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Updating Your Will: A Small Step That Goes A Long Way
New York City :: NY :: USA | 1 day ago
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One of the most important documents to look through and update on a regular basis is your will. Situations and circumstances are constantly changing, and it is essential that your will is updated periodically to reflect these changes. Some of these
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Lessons in estate planning from Warren Buffett
Fort Worth :: TX :: USA | 4 days ago
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EDT (Ryan Enn Hughes For The Globe and Mail) I've never had the pleasure of meeting Marvin Blum...On May 5, at the Berkshire Hathaway annual general meeting, Mr. Blum asked Warren Buffett a question about estate planning...Story continues below ad
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Making it Easier to Help Clients Leave a Legacy
Des Moines :: IA :: USA | 21 days ago
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As the population ages and tax laws change, financial professionals have an opportunity to help clients develop or update their estate plans. Personal trust services from Principal Trust Company SM complete the plan by preserving and distributing
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Wealth Matters: Estate Planning Under the New Tax Law
New York City :: NY :: USA | 27 days ago
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But that doesn't mean that everyone else can forget about an estate plan. Consider the people who fill out forms designating who inherits assets like an insurance policy and then never go back and revise the forms when, for instance, they divorce and
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Taking stock: the importance of a personal inventory
Glenwood Springs :: CO :: USA | 1 month ago
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Matthew Laurel Trinidad Preparing an estate plan that includes a will or trust and other legal documents is a smart thing to do. Yet even the most exquisitely crafted legal documents have limited practical value during a crisis situation, when others
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Estate Planning Moves BEFORE Sequestration Is Resolved
New York City :: NY :: USA | 3 months ago
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Sequestration Is Resolved As part of the year-end negotiations to avoid the most immediate Fiscal Cliff, Congress has made permanent a very favorable estate and gift tax environment. The applicable exemption amount continues at the unprecedented TRA
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Inheriting wealth is harder than you think
Toronto :: Canada | 3 months ago
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Story Rosa Park for The Globe and Mail Overseas estates Let's Talk Investing My own observation: This reluctance has diminished somewhat. While I still see people with holes in their estate plan, and occasionally, people who lack even a basic will,
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Pozzuolo Rodden, P.C., Philadelphia Business Planning Attorneys, Announce the Release of "IRS Reaffirms Its Commitment To Expand The Audits Of High Net Worth Individuals"
Philadelphia :: PA :: USA | 3 months ago
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February 08, 2013 The Law Firm of Pozzuolo Rodden P.C., announces the release of the article "IRS Reaffirms Its Commitment to Expand the Audits of High Net Worth Individuals." Below is a sample of the first couple of paragraphs. If
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Vail Daily column: Financial gift ideas for long-time Valentines
Vail :: CO :: USA | 3 months ago
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Love is in the air next week, as Valentine's Day rolls around again. During the course of your life, you've probably sent your share of flowers and candy. But if your valentine is also your spouse and, in particular, your long-time spouse you may
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Craton & Switzer Launches Best Estate Planning Trusts Website
Long Beach :: CA :: USA | 4 months ago
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January 25, 2013 The Law Firm of Craton and Switzer announced the launch of their innovative estate planning website, BestEstatePlanningTrusts.com. Together with helping visitors become more familiar with the law firm the website also
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