This article in the New York Times discusses the effect of the quirky 2010 repeal of the federal estate tax as it applies to a Texas natural gas pipeline multi-billionaire who passed away in March of this year. The article does a good job of outlining this strange tax year and its potential ramifications.
Entries Tagged as 'News'
New York Times Article
June 9th, 2010 · Comments Off
Tags: News
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 [...]
Tags: Estate Planning · News
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.
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.
Tags: Estate Planning · News
FDIC Changes for Trust Coverage
April 1st, 2009 · No Comments
Please click the link for the FDIC Guide for Calculating Deposit Insurance Coverage for Revocable and Irrevocable Trusts.
Tags: News
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.
Tags: Estate Planning · Media Appearances · News
3/20/2009 Kansas City Business Journal
March 24th, 2009 · No Comments
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 [...]
Tags: Estate Planning · Media Appearances · News
1/30/09 Seamus Smith Interview
February 6th, 2009 · No Comments
Seamus Smith was recently interviewed for an article published in the January 30th edition of the Kansas City Business Journal: http://kansascity.bizjournals.com/kansascity/stories/2009/02/02/story9.html
Tags: 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
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