Do It Yourself Estate Planning

Thursday, May 19, 2011

I've had several clients come in with Wills and Trusts they prepared themselves. It is a universally bad idea to prepare your own estate planning. Don't just take my word for it. Here is a link to a recent Forbes blog post by Rob Clarfeld: http://onforb.es/lJGYfA

Jason Salinardi

BridgeBuilder

Thought for the Week

"Discipline is the bridge between goals and accomplishments"

~ Jim Rohn

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Previous Posts

Certified Exit Planner

Charging Order Protection for Members of Limited Liability Companies

Estate Planning with IRAs and Qualified Plans

Who can be blamed for someone's misfortune?

Control From the Grave

Wealth is at Unprecedented Risk - Consider Asset Protection Planning!

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The Case for Asset Protection Estate Planning

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Archived Posts

2011

July

Certified Exit Planner

June

Charging Order Protection for Members of Limited Liability Companies
Estate Planning with IRAs and Qualified Plans

May

Who can be blamed for someone's misfortune?
Control From the Grave
Wealth is at Unprecedented Risk - Consider Asset Protection Planning!
Do It Yourself Estate Planning
BridgeBuilder Announces the Addition of Jeffrey R. Matsen
What is Asset Protection?
The Case for Asset Protection Estate Planning
My Perspective

April

Tax Exclusive Nature of Gifts
Use of the Applicable Federal Rate (AFR) in Exit Planning
Transferring a Business to Children or Employees
Exit Planning for Baby Boomers
3 Reasons that the Stars have Aligned for Boomer Exit Planning
Grandma is Here

March

What is My Business Worth?
Importance of Setting Exit Objectives
Why Exit Planning?
Plans for Life
Maintain Plan Flexibility
On the Lighter Side
BridgeBuilder to Present at How to Transition or Sell Your Business
The Other Side of the Table

February

Kansas Legislature Looks to Increase Exempt Assets
Congress Gives Its Biggest Gift Ever
What is Your Legacy?
The Blueprint
"...And Built a Bridge to Span the Tide"
How Did I Get Here?
What to look for in an advisor

January

A Different take on Estate Planning: Family Wealth & Legacy Planning

2010

October

BridgeBuilder Introduces SuccessionPlan PLUS

June

Two Recent Forbes Articles Regarding the Estate Tax
Elder Law Issues
Legacy Planning
What is Estate Planning- Gift and Estate Tax Planning

May

What is Estate Planning? - Chartiable Planning
What is Estate Planning?- Business Succession Planning

April

What is Estate Planning? – Family Maintenance and Protection Planning
What is Estate Planning?
What Kansas City metro area clients are asking about the Federal Estate Tax

March

Estate Tax Limbo- A Political View
The Federal Estate Tax - What Does It Mean To You?

The attorneys of Kevan D. Acord, P.A. assist clients with Estate Planning, Advanced Estate Planning, Asset Protection, Business Planning and Probate and Estate Administration in Lenexa, Kansas and Kansas City, Missouri as well as Overland Park, Shawnee, Olathe, Mission, Edwardsville, Prairie Village and Leawood in Johnson County, Wyandotte County and Jackson County.