Estate-planning
Latest
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How to Help Your Kids Without Ruining Your Retirement
Here are some general considerations to ensure the gift of assets to your kids will not negatively affect your financial future.
By Mario Hernandez Published
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How to Choose Your Trustee or Executor of Your Will
Above all, you should choose someone you trust, keeping in mind that acting as a trustee or executor can be a complex, thankless and sometimes long-term job.
By John M. Goralka Published
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What's the 2024 Estate Tax Exemption?
Estate Tax The estate tax exemption amount increased for 2024. Will your heirs escape a tax bill?
By Katelyn Washington Last updated
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Common Estate Planning Mistakes
Have you avoided the eight most common estate planning mistakes? Your family will thank you.
By Daniel Bortz Last updated
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Things You’ll Regret Keeping in a Safe Deposit Box
savings Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.
By Bob Niedt Last updated
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What is the Gift Tax Exclusion for 2024?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor Last updated
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The Life-or-Death Answers We Owe Our Loved Ones
How our life ends isn’t always up to us, but that question too often must be answered by loved ones and health care workers who don’t know what we would want.
By Joel Theisen, RN Published
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Nine Lessons to Be Learned From the Hilton Family Trust Contest
Disclaimers, good communication, post-marital agreements and more could help avoid conflict in a family after the owners of a wealthy estate pass away.
By John M. Goralka Published
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Why Business Owners Should Review Their Buy-Sell Agreements
A recent tax case now before the U.S. Supreme Court hasn’t gone well for a small business, highlighting the need for businesses using a similar (and typical) succession planning arrangement to take a look at theirs.
By John M. Goralka Last updated