Estate Planning

Estate Planning: It’s Not Over – Financial Advisor Magazine (registration)

Estate Planning: It’s Not OverFinancial Advisor Magazine (registration)Given the results of last November’s election, a repeal of the federal estate tax is now a distinct possibility faced by an entire generation of people who, only a few months ago, were planning for potential increases to the tax. President Donald Trump … and more »

Estate Planning KC: Will your favorite charity accept your donation? – Shawnee Mission Post

Shawnee Mission Post Estate Planning KC: Will your favorite charity accept your donation?Shawnee Mission PostIf your estate plan includes charitable donations, be sure to discuss any planned gifts with the intended recipients before you finalize your plan. This is particularly important for donations that place restrictions on the charity’s use of the gift …

Estate planning: Wills and trusts as means of security – Arab American News

Arab American News Estate planning: Wills and trusts as means of securityArab American NewsDEARBORN —When it comes to estate planning, specifically wills and trusts, many people fail to recognize its integral role and would rather use joint tenancy to distribute assets and escape Probate Court. That’s the view of a local estate planning …

Insight on Estate Planning – April/May 2017 – JD Supra (press release)

JD Supra (press release) Insight on Estate Planning – April/May 2017JD Supra (press release)Dynasty trusts have nothing to do with the popular soap opera from the 1980s, but everything to do with leaving a lasting legacy. Although this type of trust is often created to reduce estate taxes, it can also provide other benefits and protections …

Hometown Estate Planning – Prince William Living (press release) (blog)

Prince William Living (press release) (blog) Hometown Estate PlanningPrince William Living (press release) (blog)Northern Virginia-based attorney Richard Phillips, owner of Hometown Estate Planning in Historic Manassas, explained that without a documented plan that follows a legal structure, the government becomes responsible with the distribution and handling …

Estate Planning: Include Your Pets! – Forbes

Forbes Estate Planning: Include Your Pets!ForbesMy wife volunteers her time to Paws Crossed, a no-kill animal shelter in Westchester County, NY. Often pets are surrendered to shelters because of changes in their owners’ lives such as relocation, allergies or financial distress; and sometimes as a …

Citizenship critical to estate planning for Jamaicans overseas – Jamaica Gleaner

Jamaica Gleaner Citizenship critical to estate planning for Jamaicans overseasJamaica GleanerCarol Saunders-Hammond (right), director of Citizenship Services at the Passport Immigration and Citizenship Agency (PICA), speaks with patrons at PICA’s booth at the JN Group Expo held at the Pearson Convention Centre in Brampton, Canada on the … and more »

A professional network can guide you through the tax maze – Winnipeg Free Press

A professional network can guide you through the tax mazeWinnipeg Free PressMany financial advisers can recommend an accountant if you don’t have one and may also be able to suggest legal help if necessary for estate planning purposes. Some recent studies over the last few years indicate that about half to two-thirds of … and more »

Thompson Dorfman Sweatman LLP (TDS) Welcomes Caroline GS Kiva to the Firm – Yahoo Finance

Thompson Dorfman Sweatman LLP (TDS) Welcomes Caroline GS Kiva to the FirmYahoo FinanceCaroline has returned to Winnipeg to continue her practice in the areas of estate and succession planning. Through her practice, she assists clients with creating a legacy by preserving family assets and creating estate plans that provide for the … and more »

Colonie Library: Investing, Estate Planning 101 – Spotlight News

Spotlight News Colonie Library: Investing, Estate Planning 101Spotlight NewsThe following topics will be covered: budgeting for wealth accumulation, buying the right insurance, saving for college, the basic estate planning documents all parents need, protecting the interests of minor children, and planning for the unique needs …