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 [...]
Entries Tagged as 'Estate Planning'
August 22nd, 2008 · No Comments
July 7th, 2008 · No Comments
On Saturday, June 28, 2008, Seamus Smith was a guest on Peter Newman’s radio show “Moneyline” on KMBZ-980 am. Seamus summarized current estate and gift tax law (see the 04/26/2008 entry, which details the estate and gift tax) and spoke about ‘stretch IRAs’ (click for a memorandum about ‘stretch’ IRAs).
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.
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 [...]
April 28th, 2008 · No Comments
On Saturday, April 26, 2008, Seamus Smith was a guest on Peter Newman’s radio show “Moneyline” on KMBZ-980 am. He discussed three types of gifts. The most common gift is the payment of another person’s medical and education expenses, which are not subject to a dollar limitation and are not required to be reported to [...]
February 25th, 2008 · No Comments
On Saturday, February 23, 2008, Denver Vold, Joe Morris and Seamus Smith were guests on Peter Newman’s “Moneyline” radio show on KMBZ-980 AM radio. They discussed the benefits of leaving a child’s inheritance in trust, which include: (1) protecting the inheritance from a child’s financial immaturity; (2) protecting the inheritance from a child’s creditors, including [...]
February 19th, 2008 · No Comments
On Saturday, February 16, 2008, Denver Vold, Joe Morris and Seamus Smith were on Peter Newman’s “Moneyline” radio show on KMBZ 980 am. They discussed the significant income tax benefits of having ‘Stretch’ IRA language in a trust. Our ‘Stretch’ IRA memo detailing these benefits is found in the Memos & Forms section of our [...]
January 29th, 2008 · No Comments
On Saturday, January 26, 2008, Joe Morris, Amy DeGraeve and Seamus Smith were on Peter Newman’s Radio Show, “Moneyline” on KMBZ-980 am radio. The following items were discussed: 1) The benefits of making annual gifts early in the year, including shifting income to family members in a lower tax bracket and removing asset appreciation from [...]