: Year-end changes…read more →

RIA Profile: Practice Surges by Targeting Insurance Agents – Financial-Planning.com

RIA Profile: Practice Surges by Targeting Insurance AgentsFinancial-Planning.comWhen that RIA was founded by an estate planning attorney, there must be a surprising reason. “Insurance agents,” Dean Zayed, CEO of Brookstone Capital Management in Wheaton, Illinois, told Financial Planning. “I got to know many of them, from my estate …