Blog Post, Estate Planning, Tax, VIcki Wind
January 27, 2020 By Vicki Wind Individuals with large estates should act now to take advantage of a 2017 law that reduces estate taxes upon death. Estate taxes are levied on the assets transferred at your death, but only if the value of your estate is above a...
Blog Post, Estate Planning, H. Joseph Price, Jr.
December 16, 2019 By Joseph Price Jr. On October 31, we learned that President Trump had filed an affidavit of domicile with Palm Beach County, Florida to change his State of Residency from New York to Florida. This gives us an opening to answer three of the most...
Blog Post, Estate Planning, H. Joseph Price, Jr.
December 2, 2019 By Joseph Price Jr. What if you were able to set up a trust, contribute assets to it, maintain some control over the assets and thumb your nose at any creditor who tried to seize them to satisfy a debt that you owed? You can certainly try to do that...
Estate Planning, Estate Planning, Probate & Wealth Preservation, News
October 7, 2019 Dysart Taylor Cotter McMonigle & Montemore, P.C., is pleased to announce that Vicki Wind has moved into the role of staff attorney after being relicensed and admitted to practice in the state of Missouri in August. Vicki was a practicing...
Blog Post, Estate Planning, Estate Planning, Probate & Wealth Preservation, H. Joseph Price, Jr.
By H. Joseph Price Jr. September 27, 2019 What is the meaning of that cumbersome title? I’ll get to that in a minute. But first, let’s talk about what a shame it would be if the “Stretch IRA” is really dead, especially since it was (likely) going to provide a very...
Blog Post, Estate Planning, H. Joseph Price, Jr., Private and Family Owned Business
BLOG POST DIY Estate Planning Documents By Joe Price from the MO Planning Business & Estate Planning Blog The appeal of Do It Yourself (“DIY”) software that creates Wills and Trusts is obvious. For a fraction of the cost of hiring an attorney, you can own the...
