On March 16, 2009, Denver Vold was interviewed by the Kansas City Business Journal in its March 20-26, 2009 edition. The journal quotes him on how life insurance can be used in various estate techniques that save income tax, estate tax, and allow surviving business partners to buy out a deceased business partner’s interest and [...]
Entries Tagged as 'Estate Planning'
3/20/2009 Kansas City Business Journal
March 24th, 2009 · No Comments
Tags: Estate Planning · Media Appearances · News
Joe Morris Selected as FIVE STAR Best in Client Satisfaction Wealth ManagerSM.
February 6th, 2009 · No Comments
Congratulations to Joe Morris for being selected as a FIVE STAR Best in Client Satisfaction Wealth ManagerSM. The Video Award Announcement URL is: http://video.fivestarprofessional.com/kcwm2009/jjosephmorris
Tags: Estate Planning · News
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.
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 [...]
Tags: Estate Planning · Media Appearances · News
Kansas City Metro Bar Association Seminar
October 23rd, 2008 · No Comments
Denver Vold and Seamus Smith presented a seminar to members of the Kansas City Metropolitan Bar Association on October 10, 2008. They explained office techniques that the Vold & Morris law firm has developed to secure information from clients, explain complex concepts to clients in a manner that is understandable to them, retain client contact [...]
Tags: Estate Planning · Media Appearances · News
9/27/2008 “Moneyline” Recap
October 13th, 2008 · No Comments
On Saturday, September 27, 2008, Denver Vold appeared on the Peter Newman radio show “Moneyline” on KMBZ radio. The topic of discussion was FDIC insurance. Denver explained how to title accounts in and out of trusts in a way to maximize government account guarantees in case the bank fails.
Tags: Estate Planning · Media Appearances · News
Saturday, September 27th – “Moneyline”
September 25th, 2008 · No Comments
Denver Vold will be a guest on Peter Newman’s radio show, “Moneyline,” on Saturday, September 27, 2008. Listen to KMBZ 980 am between 11 a.m. and 1 p.m. this Saturday. Denver will be discussing the FDIC coverage for Trusts.
Tags: Estate Planning · Media Appearances · News
Talking to Kids about Inheritance
September 25th, 2008 · No Comments
The New York Times recently published an article entitled “Learning to Share” regarding the importance of discussing with your children their inheritance while you have the opportunity. Amy DeGraeve
Tags: Estate Planning · News
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.
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 [...]
Tags: Estate Planning · Media Appearances · News