Estate Planning

Digital assets often forgotten during estate planning – Pittsburgh Post Gazette

Digital assets often forgotten during estate planningPittsburgh Post GazetteCHICAGO — As Lake Forest, Ill., economist Mike Moebs planned for his marriage last year, his lawyer pressed him for a complete list of assets. Initially, the frequent-flier miles detailed in his online travel records didn't even cross Mr. Moebs' mind …

Estate planning update – WOOD-TV

WOOD-TV Estate planning updateWOOD-TVGRAND RAPIDS, Mich. (WOOD) – There are changes coming to Michigan regarding the legality of your estate. Power of attorney changes are on the way and there are key questions that need to be addressed in order for you to stay ahead of the changes. and more »

Estate Planning for Our Pets – WZZM

WZZM Estate Planning for Our PetsWZZMA previous dog training client turned friend, Kathleen, has always half-jokingly offered to take Romeo if anything happens to my husband or I. She is truly IN-LOVE with him. Morbid? A little, but then I started thinking, "Do I really need to be …

Financial planning seminar set for Sept. 12 – Community Voice

Financial planning seminar set for Sept. 12Community Voice… it is strictly an educational event, but seating is limited and reservations are required. For reservations and information, call the California Institute of Retirement and Estate Planning reservation hotline at 921-1665 day or night. Post Your …

(Photo Credit: Createacook.com) – CBS Local

CBS Local (Photo Credit: Createacook.com)CBS LocalNo one gets out of this world alive, but we can plan to make it easier on those we leave behind. If you have accumulated assets or you have minor children you need to do some estate planning. The more complicated your life the more complicated your …

Digital assets often forgotten during estate planning – Joplin Globe

Digital assets often forgotten during estate planningJoplin GlobeEstate planners, lawyers and surveys indicate that few people have begun revising their family and estate plans to keep pace with the new reality of digital assets and online accounts. In a recent survey by BMO Retirement Institute, more than half of …

Plan your estate via trust route – Business Standard

Plan your estate via trust routeBusiness StandardIf you want, you can use a Rs 100 stamp paper, which charges three per cent duty. Both Amesur and Pant endorse estate planning through a trust vis-a-vis a will. Will is only one way of planning an estate. The other way is to pass on the assets through …

Account for the cottage when estate planning – Edmonton Journal

Account for the cottage when estate planningEdmonton JournalEstate planning is one of those things that's really important but often last on the priority list. If you have a family cottage or vacation property, it's especially important to do some planning because cottages can create big problems for families …

Accounting Firms Merge: Guilmartin, DiPiro & Sokolowski and Rick Morin … – Patch.com

Accounting Firms Merge: Guilmartin, DiPiro & Sokolowski and Rick Morin …Patch.comHis expertise is in taxation for individuals and small businesses including a specialty in estate, trust and gift tax. He has a wide range of experience in tax planning, compliance and consulting, as well succession planning, probate filings and estate … and more »

How Mitt Romney dramatically lowers his tax bill – InvestmentNews

NDTV How Mitt Romney dramatically lowers his tax billInvestmentNewsRepublican presidential candidate Mitt Romney and his wife, Ann, have used sophisticated estate- planning techniques for more than a decade to minimize taxes and amass at least $100 million for their family outside of their estate. Mitt Romney …Romney's Tax Returns Reveal Lessons on Keeping Wealth in the FamilyAdvisorOneRepublicans Dodge Tax Plan…read more →