Living Wills

Monday, June 19, 2017

When you should establish an IRA as a trust


Financial-Planning.com published an article by Ed Slott entitled, "When you should establish an IRA as a trust" (May 31, 2017). Provided below is a brief summary of the article published at Financial-Planning.
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Monday, March 6, 2017

PLANNING MATTERS: Why you need an Estate Plan


Wickedlocal.com published an article by Leanna Hamill entitled, "PLANNING MATTERS: Why you need an Estate Plan" (Feb 7, 2017). Provided below is a brief summary of the article published at Wickedlocal.
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Monday, February 20, 2017

Proper Estate Planning More Than Just Documents


Poughkeepsiejournal.com published an article by Bernard A. Krooks entitled, 


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Monday, January 23, 2017

6 Reasons to Revise Your Estate Plan as Soon as Possible


Forbes.com published an article by Mark Eghrari entitled, "6 Reasons to Revise your Estate Plan as Soon as Possible" (Jan 2, 2017). Provided below is a brief summary of the article published at TheTimesHerald.


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Monday, January 16, 2017

Don't Drop The Ball When Planning Your Estate


CNBC.com published an article by Trey Smith entitled, "Don't Drop The Ball When Planning Your Estate" (Sep 13, 2016).
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Monday, January 9, 2017

New Year’s Resolution: Plan to Plan


TheTimesHerald.com published an article by Matthew Wallace entitled, "New Year's Resolution: Plan to Plan" (Jan 2, 2017). Provided below is a brief summary of the article published at TheTimesHerald.
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Monday, December 12, 2016

The Most Important Estate Planning Issue Boomers Need to Address


Kelley Long (Forbes.com) published an article entitled, "The Most Important Estate Planning Issue Boomers Need to Address" (May 08, 2016). Provided below is a brief summary of the article from Forbes.
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Monday, November 7, 2016

The Cost of an Unprepared Estate


Prince George Citizen has recently published an article entitled, "The Cost of an Unprepared Estate" (Oct 17, 2016). Provided below is a brief summary to the article:

The Cost of an Unprepared Estate

British Columbia has more people turning 50 years old today than at any other time in history.


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Monday, October 17, 2016

How a Will Treating Children Differently Can Still Be Fair


Paul Sullivan (The New York Times) has recently published an article entitled, "How a Will Treating Children Differently Can Still Be Fair" (July 29, 2016). Provided below is a brief summary to the article from The New York Times:

How a Will Treating Children Differently Can Still Be Fair

How parents leave inheritances that are unequal but fair, or at least understandable, to their children and how those children deal with it can be challenging - and may require some difficult and open conversations.


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Tuesday, September 2, 2014

When Boomers Inherit, Complications May Follow

Fran Hawthorne (NYTimes.com) has an article published entitled When Boomers Inherit, Complications May Follow” (Feb10, 2014). Provided below is a summary of the article from NYTimes.com:

 

When Boomers Inherit, Complications May Follow

There have never been as many heirs with as much money as now, thanks to the intersection of two demographics: the 79 million baby boomers and the general thriftiness of their Depression-raised parents.

"Inherited money is sacred money," said Rick Kagawa, 61, a financial planner in California who inherited money and property when his mother died in 2010.

"Whatever you do with that money, you should think about your parents and what they would think of what you did."

Often, as with Ms. Cornell, emotional ties make heirs reluctant to alter a penny of their parents' investment strategy or shed a single inch of property.

"We've had clients who wanted to keep a stock that was part of the family's wealth in memory of their parents, even if it's causing a lack of diversification in the portfolio," said Charles D. Haines Jr., chief executive of Kinsight, a financial advisory firm based in Birmingham, Ala., with $500 million under management.

Ms. Bradley of the Sudden Money Institute suggests that instead of trying to memorialize parents by hanging onto their stock portfolio, offspring should "Do something with the money to create a lasting memory." One client, she said, uses the interest from her inheritance to host an annual family reunion.

A picture caption on Tuesday with an article about baby boomers' inheriting their parents' estates misstated the name of the university where the photograph of a Japanese garden was taken.

To read the full article go to "When Boomers Inherit, Complications May Follow" By Fran Hawthorne (NYTimes.com).  


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Attorney Karnardo Garnett represents clients with their Estate Planning, Elder Law and Asset Protection needs throughout the Tampa Bay Area, serving all of the bay area, including but not limited to Tampa, Brandon, Clearwater, St. Petersburg, Gibsonton, Riverview, Oldsmar, Safety Harbor, Hillsborough County, and Pinellas County, FL



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