Estate Planning

Carissa Giebel column: Put wishes for after death in writing – Green Bay Press Gazette

Carissa Giebel column: Put wishes for after death in writingGreen Bay Press GazetteIs estate planning one of those things you have been putting off for a while? Perhaps you feel uncomfortable planning for after death. But what you may not know is that a large part of estate planning is actually planning for your lifetime, too. What …

Romney Tax Returns Show Strategy for Moving Money – Businessweek

Romney Tax Returns Show Strategy for Moving MoneyBusinessweekRepublican 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. The couple created … and more »

Grave financial concerns – Montreal Gazette

Grave financial concernsMontreal Gazette"That happens all the time if you've got a $100,000 or more RRSP and you're not leaving it to a spouse," says Chris-tine Van Cauwenberghe, assistant vice-president tax and estate planning at Investors Group. A person's estate not only includes their … and more »

Lower-income Canadians also need financial planning – Calgary Herald

Lower-income Canadians also need financial planningCalgary Herald"That happens all the time if you've got a $100,000 or more RRSP and you're not leaving it to a spouse," says Christine Van Cauwenberghe, assistant vice-president tax and estate planning at Investors Group. A person's estate not only includes their … and more »

Death and taxes: Even lower-income Canadians can face top bracket – Globe and Mail

Globe and Mail Death and taxes: Even lower-income Canadians can face top bracketGlobe and MailMany Canadians live frugally for years in the hope of leaving large legacies to their children, but without proper estate planning those legacies can be fraught with complications. Taxes, real estate passed down and now shared by siblings, and … and more »

Federal Estate Tax: What to Expect in 2013 – U.S. Politics Today

Federal Estate Tax: What to Expect in 2013U.S. Politics TodayA recent case exemplifies the need to keep close tabs on one's estate plan due to estate tax changes. The case involved a strategy known to estate planning attorneys as a formula clause, which can be used to reserve the amount excluded by tax law for … and more »

Zwick to Present “Basics of Estate Planning” at CCAAA – Gant Daily

Zwick to Present “Basics of Estate Planning” at CCAAAGant DailyZwick's presentation is entitled “The Basics of Estate Planning” and begins at 1 p.m. at the center, located in the Clearfield County Area Agency on Aging Inc. building at 103 North Front St., Clearfield. He'll cover topics, such as the two different …

Romney Tax Returns Show Strategy for Moving Money to Kids – Businessweek

Los Angeles Times Romney Tax Returns Show Strategy for Moving Money to KidsBusinessweekRepublican 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. The couple created …SHATTUCK'S TAX FACTSCentral Valley Business Times all 145 news…read more →

Business transitions for week of August 27 – Lexington Herald Leader

Lexington Herald Leader Business transitions for week of August 27Lexington Herald LeaderThe addition of the nine attorneys of Williams McDaniel will give Wyatt, Tarrant & Combs one of the largest estate planning law groups among regional firms in the country with 27 estate planning attorneys. Six of Wyatt's estate planning attorneys are …

Grave financial concerns – The Province

Grave financial concernsThe Province"That happens all the time if you've got a $100,000 or more RRSP and you're not leaving it to a spouse," says Chris-tine Van Cauwenberghe, assistant vice-president tax and estate planning at Investors Group. A person's estate not only includes their … and more »