Michael Gray, CPA's Blog » Estate Planning http://michaelgraycpa.com Just another WordPress weblog Wed, 01 Feb 2012 15:58:21 +0000 http://wordpress.org/?v=2.9.2 en hourly 1 How to use Special Needs Trusts to provide for disabled family members http://michaelgraycpa.com/2011/11/30/how-to-use-special-needs-trusts-to-provide-for-disabled-family-members/ http://michaelgraycpa.com/2011/11/30/how-to-use-special-needs-trusts-to-provide-for-disabled-family-members/#comments Wed, 30 Nov 2011 17:27:31 +0000 admin http://michaelgraycpa.com/?p=1010 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.

]]> http://michaelgraycpa.com/2011/11/30/how-to-use-special-needs-trusts-to-provide-for-disabled-family-members/feed/ 0 How to promote community giving as a family value http://michaelgraycpa.com/2011/11/16/how-to-promote-community-giving-as-a-family-value/ http://michaelgraycpa.com/2011/11/16/how-to-promote-community-giving-as-a-family-value/#comments Wed, 16 Nov 2011 15:50:00 +0000 admin http://michaelgraycpa.com/?p=1000 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.

]]> http://michaelgraycpa.com/2011/11/16/how-to-promote-community-giving-as-a-family-value/feed/ 0 What You Should Know About Durable Powers of Attorney http://michaelgraycpa.com/2011/11/09/what-you-should-know-about-durable-powers-of-attorney/ http://michaelgraycpa.com/2011/11/09/what-you-should-know-about-durable-powers-of-attorney/#comments Wed, 09 Nov 2011 15:43:37 +0000 admin http://michaelgraycpa.com/?p=994 This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, November 11 is with attorney Naomi Comfort of The Silicon Valley Elder Law Group. Our interview subject is, “Durable Powers of Attorney”. 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.

]]> http://michaelgraycpa.com/2011/11/09/what-you-should-know-about-durable-powers-of-attorney/feed/ 0 The role of life insurance in estate and financial planning http://michaelgraycpa.com/2011/09/21/the-role-of-life-insurance-in-estate-and-financial-planning/ http://michaelgraycpa.com/2011/09/21/the-role-of-life-insurance-in-estate-and-financial-planning/#comments Wed, 21 Sep 2011 15:01:49 +0000 admin http://michaelgraycpa.com/?p=934 This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, September 23, is with Peggy Martin, CLU, ChFC of The Family Wealth Consulting Group. Our interview subject is, “The role of life insurance in estate and financial planning”. 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.

Remember you can find past episodes at http://www.financialinsiderweekly.com under “past episodes”.

]]> http://michaelgraycpa.com/2011/09/21/the-role-of-life-insurance-in-estate-and-financial-planning/feed/ 1 How Irrevocable Life Insurance Trusts provide liquidity and tax savings http://michaelgraycpa.com/2011/09/14/how-irrevocable-life-insurance-trusts-provide-liquidity-and-tax-savings/ http://michaelgraycpa.com/2011/09/14/how-irrevocable-life-insurance-trusts-provide-liquidity-and-tax-savings/#comments Wed, 14 Sep 2011 15:32:27 +0000 admin http://michaelgraycpa.com/?p=928 This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, September 16, is with Scott Haislet, attorney and CPA. Our interview subject is, “Irrevocable Life Insurance 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.

Remember you can find past episodes at http://www.financialinsiderweekly.com under “past episodes”.

]]> http://michaelgraycpa.com/2011/09/14/how-irrevocable-life-insurance-trusts-provide-liquidity-and-tax-savings/feed/ 0 Succession planning for a family business http://michaelgraycpa.com/2011/08/08/succession-planning-for-a-family-business/ http://michaelgraycpa.com/2011/08/08/succession-planning-for-a-family-business/#comments Tue, 09 Aug 2011 00:45:16 +0000 admin http://michaelgraycpa.com/?p=886 This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Wednesday, August 10, is with attorney John Hopkins of Hopkins & Carley. Our interview subject is, “Succession planning for a family business”. The interview will be broadcast at 7:00 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.

Remember you can find past episodes at www.financialinsiderweekly.com under “past episodes”.

]]> http://michaelgraycpa.com/2011/08/08/succession-planning-for-a-family-business/feed/ 0 Estate planning for second marriages http://michaelgraycpa.com/2011/08/01/estate-planning-for-second-marriages/ http://michaelgraycpa.com/2011/08/01/estate-planning-for-second-marriages/#comments Mon, 01 Aug 2011 17:55:05 +0000 admin http://michaelgraycpa.com/?p=881 This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Wednesday, August 3, is with attorney Michael Desmarais. Our interview subject is, “Estate planning for second marriages”. The interview will be broadcast at 7:00 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.

Remember you can find past episodes at www.financialinsiderweekly.com under “past episodes”.

]]> http://michaelgraycpa.com/2011/08/01/estate-planning-for-second-marriages/feed/ 0 Estate planning with 2011 and 2012 temporary changes http://michaelgraycpa.com/2011/07/25/estate-planning-with-2011-and-2012-temporary-changes/ http://michaelgraycpa.com/2011/07/25/estate-planning-with-2011-and-2012-temporary-changes/#comments Mon, 25 Jul 2011 14:27:55 +0000 admin http://michaelgraycpa.com/?p=875 This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Wednesday, July 27, is with attorney James V. Quallinan of Hopkins & Carley. Our interview subject is, “Estate planning with temporary changes for 2011 and 2012″. The interview will be broadcast at 7:00 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.

Remember you can find past episodes at www.financialinsiderweekly.com under “past episodes”.

]]> http://michaelgraycpa.com/2011/07/25/estate-planning-with-2011-and-2012-temporary-changes/feed/ 0 Planning for real estate change of ownership in California http://michaelgraycpa.com/2011/07/18/planning-for-real-estate-change-of-ownership-in-california/ http://michaelgraycpa.com/2011/07/18/planning-for-real-estate-change-of-ownership-in-california/#comments Mon, 18 Jul 2011 18:29:33 +0000 admin http://michaelgraycpa.com/?p=870 This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Wednesday, July 20, is with attorney James V. Quallinan of Hopkins & Carley. Our interview subject is, “Tax Planning for real estate change of ownership in California”. The interview will be broadcast at 7:00 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.

Remember you can find past episodes at www.financialinsiderweekly.com under “past episodes”.

]]> http://michaelgraycpa.com/2011/07/18/planning-for-real-estate-change-of-ownership-in-california/feed/ 1 How should you handle retirement accounts after a death? http://michaelgraycpa.com/2011/05/31/how-should-you-handle-retirement-accounts-after-a-death/ http://michaelgraycpa.com/2011/05/31/how-should-you-handle-retirement-accounts-after-a-death/#comments Tue, 31 May 2011 14:05:26 +0000 admin http://michaelgraycpa.com/?p=828 This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Wednesday, June 1, is with attorney Naomi Comfort of Hawks & Comfort.. Our interview subject is, “How to handle retirement accounts after a death”. The interview will be broadcast at 7:00 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.

Remember you can find past episodes at www.financialinsiderweekly.com under “past episodes”.

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