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4 Jul 2016, 2:00 am
There’s also a good chance that you want this transfer process to happen with the minimal amount spent in legal fees, court costs, and taxes. [read post]
13 Dec 2022, 7:38 am
As you complete this section of the questionnaire, it may also be a good time to gather documentation that will be needed during the estate planning process. [read post]
25 Nov 2022, 4:00 am
If you have been named the executor of a late loved one’s estate, it is a good idea to speak with a skilled estate planning attorney. [read post]
17 Jan 2012, 10:29 am
Business Entities Certain types of business entities have features that make them very good estate planning tools. [read post]
15 Jan 2015, 1:00 am
Taking a little time to review your estate plan every year is always a good idea. [read post]
13 Aug 2015, 6:03 am
Good estate planning tools will also allow you to ensure that your business will transfer to new owners after you die. [read post]
3 Jun 2009, 11:17 am
Estate planning documents not only tell people where your things should go after you pass away, but a good estate plan will help you while you’re still alive. [read post]
6 Nov 2017, 9:00 am
This article is the eighth in a series of nine articles explaining the Eight Goals of a Good Estate Plan. [read post]
13 Jan 2012, 7:29 am
Get good counsel to protect your family’s future! [read post]
12 Apr 2012, 7:00 am
Remember, good planning is no accident. [read post]
7 Oct 2014, 5:42 pm
While this is a good thing, you should be aware of potential changes to tax laws. [read post]
26 Jan 2009, 2:49 pm
A few thoughts on this bill: 1) For individuals with estates over $3.5 million, the tax on the excess will be as follows: a) There will be a 45% tax on the an estate over $3.5 million, but under $10 million. b) There will be an additional 5% surcharge on estates over $10 million (this surcharge will be eliminated when the estate hits about $41.5 million) 2) There is no provision for COLA adjustments; 3) The notion of carryover basis is repealed. [read post]
20 Apr 2017, 8:00 am
Specifically, it is a good time to consider the addition of advance directives in your estate plan. [read post]
12 Sep 2012, 9:16 am
US lenders in cross-border M&A transactions often ask how real estate security differs in Canada. [read post]
23 Mar 2012, 4:13 am
James has also left the world a wealth of estate planning lessons regarding both the good and bad ways to conduct these financial, legal, and medical preparations. [read post]
13 Mar 2020, 11:44 am
That is, no doubt, a good thing. [read post]
20 Feb 2017, 11:53 am
Some or all of the provisions discussed below could be a good fit for your estate plan and protecting your assets. [read post]
31 Jan 2023, 10:47 am
I Set Up an Estate Plan Years Ago, So I Should Be Good to Go Estate planning is not a “one and done” consideration. [read post]
18 Mar 2015, 4:00 am
If you believe that you will not need the funds you contribute to a Roth IRA during your retirement, then it may be a good choice as an estate planning tool. [read post]
6 Aug 2014, 4:00 am
The attorney knows what to look out for and what makes for a good person to appoint to each role. [read post]
