Estate Planning

Estate plans — time for a check up – Columbia Business Times

Estate plans — time for a check upColumbia Business TimesDo you know what your estate plan says? If it has been a while since you last reviewed your will and living trust, you may be in for a surprise. Some changes in estate tax and gift laws may result in your family experiencing consequences you never … and more »

REPEAT-BMO Retirement Institute Report-The New Frontiers of Estate Planning … – MarketWatch (press release)

Advisor.ca REPEAT-BMO Retirement Institute Report-The New Frontiers of Estate Planning …MarketWatch (press release)TORONTO, ONTARIO, Apr 30, 2012 (MARKETWIRE via COMTEX) — Estate plans need to evolve to keep up with changing societal elements, according to the new report released today by the BMO Retirement Institute, Estate planning in the 21st century: New …BMO Retirement Institute Report: Estate Planning in the…read more →

Joining Church and Estate – Wall Street Journal

Joining Church and EstateWall Street JournalBy RACHEL EMMA SILVERMAN For many people, estate planning isn't just about financial assets and other practical concerns. It's also about honoring their religious beliefs and passing those values on to family members. Religious beliefs can affect a …

ESTATE PLANNING: Planning for cohabitating couples – nwitimes.com

ESTATE PLANNING: Planning for cohabitating couplesnwitimes.comA: Unmarried couples have unique estate planning needs. Whereas married couples are granted certain legal rights, unmarried couples are not. This applies to heterosexual as well as same-sex couples. Without legal protection, planning is a must.

What’s more terrifying than tax attorney? Author finds out… – msnbc.com

What's more terrifying than tax attorney? Author finds out…msnbc.comThat's because we hadn't yet met with an estate planning law firm. Today we're in this white-shoe law firm discussing what's going to happen when we die. I hate that we're here, I hate what we're talking about, but it's got to be done.

Estate Planning: The omitted spouse’s statutory share – Lake County News

Estate Planning: The omitted spouse's statutory shareLake County NewsThis shows the importance of keeping one's estate plan up to date on the occurrence of major life events, such as marriage. Dennis A. Fordham, attorney (LL.M. tax studies), is a State Bar Certified Specialist in Estate Planning, Probate and Trust Law.Estate Planning In a Second Marriage Is More than Just Making…read more →

Jonathan Blattmachr Leads Sessions in Estate Planning Essentials at CPMC … – San Francisco Chronicle (press release)

Jonathan Blattmachr Leads Sessions in Estate Planning Essentials at CPMC …San Francisco Chronicle (press release)Led two sessions on "Powers of Appointment: A Most Powerful and Important Estate Planning Tool" and "Why 2012 is the Best Year for Estate Planners" San Francisco, CA (PRWEB) April 27, 2012 Expert trust and estate planning attorney Jonathan Blattmachr … and more »

6 ways that deferring tax credits, deductions can pay off – CBC.ca

CBC.ca 6 ways that deferring tax credits, deductions can pay offCBC.caAnother beneficial delay scenario Myron Knodel, director of tax and estate planning at Investors Group in Winnipeg, offers another instance where it can make sense to delay claiming RRSP contributions. “For people who are approaching age 65 who feel … and more »

Estate Planning In a Second Marriage Is More than Just Making a Will – Houston Chronicle

Estate Planning In a Second Marriage Is More than Just Making a WillHouston ChronicleEstate planning in a second marriage is almost as hard as finding the perfect spouse. Many couples never even make a will. After all, estate planning wasn'ta big deal when they each got divorced or were widowed. In a divorce, all the property is … and more »

7 Major Errors In Estate Planning – Forbes

Forbes 7 Major Errors In Estate PlanningForbesIt never fails to amaze me that so many otherwise savvy individuals, many of whom have their financial lives otherwise buttoned-up, use poor judgment (or no judgment) when it comes to their estate planning. The list of major estate omissions and poor … and more »