"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
Register today for our FREE Estate Planning Seminars scheduled for next week!
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 … [Read more...] about Register today for our FREE Estate Planning Seminars scheduled for next week!
Estate Planning is More than Tax Planning
In the estate planning world, it seems many conversations today revolve around taxes. While taxes do play an important role in estate planning, there are many other concerns that should be addressed when preparing your estate plan. Some items to consider before meeting with an estate planning attorney are: Who will hand your affairs when you are not longer able to act? Many think estate … [Read more...] about Estate Planning is More than Tax Planning
"Your Estate Matters" – Audio
"Estate Planning is More than Tax Planning" by Attorney Colleen Sinclair Prosser … [Read more...] about "Your Estate Matters" – Audio
What is a Corporate Trustee?
A corporate trustee is a bank trust department or trust company. When you set up a trust you need to name someone (a trustee) to manage the assets your trust controls. When you create a Revocable Living Trust, you are usually the trustee of the trust. Upon your death, you need to name a successor trustee. You can choose just about any adult such as family members, close friends, or trusted … [Read more...] about What is a Corporate Trustee?
Your Estate Matters – Audio (What is a Corporate Trustee?)
"What is a Corporate Trustee" by Attorney Nicole Livingston … [Read more...] about Your Estate Matters – Audio (What is a Corporate Trustee?)
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 "What is a Corporate Trustee"" by Attorney Nicole Livingston. … [Read more...] about Listen to "Your Estate Matters!" tomorrow morning (Tuesday) at 8:50 a.m. on WNAV Radio
Obamacare at a Glance
As many of you are aware, on March 23, 2010, the Patient Protection and Affordable Care Act, was signed by the President. This is also known as Obamacare. Although, constitutionally questioned, the Supreme Court upheld the Act in the most part and many of its provisions will go into effect in 2013. The purpose of the Act was to expand insurance coverage to near universal and this is to be done … [Read more...] about Obamacare at a Glance
We Dodged the Fiscal Cliff – How the New Tax Bill Affects You
Posted by Attorney Colleen Sinclair Prosser on behalf of the American Academy of Estate Planning Attorneys In case you haven’t heard, the New Year brought a new law recently signed by the President. To avoid the country from falling off the “fiscal cliff,” the “American Taxpayer Relief Act” was approved on New Year’s Day. The approval and signing of this new law may affect the future of your … [Read more...] about We Dodged the Fiscal Cliff – How the New Tax Bill Affects You
Are There Different Kinds of Special Needs Trusts?
Yes, there are two basic kinds of Special Needs Trusts: self settled trusts (first party trusts) and third party trusts. A first party trust is funded with the disabled beneficiary’s own assets. For example, a person with a disability who receives a personal injury settlement might put the proceeds into a self-settled trust for his/her own use. A self-settled trust could also be funded with … [Read more...] about Are There Different Kinds of Special Needs Trusts?
