Entries from December 2008

12/20/08 “Moneyline” Recap

December 22nd, 2008 · No Comments

Seamus was a guest on Peter Newman’s “Moneyline” on KMBZ radio on Saturday, December 20, 2008.  He discussed methods for gifting to avoid estate and gift tax, IRA charitable distributions and IRA/Roth re-characterizations.  If you have any questions on these topics, please contact our firm at 913.696.0001. 

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Tags: Estate Planning · Media Appearances

Peter Newman Show 12/13/08

December 12th, 2008 · No Comments

Denver Vold will be a guest on 980 am KMBZ‘s “Moneyline” on Saturday, December 13.  Denver is planning to discuss leaving assets to minor children or grandchildren through a trust instead of through the default method of a conservatorship through the probate court system.  Here is a link to a list of rules and requirements [...]

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Tags: Estate Planning · Media Appearances · News