In this blog we will be discussing emerging Legacy Planning issues including developing law, new legacy planning techniques and important personal issues to consider when structuring your legacy plan.
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Legacy Happenings | dvwlegal.blogspot.com Reviews
https://dvwlegal.blogspot.com
In this blog we will be discussing emerging Legacy Planning issues including developing law, new legacy planning techniques and important personal issues to consider when structuring your legacy plan.
dvwlegal.blogspot.com
Legacy Happenings: Properly Valuing Your Net Worth
http://dvwlegal.blogspot.com/2011/05/properly-valuing-your-net-worth.html
Thursday, May 26, 2011. Properly Valuing Your Net Worth. What is the proper method for valuing your estate? How do debts fit in? Should you adjust for for future value? Knowing what you are worth is a critical aspect of putting together a complete and effective Estate Plan. There are several tools available on the Internet that you can use to put together a clear picture of your net worth. Dunken, Valentino and Wellnitz, PLLC recommends the following:. Small business valuation: Business Valuation.
Legacy Happenings: Time to Get Organized
http://dvwlegal.blogspot.com/2011/07/time-to-get-organized.html
Wednesday, July 6, 2011. Time to Get Organized. An article in July 2nd's Wall Street Journal ( Designing Your Death Dossier - WSJ.com. Was a good reminder on the importance of getting your personal financial, insurance and legal materials organized and centralized. According to the article, state treasurers currently hold $32.9 billion in unclaimed bank account funds, presumable from account holders who have passed away without leaving a clear record of the accounts with their. Time to Get Organized.
Legacy Happenings: Coordinating Your Estate Plan
http://dvwlegal.blogspot.com/2011/07/coordinating-your-estate-plan.html
Thursday, July 21, 2011. Coordinating Your Estate Plan. Beneficiary Designations are a powerful away to efficiently pass assets to your beneficiaries in things such as 401k's, retirement accounts, etc. It allows assets to pass directly to the beneficiary without having to pass through the potentially costly, burdensome and, more often not, time consuming probate process. Read the full text of the article HERE. Subscribe to: Post Comments (Atom). Dunken, Valentino and Wellnitz, PLLC. Time to Get Organized.
Legacy Happenings: July 2011
http://dvwlegal.blogspot.com/2011_07_01_archive.html
Thursday, July 21, 2011. Coordinating Your Estate Plan. Beneficiary Designations are a powerful away to efficiently pass assets to your beneficiaries in things such as 401k's, retirement accounts, etc. It allows assets to pass directly to the beneficiary without having to pass through the potentially costly, burdensome and, more often not, time consuming probate process. Read the full text of the article HERE. Wednesday, July 6, 2011. Time to Get Organized. According to the article, state treasurers curr...
Legacy Happenings: May 2011
http://dvwlegal.blogspot.com/2011_05_01_archive.html
Thursday, May 26, 2011. Properly Valuing Your Net Worth. What is the proper method for valuing your estate? How do debts fit in? Should you adjust for for future value? Knowing what you are worth is a critical aspect of putting together a complete and effective Estate Plan. There are several tools available on the Internet that you can use to put together a clear picture of your net worth. Dunken, Valentino and Wellnitz, PLLC recommends the following:. Small business valuation: Business Valuation. The Am...
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Legacy Happenings
Tuesday, October 25, 2011. QTIP Trusts and Estate Tax Liability. The purpose of a QTIP trust (Qualified Terminable Interest Property Trusts) is, at its most basic, to secure assets for an individual (most often a child or children) while having at least a portion those assets available to a surviving spouse while simultaneously preserving the marital deduction for estate tax purposes. Though an important and very useful planning tool, it is not without its potential issues. However, when Jane dies, those...
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Conservation Through Management . Deer & The Ecosystem. No Cost Deer Management Solutions By . Conservation through Management is a guiding principle of the Delaware Valley Wildlife Management Association – a strategy to improve the environment by keeping deer populations in balance with the human community and with other wildlife species. All services, are provided at no cost to cooperating landowners, organizations and municipalities. Well over 1900 female deer from our management properties during the...
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