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MSU Alum Leaves Millions to School
October 1st, 2015
Montana State University announced on Thursday that the late Bill Wurst, a 1959 alumnus in electrical engineering, has left $4 million to the MSU College of Engineering as a gift from his estate. The gift will be used as matching funds for the univer…
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Can You Do Estate Planning for Your Farm?
September 30th, 2015
Succession planning is one of the most important aspects of passing on a farm to future generations, but having a conversation about it is not always easy. Jolene Brown, an Iowa farmer and professional speaker, and Nelson Schoon, certified financial…
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Categories: Aging Issues, Current Affairs, Estate Planning, Family Business, Small Business, Weblogs, Will
Using A Revocable Trust as the Primary Method for Disposing of Your Estate
September 29th, 2015
If you haven't considered using a revocable trust rather than a will as your main estate planning document, you could be making a critical mistake. A recent MoneyWatch article, “5 reasons you need a trust, not a will,” lists five reasons for…
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Who Pays the Bills If I’m Not Around?
September 28th, 2015
Who pays the bills in your house? If your house is like most, there is probably one person who handles most of the financial matters. Would you or your spouse be prepared to assume the role of managing the household finances if something happened to…
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Can I Survive Financially if I Live to be 100?
September 25th, 2015
How long will you live? It’s a key question in retirement planning. If you’re healthy and your family tree has branches with staying power, you may figure that you have decades ahead. If your parents died early of natural causes, you may assume a…
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Don’t Forget Estate Planning for Your Family Business
September 24th, 2015
Skilled estate planning is essential to the tax-efficient transfer of the family business across the generations. While the majority of family business owners have estate plans, the majority of these plans can be considered dated. Family businesses a…
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Come on, Kids! Start Estate Planning!
September 23rd, 2015
If you think estate planning is for only the elderly or wealthy individuals, think again. Everyone has collected some stuff, what professionals like to call assets, possessions, investments — and don’t forget the liabilities (debt), like student…
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Estate Planning After your First Child Arrives
September 22nd, 2015
When young couples expect their first child, the to-do list never seems to end. From lining up in-home help to managing hectic daily schedules, the process can prove daunting. Then there's financial planning. Financial advisors often urge parent…
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Which Type of Trust is Right for Me?
September 21st, 2015
Trusts can be a great way to update an estate plan, whether within a will or as a separate estate-planning tool. Trusts have a reputation for being something that most people don't have to worry about, with most seeing a trust as a vehicle for t…
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Tags: Asset Protection, Credit Shelter Trust, estate planning, Estate Planning Lawyer, Estate Tax, Family Trust, Inheritance, Irrevocable Trust, Living Trust, probate, Probate Attorney, Probate Court, Qualified Personal Residence Trust (QPRT), Qualified Terminable Interest Property (QTIP), Revocable Trust, Special Needs Trust, Tax Planning, Testamentary Trust, Trusts, Trusts and Estates
What’s that Document Called Again?
September 11th, 2015
"Mistitling of assets is one of the prominent causes of failed estate plans," asserts Avani Ramnani, CFP®, director of financial planning and wealth management at Francis Financial, a wealth management firm in New York. What might go wrong…
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