Estate Planning

Estate planning is crucial for young families – Calgary Herald

Estate planning is crucial for young familiesCalgary HeraldThe legal fee for a proper estate plan was going to set them back $1000 or so. It seemed like a waste. Brad wanted to buy a new guitar. One of the first questions the lawyer asked was who should take over parenting their child if they both died.

The basics of estate planning – STLtoday.com

The basics of estate planningSTLtoday.comThough college and retirement funds garner a lot of attention, people also must make time for estate planning. Estate planning is the process of arranging for the disposal of an estate upon an individual's death. This planning can reduce taxes and …

ESTATE PLANNING: Leaving a personal property distribution letter – nwitimes.com

ESTATE PLANNING: Leaving a personal property distribution letternwitimes.comA: Leaving a personal property distribution letter is one of my favorite estate planning techniques. To give credit where credit is due, I stole the idea from my friend and more learned counsel, Jack O'Drobinak What I do is add language to my wills and …

Death, taxes … and your legacy – Winnipeg Free Press

Death, taxes … and your legacyWinnipeg Free PressThe Canadian Association of Gift Planners Manitoba and The Winnipeg Foundation would like to see a third certainty: estate planning to leave a legacy. The two organizations, through the Gift Planners' National Leave A Legacy month in May and the …

How’s bricks? – Winnipeg Free Press

How's bricks?Winnipeg Free PressPurdy was an avid Lego collector until he moved to Winnipeg in the early 1990s to attend university. After a 10-year break from his hobby, he spotted a battery-powered train in a Lego catalogue in 2002, thought, "That's pretty cool," and sent away for …

Estate Planning for Beginners – LifeHealthPro

LifeHealthPro Estate Planning for BeginnersLifeHealthProBy Charles K. Hirsch, CLU I recently had the chance to sit down with three top estate planners for a question-and-answer session. Here's their advice for producers new to the estate planning business and those who wish to work on estate planning teams.

Estate planning lays framework for smooth transition – Agri-View

Estate planning lays framework for smooth transitionAgri-ViewIt is, however, possible to “plan” for it and ease the pain for the surviving spouse, children and others who might be farming with you and left to carry on. Your “estate plan,” however, should not be your farm's succession plan.

Estate Planning: Providing for Your Pet’s Future – WebMD (blog)

WebMD (blog) Estate Planning: Providing for Your Pet's FutureWebMD (blog)After we finished agreeing on a plan for her cat, the owner told me this would be her last cat. When I asked why, she cited her age as the major factor. She thought if she got a kitten at her age, it might outlive her and she worried how she…read more →

PCR’S Robin Williams Offers Insights Into the Role of Transparency in … – MarketWatch (press release)

PCR'S Robin Williams Offers Insights Into the Role of Transparency in …MarketWatch (press release)… private banks is pleased to announce that its Chief Product Officer, Robin Williams, served as a featured panelist on the importance of multi-generational client relationships at Opal Financial Group's recent Trust, Tax and Estate Planning Forum. and more »

California Estate Planning and Probate Attorney to Speak at San Mateo County … – PR Web (press release)

California Estate Planning and Probate Attorney to Speak at San Mateo County …PR Web (press release)California estate planning & probate attorney Walter E. Shjeflo, partner in the San Mateo law firm of Fox, Shjeflo, Hartley & Babu LLP has been invited to speak to the San Mateo County Bar Association on April 19, 2012. The event, entitled, “Estate … and…read more →