Posts tagged with: "Estate-Planning"
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19 Sep 2013, 4:00 pm
It's so frustrating to see how many seniors out there are shooting themselves in the foot in terms of estate planning. [read post]
16 May 2018, 11:00 pm
What has not received a lot of publicity is what the Act did (and did not do) to the tax law affecting estate planning. [read post]
7 Jan 2025, 2:24 pm
While many focus on health goals or career aspirations, it’s equally important to […] The post New Year, New You: Updating Your Estate Plan for Recent Life Changes appeared first on Surprenant & Beneski, PC. [read post]
22 Jan 2024, 7:18 am
As we progress into the new year, it becomes increasingly evident that while setting resolutions is a commendable start, the true essence of productivity lies in actively reorganizing and clarifying […] The post It’s Not Too Late To Restart Your New Year’s Resolution for Essential Estate Planning appeared first on Surprenant & Beneski, PC. [read post]
30 Sep 2020, 12:33 pm
And for good reason: His success at investing is well […] The post New York Times Article: The Flaw in Warren Buffett’s Estate Plan appeared first on Surprenant & Beneski, PC. [read post]
16 Nov 2020, 1:08 pm
[…] The post COVID -19 Estate Planning Procedures: Revised (Perhaps Not Improved) Remote Notarization Rules appeared first on Franke Beckett LLC. [read post]
19 Jul 2012, 4:46 pm
Only one party has children Most people plan on leaving their estate to their children. [read post]
16 Oct 2018, 10:00 am
Reference: The Union (Sep. 9, 2018) “Estate planning in a time of crisis” Get Help from a Wisconsin Probate and Estate Planning Attorney The estate planning lawyers of Krause Donovan Estate Law Partners, LLC practice law in the areas of Probate, Wills, Estate Planning, and Trusts. [read post]
5 Jan 2010, 6:34 am
However, if the family and marital trusts contain different beneficiaries (which is often the case with blended families in second marriages) and/or different dispositive provisions, this may cause unintended and undesirable consequences for you and your family.You and your estate planning team should review all estate plans created more than five or so years ago to ensure that each plan meets the your own current planning objectives. [read post]
19 May 2014, 6:30 am
Estate planning is all about deciding how to dispose of your assets. [read post]
15 Dec 2010, 3:30 am
You can help innovate the estate planning industry. [read post]
21 Oct 2016, 1:30 pm
In estate planning a single word can make all the difference. [read post]
29 Aug 2011, 8:00 pm
Reference: The Wall Street Journal (August 20, 2011) "How Volatility Eases Estate Planning" [read post]
4 Jun 2012, 12:00 pm
So, what kind of estate planning should they pursue? [read post]
23 Mar 2012, 7:00 am
The key is to start planning early with your estate planning attorney just as you started planning early for your retirement. [read post]
27 Feb 2014, 12:49 am
Making the circumstance even worse, estate planning experts concluded that Hoffman's estate plan was a "mess," falling prey to many common estate planning mistakes. [read post]
11 Apr 2014, 12:07 pm
Most professionals know that DIY estate planning can be very dangerous. [read post]
4 Apr 2011, 10:53 am
Over a holiday dinner he asked me to help him with his estate plan. [read post]
18 Oct 2010, 5:22 am
When you are planning your estate you invariably want to make things simple for your loved ones after you pass on. [read post]
22 Feb 2012, 6:45 am
On the surface this can seem like a very useful and simple solution when you are planning your estate. [read post]
