Estate Planning

4 Strategies to Avoid an Estate-Planning Mishap – Kiplinger Personal Finance

Kiplinger Personal Finance 4 Strategies to Avoid an Estate-Planning MishapKiplinger Personal Finance… and charity. It just doesn’t happen. How can you help make sure your transfer of wealth goes smoothly when you die? Here are four basic strategies to discuss with a licensed attorney and your financial adviser to help you avoid an estate-planning …

Anton Yelchin had no will – Winnipeg Free Press

Winnipeg Free Press Anton Yelchin had no willWinnipeg Free PressThe ‘Star Trek Beyond’ actor was killed in a freak accident in June when his 2015 Jeep Grand Cherokee rolled backwards and crushed him against a security gate, and as he didn’t leave any documents stating how he wanted his possessions to be divided …Anton Yelchin’s Parents to Sue Over Car DeathTMZ.com…read more →

Estate planning: Pay now or pay later – Green Bay Press Gazette

Green Bay Press Gazette Estate planning: Pay now or pay laterGreen Bay Press GazetteThere is an old television commercial tag line that said “you can either pay now or pay later”. The idea of the commercial was that those who “pay later” end up paying a lot more, whereas those who are proactive and plan for the future save time…read more →

Estate planning and the family ranch – Huntsville Item

Estate planning and the family ranchHuntsville ItemDaunting is one way to describe estate planning, said my client when discussing his family’s ranch. This can be just one reason ranch families have avoided implementing a plan for their ranch and family. However, even though it may seem daunting …

Underuse at your own financial risk – Winnipeg Free Press

Underuse at your own financial riskWinnipeg Free PressNothing should make a saver happier than a TFSA — though many in the financial planning industry bemoan its misleading name. Certified financial planner Rod Tyler with the Tyler Group Financial Services in Regina says a more appropriate name should …

Intra-family Loans: A Simple Yet Effective Estate Planning Tool – The National Law Review

Intra-family Loans: A Simple Yet Effective Estate Planning ToolThe National Law ReviewAn intra-family loan is a basic estate-planning technique which has a very low transaction cost. Under rules set forth in the Internal Revenue Code, it is possible to make loans to family members at lower rates than those charged by commercial lenders …

Easing the burden: Revise your estate plan regularly – Fond du Lac Reporter

Easing the burden: Revise your estate plan regularlyFond du Lac ReporterFOND DU LAC – Although there is no hard-and-fast rule that dictates how frequently you should review your estate plan, there are some general guidelines. You yourself should review the documents every three to four years. This may be as simple as …

Portability: A Useful Estate Planning Tool – JD Supra (press release)

JD Supra (press release) Portability: A Useful Estate Planning ToolJD Supra (press release)The concept of “portability” in estate planning is the most substantial change to the estate planning landscape for married couples in recent memory. Introduced as a temporary feature by the 2010 Tax Relief Act, portability became permanent under the …

Registration extended for tonight’s estate planning program – Troy Messenger

Registration extended for tonight’s estate planning programTroy MessengerThe Pike County Extension Office is offering a free program on estate planning and end-of-life issues tonight at Cattleman Park. The program will be from 6 until 9 p.m. and dinner will be included. Heath Wesley, Pike County Extension coordinator, said …

3 Talking Points to Help Your Reluctant Spouse Meet with an Elder … – ValdostaToday.com

Digital Journal 3 Talking Points to Help Your Reluctant Spouse Meet with an Elder …ValdostaToday.comNeed help motivating your spouse to meet with an Elder Law and Estate Planning Attorney? We know from experience that the legal planning process is usually …Estate Planning & Elder Law Attorney Cynthia … – Digital JournalDigital Journal all 2 news articles »