Joseph D. Welch,
Attorney at Law

The Estate Planning Center, LLC

1000 Center Street
P.O. Box 710
Hannibal, MO 63401-0710
Tel: (573) 221-0080
Fax: (573) 221-3856

Visit our Web site for additional office locations.

The Estate Planning Center, LLC

Volume Seven, Number Two • February 2012

Contents

• Generational Generosity
• Crummey Trusts
• Quick Tip
• Online Quiz
• Workshop Schedule

About Us

• Team Members
• Firm History
• New Clients
• Professional Advisors
• Office Locations
• Contact Us
• Legal Disclaimer

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Want to learn more about life and estate planning? We have several resources for you to use.

• Newsletter Archives
• Living Trust Information
• Resource Center

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This publication does not constitute legal, accounting or other professional advice. Although it is intended to be accurate, neither the publisher nor any other party assumes liability for loss or damage due to reliance on this material.

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Wealth Transfer, Gifting & Crummey Trusts Generational Generosity     Would you rather transfer your wealth to the IRS or to your loved ones? If you answered the IRS, then disregard this article. On the other hand, if you answered your loved ones, then read on. We will review some of the relevant tax rules for lifetime gifting and then examine two common transfer methods (along with a few of their potential pitfalls). Read on Wealth Transfer & Gifting... Crummey Trusts     There are many non-tax benefits to making lifetime gifts to loved ones, aside from the obvious tax benefits. For example, what better way to preview the financial maturity of your loved ones with an inheritance in the future than through a dress rehearsal in the present … while you are still in the audience? Read on for more information about Crummey Trusts ...

Workshop Schedule

Joseph regularly presents seminars to financial professionals and prospective clients at which he teaches modern estate planning techniques. There is no charge for the seminar. It is highly recommended that spouses attend together. Reservations are required - please call the office for reservations and directions: (573) 221-0080; or toll-free (866) 566-0088.

View our schedule ...

 

QUICK TIP Is it Time to Review Your Plan?    Proper estate planning is a process, not simply a one-time event. Therefore, it only makes sense to periodically review your planning goals and legal instruments. Review this list of life changes that could alter your estate-planning needs. If you notice some areas that might apply to you or your family, it may be time for an estate plan check-up. Marriage, remarriage or divorce Death of a spouse Substantial change in estate size Death or incapacity of an executor, trustee or guardian Move to another state Acquisition of property in another state Birth or adoption of a child or grandchild Serious illness of a family member Change in business interest or retirement Change in insurability for life insurance Marriage or divorce of a beneficiary Change in beneficiary attitudes Financial irresponsibility of a child Change in tax law More than two years since review of plan with attorney

 

ONLINE QUIZ Ask Yourself These Important Questions About  "Wealth Transfer & Gifting." Click Here to Start.

 

SUBSCRIBE Would you like to receive this e-newsletter every month? Click Here to Subscribe.

Tel: (573) 221-0080 ~ Toll-Free: (866) 566-0088
Web: www.josephdwelch.com ~ Email: jmiller@carywelchhickman.com

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