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ESTATE PLANNING
Estate planning, the process of disposing of an estate, constitutes more than just having a will. It includes the will, trusts, beneficiary designations, powers of appointment, property ownership, gifts, power of attorney and living will (or healthcare proxy). As rules change, so does estate planning. This topic covers the latest news and information on estate planning.
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The goals of estate planning are simple: Protect and grow the wealth that you have today and ensure that that your...
own can be left to relatives and loved ones without any federal estate tax hit.However, your current estate planning...
most middle-income Canadians should contribute to both an RRSP and TFSA, but Jamie Golombek, vice-president of tax and...
?conjured up ways of beating the tax code, or minimizing its pernicious effect,? says Ned Watts, an estate planning...
is a preview of a presentation Kathryn W. Miree will give at the 45th Annual Heckerling Institute on Estate Planning...
it's essential to think long term. Any discussions about how to handle a windfall must include proper estate planning.
lower tax rates can result in higher tax revenue. Higher exemptions and lower rates decrease the incentive for estate...
to save estate and gift taxes. Until now, if a spouse with a taxable estate died without proper estate planning, and...
text of , (PDF)):��� ��� Gift Tax Strategies The changes that the has a number of implications for estate planning.
earlier this month, many families who have used living trusts, particularly those known as AB Trusts, for their estate...
tax benefits of giving through an estate plan have been wiped out. Previously, charities could point to the estate...
estate tax is resurrected in a far more generous form. And a new feature was added to ease estate planning for married...
Estate planning will ensure that your loved ones know your wishes -- and that they're cared for in the unlikely event...
estate tax is resurrected in a far more generous form. And a new feature was added to ease estate planning for married...
& Taxation Sales & Marketing Management Technology Careers Compensation Corporate Citizenship Corporate...
2010. You can't reverse the distribution and give the money to charity, says Tim Steffen, financial and estate planning...
A number of articles and blog posts that analyze how the new law affects wealth transfer taxes and estate planning have...
your loved ones. Lawyer/journalist Deborah L. Jacobs, and the author of , e-mailed me this morning with some quick...
years. The post��� quotes a Virginia-based planner named Harold Zaritsky who says that if the current bill passes...
tip." You need to have all the answers about who gets what before you meet with the estate planning attorney.
which makes thinking carefully about the future even more crucial for them. Big purchases, retirement planning, taxes...
Office. Jamie.Golombek@cibc.com Jamie Golombek, CA, CPA, CFP, CLU, TEP, is the managing director of tax & estate...
Four tips for successfully managing your parents' money. How to when parents hand over control of their finances Estate...
famous quote goes, "by failing to prepare, you are preparing to fail". If you've procrastinated on your...
Top Sources: Estate Planning
- Forbes.com
- Globe and Mail
- TheStreet.com
- Houston Chronicle
- ihavenet.com
- MarketWatch
- Financial Post
- Economictimes
- cape-law.com
- Reuters
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