Estate Planning

Don’t Delay Estate Planning, for the Sake of Your Heirs – Barron’s

Barron’s Don’t Delay Estate Planning, for the Sake of Your HeirsBarron’sDo you need to make estate-planning decisions? Only 26% of the 3,105 wealthy individuals surveyed in a 2016 study by RBC Wealth Management and Scorpio Partnership had a complete estate-planning strategy—including an estate plan, a will, and a …

Prenups can help second (or third) time around marriages – The Globe and Mail

Prenups can help second (or third) time around marriagesThe Globe and MailIn some situations, the terms of a prenuptial agreement can be entirely inappropriate, said Patricia Lane, a seasoned family lawyer at Taylor McCaffrey in Winnipeg. Yet with older couples and seniors, who are going into a new relationship with all …

RRSPs have evolved – The Lethbridge Herald – News and Sports … – Lethbridge Herald

RRSPs have evolved – The Lethbridge Herald – News and Sports …Lethbridge HeraldSixty years ago, $2,500 seemed like a lot of money. That was the most Canadians were allowed to deposit in a new savings scheme. The program, introduced … and more »

Colorado State University Extension to Host Estate Planning … – Julesburg Advocate

Colorado State University Extension to Host Estate Planning …Julesburg AdvocatePlanning how to transfer your farm, ranch, or other business to the next generation is difficult. Just as is planning for retirement and formalizing your estate plan. and more »

RRSPs have evolved – Lethbridge Herald

RRSPs have evolvedLethbridge HeraldBut few Canadians got excited, explains David Ablett, the tax and estate planning director for the Investors Group. “At that time, many … Oldtimers will remember when the Winnipeg-based Investors Group was the big name in Canadian mutual funds. But … and more »

Estate Planning for Blended Families – FEDweek

Estate Planning for Blended FamiliesFEDweekMany Americans have so-called “blended” families. In such a family, one or both spouses have children from a previous marriage. Estate planning can be difficult for a spouse in such a family who wants to provide for a surviving spouse and for children …

Santa Clarita Elder Care Lawyer: Top Three Estate Planning Mistakes To Avoid – KHTS Radio

KHTS Radio Santa Clarita Elder Care Lawyer: Top Three Estate Planning Mistakes To AvoidKHTS RadioThe top three mistakes, according to Mr. Kaiden, include: Married couples failing to update AB-type trusts; Seniors failing to create a Life Care Plan which is incorporated into their estate planning; And worst of all, not seeking the advice and …

Estate planning changes possible under Trump – Tri-State Neighbor

Tri-State Neighbor Estate planning changes possible under TrumpTri-State NeighborDear Michael: We think maybe now would be a good time to see what President Donald Trump does before we complete our estate planning. We have heard there might not be any more estate taxes so we needn’t worry about planning in the future.

Business Workshop: Valuation discounts for estate planning about to end – Pittsburgh Post-Gazette

Business Workshop: Valuation discounts for estate planning about to endPittsburgh Post-GazetteFor years, astute business owners have structured family-controlled entities as partnerships and corporations to take advantage of valuation discounts for estate planning purposes. The premise behind giving the discount was that the shares were worth …

Estate Planning for new parents: Part 2 – Nolensville Home Page – Nolensville Home Page

Nolensville Home Page Estate Planning for new parents: Part 2 – Nolensville Home PageNolensville Home PageThis week we conclude our series on estate planning for new parents by focusing on the challenges faced by some children and common estate planning …Estate Planning KC: 5 questions for single parentsShawnee Mission Post all 1 news articles »