Estate Planning

What Controls? The Will or The Beneficiary Designation?

May 29, 2009

Are you a Pennsylvania resident? Do you know whether or not your will controls or the beneficiary designation for your life insurance, annuities, and other non probate assets controls who gets those assets? I recently ran across this great little article on the important question of which controls – The will or the named …

Your Government Doesn’t Like Off Shore Accounts. Should You?

May 17, 2009

By Dave Frees

Off shore accounts have been getting a pretty bad rap in the news media with the leaders of both America and Great Britain making multiple appearances to clearly establish that tax havens are just for the big corporations and illegal players seeking to evade taxes and engage in unlawful activities. The attached article examines the …

Hidden Dangers and Unique Opportunities In Estate Planning During Recession – How To Avoid The Dangers and Harvest The Opportunities

May 11, 2009

By Dave Frees

If you have accumulated any wealth during your lifetime, and you have the desire to pass all or part of that legacy on to your heirs, you have probably been reading quite a bit lately about the unique planning opportunities that exist today. And, it is true, that there are some conditions in the market …

Amend Your Estate Planning After Divorce

May 6, 2009

By Douglas L. Kaune

If you are going through or have recently completed a divorce proceeding, you should reassess your will, trusts, beneficiary designations, power of attorney, life insurance, medical power of attorney and living will. It is likely that all of these documents will need to be changed to insure that the proper beneficiaries, executors, trustees and guardians …

Passing Wealth Across Generations – Ivanka Trump’s Perspective by: David Frees

May 4, 2009

By Dave Frees

I was fortunate to be a speaker last week at the same conference as Donald Trump’s daughter, Ivanka. And, better yet, the topic of Ivanka’s speech had to do with how she was raised and why she works so hard despite her family’s wealth. Now as most of you know, the passing of wealth between …

Estate Planning For You..And A Gift For Your Spouse or Loved One

April 23, 2009

By Dave Frees

Most people don’t think of the process of estate planning as having any benefit for themselves. Do you? For most of us, the process of estate planning is something that we endure for the benefit of our family, friends, and/or a favorite charity. You want your legacy to go where you want it to go. …

A Great Little Estate Planning Article

April 17, 2009

By Dave Frees

This article is a quick read and very informative on the issue of how and why to work with your advisers to make sure that your estate planning works.

Documents In Order Can Mean Savings Of Time, Fees and Can Eliminate Trouble

April 13, 2009

By Dave Frees

Completing your Enhanced Estate Plan(TM) our proprietary process (often consisting of a Will, Power of Attorney, Advanced Medical Directive and one or more Trusts), is often viewed as the end of the process. But, smart clients and estate and asset protection planners know that there is still a bit more to do. I can hear …

Beneficiary Designation Disaster

March 11, 2009

By Douglas L. Kaune

One of the most frequently neglected parts of the estate planning process is the proper use of beneficiary designations on life insurance, IRA’s, 401k’s, annuities and other similar assets. Failure to properly prepare and update a beneficiary designation can significantly change the disposition of assets someone intends to be carried out by his or her …

Possible Secret “Back Door” Death Tax Increase

March 8, 2009

By Dave Frees

There is currently a bill before the House Ways and Means Committee that would radically increase the federal estate (also known as the “Death Tax”). Are you trying to pass on assets, investments, family land or farms, or a family business? If you are, then things might be about to get a lot rougher. …

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What Controls? The Will or The Beneficiary Designation?

Your Government Doesn’t Like Off Shore Accounts. Should You?

Hidden Dangers and Unique Opportunities In Estate Planning During Recession – How To Avoid The Dangers and Harvest The Opportunities

Amend Your Estate Planning After Divorce

Passing Wealth Across Generations – Ivanka Trump’s Perspective by: David Frees

Estate Planning For You..And A Gift For Your Spouse or Loved One

A Great Little Estate Planning Article

Documents In Order Can Mean Savings Of Time, Fees and Can Eliminate Trouble

Beneficiary Designation Disaster

Possible Secret “Back Door” Death Tax Increase

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