Entries Tagged as '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 [...]

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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.

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Tags: Estate Planning · Media Appearances · News

FDIC Changes for Trust Coverage

September 26th, 2008 · No Comments

Please click the link for the FDIC Guide for Calculating Deposit Insurance Coverage for Revocable and Irrevocable Trusts.

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Tags: 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.

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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

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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.

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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 [...]

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Tags: Estate Planning · Media Appearances · News

8/16/08 Recap

August 22nd, 2008 · No Comments

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 [...]

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Tags: Estate Planning · Media Appearances · News

Presentation by Seamus Smith

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.

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Tags: Estate Planning · Media Appearances · News

5/17/08 “Moneyline” Recap

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 [...]

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Tags: Estate Planning · Media Appearances · News