Estate Planning

Estate planning: Private bankers or lawyers? – Business Times (subscription)

Estate planning: Private bankers or lawyers?Business Times (subscription)With high net worth foreigners choosing to use Singapore as the centre for their wealth management, the issue of estate and succession planning is becoming increasingly relevant. The right stuff: Although lawyers may have a natural advantage because of … and more »

Live and die – Inquirer.net (blog)

Live and dieInquirer.net (blog)Answer: Among the many disciplines of financial planning, estate planning is perhaps the most uninteresting to many Filipinos. Usually, estate planning comes into the minds of many when it is too late already. Without a doubt, proper estate planning …

Why cyberspace should affect your estate planning – ifaonline.co.uk

ifaonline.co.uk Why cyberspace should affect your estate planningifaonline.co.ukA survey by Goldsmiths shows more than 10 -11% of people in the UK have put important internet passwords in their Will or plan to do so, allowing access to information stored in 'cloud' services, such as Hotmail, Yahoo, Facebook, iCloud and Flickr …

Ask the Experts: Making small changes to a will, trust – Kansas City Star

Ask the Experts: Making small changes to a will, trustKansas City StarHere with some tips is Sacramento, Calif., estate planning attorney Michelle Goff. QUESTION: My daughter and I own a condo as joint tenants. What is needed to ensure that my daughter has ownership of the condo upon my death? ANSWER: If the condo is all … and more »

5 Important Steps to Update Estate Plans – LifeHealthPro

LifeHealthPro 5 Important Steps to Update Estate PlansLifeHealthProBy Michael S. Fischer The tumult of the current tax season is winding down, but advisors can provide a valuable additional service to their wealthy clients by encouraging them to closely review their estate plans to ensure these are up to date.

It’s time to plan for 2012 taxes – InvestmentNews

It's time to plan for 2012 taxesInvestmentNews“Give them a week to 10 days to recover, but then it's critical that investors, high-wealth individuals and business owners get in to see their tax advisers early this year,” said Phillip Glasscock, an estate-planning lawyer and certified public …

Bonnie Kraham: Add a letter of instruction to estate plan – Times Herald-Record

Bonnie Kraham: Add a letter of instruction to estate planTimes Herald-RecordBy Bonnie Kraham An often-overlooked part of an elder law estate plan is a "letter of instruction," referred to as a "LOI." These informal documents give exact wishes to guide those you leave in charge of your affairs if you're disabled, and upon your …

Combined WORTH – Winnipeg Free Press

Combined WORTHWinnipeg Free Press"We use life insurance for clients as income replacement or for estate planning," Lussier says. Life insurance pays a tax-free benefit that can provide liquidity to an estate to cover taxes or to bestow a tax-free gift to beneficiaries.

Estate Planning: To probate or not to probate, that is the question – Lake County News

Estate Planning: To probate or not to probate, that is the questionLake County NewsCalifornia law grants a surviving spouse special rights and obligations concerning the probate estate and personal debts of a deceased spouse. These are governed by community property laws. The same rules apply to California registered domestic …

Estate planning program set for Tuesday in Farmington – Morning Sentinel

Estate planning program set for Tuesday in FarmingtonMorning SentinelFARMINGTON — The Upper Kennebec Valley Chapter of the Small Woodlands Owners Association of Maine and the Maine Forest Service will host a program on estate planning from 5:30 to 7:30 pm Tuesday at the Farmington Town Office. Featured speaker will be …