Estate Planning

Do You Still Need An Estate Plan If There Is No Estate Tax? – Forbes

Forbes Do You Still Need An Estate Plan If There Is No Estate Tax?ForbesOne of the pieces of Donald Trump’s campaign platform that attracted a lot of attention was his pledge to repeal the federal estate tax. Or, as he calls it, “the death tax.” Now that he is President Trump, what does it mean to us if he does…read more →

Bonnie Kraham: Review your estate plan every 3 years – Times Herald-Record

Bonnie Kraham: Review your estate plan every 3 yearsTimes Herald-RecordCreating an estate plan is not the end of the estate plan. Over the years, your goals and desires may change. Family dynamics, finances and even the law may change. It is recommended that you review your estate plan about every three years to make sure …

Why is now a good time to complete your estate plan? – Walker Pilot Independent

Why is now a good time to complete your estate plan?Walker Pilot IndependentWe may think of an estate plan as simply a way to decide ‘who gets what’ when we die, but it’s something more than that. Think of your estate plan as a detailed set of instructions for your family to follow when you die or become seriously ill….read more →

Self-employed? Get into the habit of putting cash away – The Globe and Mail

Self-employed? Get into the habit of putting cash awayThe Globe and Mail“It’s a base income that helps you meet your basic necessities of life, but it’s certainly not going to give you a lavish lifestyle,” says Aurèle Courcelles, assistant vice-president of tax and estate planning at Investors Group Financial Services Inc …

Uncertainty and estate planning – Record Bee

Uncertainty and estate planningRecord BeeUncertainty makes most of us uncomfortable. It is something most wish to push aside. Much of what happens over the course of our lifetimes, however, is uncertain until much closer to when it actually happens. Estate planning necessarily grapples in the …

Estate planning for caregivers – KIMT 3

KIMT 3 Estate planning for caregiversKIMT 3AUSTIN, Minn.- You might be one of the many folks that put off planning your estate, but a local group is encouraging caregivers and parents of those with disabilities to get a head start on it. Often times when you’re writing out a will you think of …

Estate Planning workshop presented by Independence Financial Advisors – The Laconia Daily Sun

Estate Planning workshop presented by Independence Financial AdvisorsThe Laconia Daily SunFRANKLIN — Independence Financial Advisors will present seminars on estate planning beginning March 28. Attorney Jim Sessler will be the featured presenter and will discuss the important documents required to develop an estate plan. IFA will hold …

MU Extension offers Estate Planning Workshop in Marshall – The Marshall Democrat-News

MU Extension offers Estate Planning Workshop in MarshallThe Marshall Democrat-NewsThe University of Missouri Extension is offering an Estate Planning Workshop on March 29. A presentation reviews the need for an estate plan and the fundamentals of creating one. “Every estate is planned — either by an individual or the government …

Estate Planning KC: Portability is a thoroughly modern estate tax break – Shawnee Mission Post

Shawnee Mission Post Estate Planning KC: Portability is a thoroughly modern estate tax breakShawnee Mission PostComputers and phones aren’t the only things that are portable today. The gift and estate tax exemption is also “portable” for married couples. Portability simplifies estate planning by allowing a surviving spouse to use the deceased spouse’s unused …

The ins and outs of 2016 tax season – Winnipeg Free Press

Winnipeg Free Press The ins and outs of 2016 tax seasonWinnipeg Free PressFew Canadians won’t be happy when spring finally gets here, but there’s always one downer. Spring time is also tax time. With the rising temperature comes rising stress levels as you try to keep up with the annual changes to credits, deductions and … and more »