Estate Planning

Estate planning can help relieve stress – Capital Press

Capital Press Estate planning can help relieve stressCapital PressThe family’s estate plan was especially reassuring in late summer when Smith was diagnosed with a staph infection. The bacteria entered his bloodstream at a bruised toenail and settled in his left knee replacement, requiring intravenous antibiotics …

Estate Planning Pitfall: You’re donating high-basis stock to charity – JD Supra (press release)

JD Supra (press release) Estate Planning Pitfall: You’re donating high-basis stock to charityJD Supra (press release)As the end of the year fast approaches, you may be thinking about making gifts to qualified charitable organizations as a way to reduce your potential estate and income tax liability while supporting a worthy cause. If you’re considering a stock …

Estate planning tips for blended families – The Edwardsville Intelligencer

Estate planning tips for blended familiesThe Edwardsville IntelligencerMost of us need to do some type of estate planning, but it’s especially important if you are part of a “blended” family. And the best time to start is now – before these plans need to be implemented. Estate planning can be complex, so you will need …

2016 Year-End Estate Planning – Lexology (registration)

WTSP.com 2016 Year-End Estate PlanningLexology (registration)As 2016 comes to a close, Steptoe’s private client practice would like to take this opportunity to highlight some of this year’s important legal developments affecting estate planning, as well as certain year-end planning opportunities that may be of …As Holidays Approach, IRS Reminds Taxpayers of Refund Delays in 2017 – IRS.govIRS.govThe Additional Child Tax…read more →

YVONNE SHANKLIN: Estate planning tips for blended families … – Crestview News Bulletin

JD Supra (press release) YVONNE SHANKLIN: Estate planning tips for blended families …Crestview News BulletinMost of us need to do some type of estate planning, but it’s especially important if you are part of a “blended” family. And the best time to start is now — before …6 estate planning techniques for blended families | Adler Pollock …JD Supra (press release)…read more →

Estate planning: Don’t make these mistakes – ModernMedicine

Estate planning: Don’t make these mistakesModernMedicineA colleague told me he created his own estate plan on a website versus using an attorney. Is that a good idea? Sometimes people attempt to make an estate plan without consulting legal and financial professionals. Mostly, this is because they may have a …

Estate planning tips for blended families – Willcox Range News

Estate planning tips for blended familiesWillcox Range NewsIf you and your new spouse have agreed to keep your assets separate so that each of you can pass an inheritance to your own children, you need to spell out that separation in your “prenup,” your will, your living trust and any other relevant estate …

Estate Planning: How to Leave Money to Your Kids – Time – Money Magazine

Money Magazine Estate Planning: How to Leave Money to Your Kids – TimeMoney MagazineHow to talk to your spouse about putting a in place a will and estate plan to leave money to your kids and other heirs. and more »

Would-be snowbirds want to fly south – Winnipeg Free Press

Would-be snowbirds want to fly southWinnipeg Free PressGiven they will continue to accumulate wealth; they should turn some attention to estate planning. How much do they want to leave for their children? Do they want to leave money to charities? Would they like to spend more money during retirement? And … and more »

Insight on Estate Planning – Year End 2016 – JD Supra (press release)

Insight on Estate Planning – Year End 2016JD Supra (press release)… – If it’s broken, fix it! Trusts that no longer achieve their objective can be repaired. – Preparing for a new year: Take time now for a quick estate plan review. – Estate planning pitfall: You’re donating high-basis stock to charity. – Excerpt …