Michael Gray, CPA's Blog » Estate Planning

How can a professional fiduciary help your family manage trusts, estates and financial affairs?

admin — Wed, 25 Apr 2012 15:16:11 +0000

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, April 27 is with professional fiduciary Richard Lambie. Our interview subject is, “The role of the professional fiduciary”. The interview will be broadcast at 8:00 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org.

What are the duties of a trustee?

admin — Thu, 19 Apr 2012 18:24:19 +0000

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, April 20 is with attorney Robert E. Temmerman, Jr. of Temmerman, Cilley & Kohlmann, LLP. Our interview subject is, “I’m an trustee! Now what?” The interview will be broadcast at 8:00 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org.

What are the duties of an executor?

admin — Wed, 11 Apr 2012 14:08:01 +0000

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, April 13 is with attorney Robert E. Temmerman, Jr. of Temmerman, Cilley & Kohlmann, LLP. Our interview subject is, “I’m an executor! Now what?” The interview will be broadcast at 8:00 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org.

What are basic elements for an estate plan?

admin — Wed, 04 Apr 2012 15:18:24 +0000

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, April 6 is with Raymond Sheffield, attorney at law. Our interview subject is, “A survey of estate planning basics”. The interview will be broadcast at 8:00 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org.

What should you know about estate planning for retirement accounts?

admin — Wed, 28 Mar 2012 14:18:33 +0000

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, March 30 is with Raymond Sheffield, attorney at law. Our interview subject is, “Estate planning for retirement accounts”. The interview will be broadcast at 8:00 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org.

What estate and gift tax problems are there for a non-citizen spouse?

admin — Wed, 21 Mar 2012 15:58:51 +0000

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, March 23 is with Raymond Sheffield, attorney at law. Our interview subject is, “Estate and gift tax problems for a non-citizen spouse”. The interview will be broadcast at 8:00 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org.

How a collaborative team can help preserve your legacy

admin — Wed, 14 Mar 2012 14:44:41 +0000

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, March 16 is with Alan L. Nobler, attorney at law. Our interview subject is, “How a collaborative team can help preserve your legacy”. The interview will be broadcast at 8:00 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org.

What estate and gift tax problems do same sex couples have?

admin — Wed, 22 Feb 2012 17:06:04 +0000

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, February 24 is with Professor Patricia Cain of Santa Clara University School of Law. Our interview subject is, “Estate and gift tax problems of same sex couples”. The interview will be broadcast at 8:00 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org.

How to use Special Needs Trusts to provide for disabled family members

admin — Wed, 30 Nov 2011 17:27:31 +0000

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, December 2 is with attorney Naomi Comfort of The Silicon Valley Elder Law Group, PC. Our interview subject is, “Special Needs Trusts”. The interview will be broadcast at 8:00 p.m. Pacific Time on Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org.

How to promote community giving as a family value

admin — Wed, 16 Nov 2011 15:50:00 +0000

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, November 18 is with attorney John Hopkins of Hopkins & Carley. Our interview subject is, “How to promote community giving as a family value”. The interview will be broadcast at 8:00 p.m. Pacific Time on Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org.