Entries from August 2008

Investment News Interview

August 25th, 2008 · No Comments

Seamus Smith was recently interviewed by the Investment News about an advance estate planning technique that can help small business owners minimize their estate tax liability. Click here to read the article.

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Tags: Estate Planning · Media Appearances · News

Recap for 8/23/08

August 25th, 2008 · No Comments

Seamus was a guest on Peter Newman’s radio show “Moneyline” found on KMBZ-980 radio on Saturday, August 23, 2008.  Seamus discussed the importance of having your estate planning documents reviewed to ensure that they are updated to allow a ‘stretch’ of IRAs or other retirement accounts.  Click for a memo about the significant income tax [...]

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Tags: Estate Planning · Media Appearances · News

8/16/08 Recap

August 22nd, 2008 · No Comments

Amy DeGraeve was a guest on 980 KMBZ‘s “Moneyline” with Peter Newman on Saturday, August 16th.  Peter and Amy discussed the factors to consider when choosing a Successor Trustee, including issues that come up when deciding whether to name an individual or a corporate trustee to administer a trust.  Amy also discussed the importance of [...]

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Tags: Estate Planning · Media Appearances · News