Entries from May 2008

Presentation by Seamus Smith

May 23rd, 2008 · No Comments

Seamus spoke, along with Scott Taddiken, at the Wednesday, May 21st meeting of the Greater Kansas City Chapter of The Financial Planning Association.  His presentation was entitled “Top Ten Current Estate Planning Issues.”  If you would like a copy of the presentation, please contact Seamus at 913.696.0001.

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Tags: Estate Planning · Media Appearances · News

5/17/08 “Moneyline” Recap

May 19th, 2008 · No Comments

Seamus Smith was a guest on Peter Newman’s “Moneyline” KMBZ-980 am radio program on Saturday, May 17, 2008. Seamus discussed gifting (see 4/26/08 blog entry for important gift tax issues) and the disadvantages of probate. Probate is the process by which assets that are titled only in the name of a deceased individual are transferred [...]

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Tags: Estate Planning · Media Appearances · News