The presentation 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, unmarried couples, … [Read more...] about Register for FREE Estate Planning Seminars Next Week
The Ins and Outs of Gifting
Everyday I meet with families and we discuss the estate planning technique of gifting, which can be a valuable strategy to reduce estate taxes. Gifting can be done on a limited basis or it can be done on a continuous basis as part of an overall plan to reduce estate taxes. Either way it can be relatively easy. Most people have heard that you can give away $13,000 per year per person, but … [Read more...] about The Ins and Outs of Gifting
Your Estate Matters – Audio
"The Ins and Outs of Gifting" by Attorney Colleen Sinclair Prosser … [Read more...] about Your Estate Matters – Audio
Your Estate Matters – Reminder
Don't forget to tune in today to WNAV Radio on 1430 AM or 99.9 FM @ 3:50 pm to listen to "Your Estate Matters" with Attorney Colleen Sinclair Prosser. The topic is "The Ins and Outs of Gifting". … [Read more...] about Your Estate Matters – Reminder
Your Estate Matters – Reminder
Don't forget to tune in today to WNAV Radio on 1430 AM or 99.9 FM @ 3:50 pm to listen to "Your Estate Matters" with Attorney Paula M. Mattson-Sarli. The topic is "How to fund your living trust and why it's important to do so". … [Read more...] about Your Estate Matters – Reminder
Consumers Want to Know More About TRA 2010: The New Tax Law
By: Stephen C. Hartnett, J.D., LL.M., Associate Director of Education, American Academy of Estate Planning Attorneys After much wrangling and politics, on December 17th, President Obama signed the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, otherwise known as “TRA 2010.” The law did many things: Temporarily extended the Bush-era income tax … [Read more...] about Consumers Want to Know More About TRA 2010: The New Tax Law
