Entries Tagged as 'Estate Planning'

7/31/10 Moneyline Recap

August 19th, 2010 · No Comments

7/31/10 Moneyline Recap July 31, 2010 E. Denver Vold appeared on the Moneyline radio show on Saturday July 31, 2010. Denver and host Peter Newman, CPA, discussed the following topics: 1. How a residence should be titled for purposes of probate avoidance, income tax avoidance and Estate Tax avoidance: (a) when the client has no [...]

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Tags: Estate Planning

Pre-Nuptial Agreements

June 5th, 2010 · Comments Off

MSNBC has an interesting article about the necessity of signing a pre-nuptial agreement before you marry.  The article primarily focuses on using the pre-nuptial agreement to plan for the possibility of divorce.  However, pre-nuptial agreements are also necessary to plan for the death of either spouse, especially if children from previous relationships are involved.  Many [...]

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Tags: Estate Planning · News

3/19/10 Kansas City Business Journal

March 23rd, 2010 · Comments Off

Seamus Patrick Smith was quoted in the March 19, 2010 edition of the Kansas City Business Journal about the future of the estate tax.

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Tags: Estate Planning

Kansas City Business Journal Article

March 2nd, 2010 · No Comments

Seamus Patrick Smith was quoted in an article about estate tax in the January 29, 2010 edition of the Kansas City Business Journal.

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Tags: Estate Planning

2/27/2010 Recap

March 2nd, 2010 · No Comments

Seamus Patrick Smith was a guest this past Saturday on Peter Newman’s Moneyline, which is broadcasted by 980 KMBZ in Kansas City.  Seamus discussed IRA Roth conversions and expectations for the estate tax.

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Tags: Estate Planning

Exit Planning for the Family Business Seminar

August 20th, 2009 · No Comments

Vold & Morris, LLC is co-hosting a seminar series on exit strategies for family business owners.  Seamus P. Smith will be presenting a segment entitled “Savings Taxes with Smart Business Succession Planning.”  Click here to view the brochure.

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Tags: Estate Planning · News

Kansas City Business Journal Article

August 19th, 2009 · No Comments

Seamus P. Smith was recently quoted in a Kansas City Business Journal article about avoiding estate tax by gifting interests in family-owned businesses.  Click here to read the article.

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Tags: Estate Planning · News

5/23/09 Moneyline Recap

May 28th, 2009 · No Comments

Denver appeared on the Peter Newman Show and answered a listener’s question about “special needs trusts” and explained the necessity of having existing special needs trusts reviewed because new statutory requirements may invalidate the existing trusts.   Denver went on to explain that these new laws make the trust property an existing asset which the [...]

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Tags: Estate Planning · Media Appearances

3/28/09 Moneyline Recap

April 1st, 2009 · No Comments

On March 28, 2009, Denver Vold appeared on the KMBZ “Moneyline” show and discussed how to help and when to not help parents and children who are being affected by current economic conditions.

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Tags: Estate Planning · Media Appearances

3/21/09 Moneyline Recap

March 24th, 2009 · No Comments

Amy DeGraeve was a guest on 980 KMBZ radio’s “Moneyline” on Saturday.  Amy talked about estate planning during an economic downturn and the importance of dealing with tangible personal property.  To learn more, read our Tangible Personal Property Memo.  

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Tags: Estate Planning · Media Appearances · News