Estate Planning

Controversial Peabody Estate planning application approved – Wandsworth Guardian

Controversial Peabody Estate planning application approvedWandsworth GuardianA controversial planning application to redevelop a Battersea council estate was approved by Wandsworth Council last night. Developers Indigo Planning, which submitted an application in March that replace the existing building at the Peabody Estate, in …

Family Feud Illustrates Importance of Revising Estate Plans Annually – Financial-Planning.com

Family Feud Illustrates Importance of Revising Estate Plans AnnuallyFinancial-Planning.comIf anyone needs proof of the importance of revisiting their estate plans annually, the case of the high-net-worth Tweten family on the West Coast should supply it. Like what you see? Click here to sign up for Financial Planning's daily newsletter to … and more »

$5M Tax-Free Gifts? Going, Going, Gone – Forbes

LifeHealthPro $5M Tax-Free Gifts? Going, Going, GoneForbesYup, no estate tax was due for these whopping estates, much to the chagrin of the IRS. See Ghoulish Estate Planning Before New Year's? We face another tax bargain for the rest of 2012 and you don't have to die to take advantage of it. Between now and …Senate Bill Proposes to Return Estate…read more →

Nevada Corporate Planners Teams Up With Tax Expert Sandy Botkin and Estate … – RedOrbit

Nevada Corporate Planners Teams Up With Tax Expert Sandy Botkin and Estate …RedOrbitAsset protection and estate and tax planning are key areas where many small business owners are vulnerable to costly mistakes. Entrepreneurs who want to establish the correct foundation for their business and set up a corporation by July 31, 2012, with … and more »

What to Tell the Children About Their Inheritance and When – New York Times

New York Times What to Tell the Children About Their Inheritance and WhenNew York TimesI have written recently about very wealthy people taking advantage of the $5.12 million gift tax exemption to give their heirs money now and save on estate taxes later. But what makes the issue of inheritance broader is the amount of money that is …

Retirement: An estate-planning pitfall – Chicago Tribune

Retirement: An estate-planning pitfallChicago TribuneKiplinger's asked financial planners from the National Association of Personal Financial Advisors what retirement surprises their clients most often encounter. Among those mentioned most often was the potential that a surviving spouse will lose income.

American General Life Companies Launches Robust Tools to Raise Consumer … – MarketWatch (press release)

LifeHealthPro American General Life Companies Launches Robust Tools to Raise Consumer …MarketWatch (press release)HOUSTON, Jul 17, 2012 (BUSINESS WIRE) — American General announces a robust, new suite of tools custom-designed to help existing and prospective clients, with assistance from their advisors, to capitalize on the unprecedented estate planning …New Jersey Estate Planning Attorney Explains Estate Planning In the Midst of…read more →

Estate Planners: 5 New Taxes to Watch – LifeHealthPro

LifeHealthPro Estate Planners: 5 New Taxes to WatchLifeHealthProIn addition to planning now to reduce or avoid the 3.8% surtax in 2013 and beyond, this is an exceptional year for clients and prospects to do estate planning. The federal gift and estate tax exemption is $5.12 million, which allows a married couple to … and more »

Is 2012 the year to act on estate, gift planning? – Ahwatukee Foothills News

Is 2012 the year to act on estate, gift planning?Ahwatukee Foothills NewsYou may have heard that under current law a variety of federal taxes are scheduled to increase effective Jan. 1, 2013. Two of those taxes are the federal estate and gift taxes. Under current law, each U.S. citizen or resident enjoys a $5.12 million …

Planning for Incapacity – DigitalJournal.com (press release)

Planning for IncapacityDigitalJournal.com (press release)As one investor guide notes, "most people spend more time planning their vacations than planning their estates." The reason is simple; planning a vacation is fun and rewarding, while planning out an estate can be depressing. However, an estate is one …