Entries Tagged as 'News'

1/26/2008 Moneyline Recap

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 [...]

[Read more →]

Tags: Estate Planning · Media Appearances · News

Denver on KCPT

January 5th, 2008 · No Comments

On December 28th, 2007, Denver Vold was a guest on Adam Bold’s TV show, “Your Investments with Adam Bold,” on KCPT. You can watch the video on Adam Bold’s Website and click on the December 28th show.

[Read more →]

Tags: Media Appearances · News

Recap from 12/29/07

December 31st, 2007 · No Comments

On December 29, 2007, Denver Vold, Joe Morris, and Seamus Smith were guests on Peter Newman’s “Moneyline” radio show and discussed “vacuum cleaner” trusts and Stretch IRAs.  A memo describing the tax advantages of Stretch IRAs can be accessed on our website.  Click here for the Stretch IRA memo.  A memo on “vacuum cleaner” trusts [...]

[Read more →]

Tags: Media Appearances · News

12/29/2007 Moneyline

December 28th, 2007 · No Comments

Joe Morris and Denver Vold are scheduled to be guests on Peter Newman’s radio show “Moneyline” on Saturday, December 29th, 2007.  Tune into KMBZ 980 am from 11 a.m. to 1 p.m. to hear them discuss estate planning and tax issues with Peter.  Listen live to KMBZ.

[Read more →]

Tags: Media Appearances · News

Recap

December 26th, 2007 · No Comments

On December 22nd, 2007, Denver and Seamus were guests on Peter Newman’s “Moneyline” radio show on KMBZ 980.   They discussed how to structure gifts to minimize or eliminate gift tax, while at the same time, minimizing your potential federal and Kansas estate tax.

[Read more →]

Tags: Media Appearances · News

Welcome to Our New Website

December 17th, 2007 · No Comments

Welcome to our new Vold & Morris, LLC website! We would like to thank web designer Clayton Snodgrass for his efforts in creating our new site. We hope this site will serve as an information resource for our current clients and also help prospective clients get to know us a little better. We plan use [...]

[Read more →]

Tags: News