Estate Planning

Carmon Community Funeral Home to host planning for your final arrangements program – Foothills Media Group

Carmon Community Funeral Home to host planning for your final arrangements programFoothills Media GroupFARMINGTON VALLEY — A growing number of people are seeking information about a variety of eldercare and estate planning issues related to aging. With the largest number of older Americans in our nation's history — including the graying Baby Boomers … and more »

Estate Planning for Family Farms and Ranches – Hoosier Ag Today

Hoosier Ag Today Estate Planning for Family Farms and RanchesHoosier Ag TodayEven though the marital deduction is a great estate planning opportunity it is also a trap for the unwary. That is because while a taxpayer can avoid any estate tax on their death by simply leaving all of their property to their spouse, …Gifting of assets may be the…read more →

Penton Media Launches WealthManagement.com – MarketWatch (press release)

Penton Media Launches WealthManagement.comMarketWatch (press release)It also became eminently clear that while Registered Rep. was largely for financial advisors, and Trusts & Estates was targeted at estate planning professionals, their information needs were more and more overlapping. So, we decided to make the bold …Penton launches WealthManagement.com portalBtoB Magazine all 7 news articles »

Planning ahead for digital remains – InvestmentNews

Planning ahead for digital remainsInvestmentNewsBy Liz Skinner The practice of protecting assets is reaching into the digital domain, with many estate-planning lawyers helping clients make plans for their online property. Although many of these assets, such as online businesses, could be valuable, … and more »

Cancer diagnosis leaves couple with little time to make difficult choices – Winnipeg Free Press

Cancer diagnosis leaves couple with little time to make difficult choicesWinnipeg Free PressBut the dilemma regarding Oliver's estate and the trust requires resolution first and foremost, says lawyer Caroline Kiva, who practises estate planning with Pitblado Law in Winnipeg. Typically, people create spousal testamentary trusts for more than … and more »

ESTATE PLANNING: Singles need a plan too – nwitimes.com

ESTATE PLANNING: Singles need a plan toonwitimes.comWhenever I talk to him about his estate plan, he says he'll be fine. I'm not even sure he's named beneficiaries on his 401(k). Shouldn't he have a plan even if he doesn't have a family of his own? A: Your son is the poster child for estate planning …

How to take advantage of historical opportunities in the estate and gift tax code – Smart Business Network

How to take advantage of historical opportunities in the estate and gift tax codeSmart Business NetworkWhen it comes to estate planning, timing is everything, as variations in tax law make some years more favorable than others for transferring assets. Ask any estate planner about 2012 and they're likely to say things haven't looked this good in a long …

Estate Planning: Good record keeping practices for trustees – Lake County News

Estate Planning: Good record keeping practices for trusteesLake County NewsM. tax studies), is a State Bar Certified Specialist in Estate Planning, Probate and Trust Law. His office is at 55 First St., Lakeport, California. Dennis can be reached by e-mail at This e-mail address is being protected from spambots.

WealthCounsel® Launches New Consumer-Focused Estate Planning Information Portal – MarketWatch (press release)

WealthCounsel® Launches New Consumer-Focused Estate Planning Information PortalMarketWatch (press release)EstatePlanning.com helps consumers make informed decisions about planning for the future and encourages visitors to learn about leaving a legacy for their loved ones. MADISON, Wis., May 31, 2012 /PRNewswire via COMTEX/ — WealthCounsel®, a nationwide … and more »

Family Businesses May Not Survive ‘Death Tax’ – Fox Business

Family Businesses May Not Survive 'Death Tax'Fox BusinessSmall business advocates say the “death tax,” which is owed to the government when transferring a business after the owner's death, threatens succession plans in family owned businesses. The current federal estate tax exempts the first $5000000 of an …Arizona businesswoman asks Congress for certainty, clarity in estate taxGreen Valley News all 12…read more →