The estate planning seminars establishes the necessary components of an effective estate plan. The seminar is presented in a case study format profiling the life of Bill and Mary Jones. Several scenarios are used to relay the impact of estate planning issues relating to probate, disability due to incompetence, protection of government benefits for special needs loved ones, second marriages, … [Read more...] about Free Estate Planning Seminars Next Week! Register now!
Helping Your Parents Through Their Twilight Years
Your parents were watching over you, smiling and encouraging, as you took your first tentative steps. As a teenager, they handed you the keys as you took the car out on your own for the first time. They were there with guidance and advice, sometimes requested and sometimes not, as you left childhood and navigated young adulthood. Now that your parents are entering their twilight years, they … [Read more...] about Helping Your Parents Through Their Twilight Years
Colleen Sinclair Prosser with Founding Partners of the American Academy of Estate Planning Attorneys
This year marks the 20th Anniversary of the American Academy of Estate Planning Attorneys. Pictured from left to right is Robert Armstrong, J.D., President, Attorney Colleen Sinclair Prosser and Sanford M. Fisch, J.D., LL.M, Chief Financial Officer. … [Read more...] about Colleen Sinclair Prosser with Founding Partners of the American Academy of Estate Planning Attorneys
Listen to “Your Estate Matters!” tomorrow morning (Tuesday) at 8:50 a.m. on WNAV Radio
Make sure to tune in to WNAV Radio on 1430 AM or 99.9 FM on Tuesday mornings at 8:50 a.m. for YOUR ESTATE MATTERS! Attorneys Colleen Sinclair Prosser, Nicole Livingston and Paula M. Mattson-Sarli relate cutting edge estate planning information. The topic tomorrow is "20 Years of Estate Planning" by Attorney Colleen Sinclair Prosser. … [Read more...] about Listen to “Your Estate Matters!” tomorrow morning (Tuesday) at 8:50 a.m. on WNAV Radio
Generation Skipping Trusts: You Are Not Skipping a Generation, You are Skipping a Generation of Tax
Should an inheritance be passed along to future generations with or without a trust? This is a question I often consider when advising clients on their estate plans. There are several choices families have to make when setting up an estate plan. One is, do I leave a lump sum of money outright to the beneficiaries, or put the funds in trust with instructions for distributions to be made from the … [Read more...] about Generation Skipping Trusts: You Are Not Skipping a Generation, You are Skipping a Generation of Tax
Your Estate Matters – Audio
"Generation Skipping Trusts: You are not skipping a generation; you are skipping generation of tax" by Attorney Colleen Sinclair Prosser … [Read more...] about Your Estate Matters – Audio
The Estate Tax Ball is About to Drop!
Posted by Attorney Colleen Sinclair Prosser on behalf of The American Academy of Estate Planning Attorneys There are only a few days left before the clock strikes midnight on December 31st and the tax law changes. Or will it? As of this writing, the law to which it will change will be the pre-EGTRRA/TRA law. In other words, currently in 2012, individuals with estates under $5.12 million are … [Read more...] about The Estate Tax Ball is About to Drop!
Business Succession Planning
Krispy Kreme and Wal-Mart have a lot in common. Die-hard fans line up in front of their locked doors the night before grand openings, licking their lips for a puffed up glazed doughnut or a bargain that can set the neighbors talking over the fences. But what do these two incredibly successful businesses and the families that started them have that sets them apart? Sam Walton, founder of … [Read more...] about Business Succession Planning
Your Estate Matters – Audio
"Generation Skipping Trusts" by Attorney Nicole Livingston … [Read more...] about Your Estate Matters – Audio
Your Estate Matters – Audio
"Preplanning your Funeral" by Attorney Nicole Livingston … [Read more...] about Your Estate Matters – Audio
