estate planning
18 States With Scary Death Taxes
18 States With Scary Death Taxes
Federal estate taxes are no longer a problem for all but the extremely wealthy, but several states have their own estate taxes and inheritance taxes t…
June 17, 2021
33 States with No Estate Taxes or Inheritance Taxes
33 States with No Estate Taxes or Inheritance Taxes
Even with the federal exemption from death taxes raised, retirees should pay more attention to estate taxes and inheritance taxes levied by states.
June 16, 2021
As You Plan for Retirement, Also Prepare for the Unexpected
As You Plan for Retirement, Also Prepare for the Unexpected
Whether you’re close to retirement or decades away, no one’s immortal. Things happen. Are you ready, or could you leave the people you love in a lurch…
June 12, 2021
10 Ways to Talk to Your Aging Parents About Their Finances
10 Ways to Talk to Your Aging Parents About Their Finances
There's a good chance that many adult children will have to get involved with their parents' financial lives as they age.
May 21, 2021
Estate-Planning Your Stuff with T. Eric Reich
Estate-Planning Your Stuff with T. Eric Reich
What to do with the house, the vacation house and the china? We talk with a financial adviser who's got some wise counsel. Also, who makes up the so-c…
May 2, 2021
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Now Is the Time to Protect Your Health Care Decision-Making Rights
Now Is the Time to Protect Your Health Care Decision-Making Rights
Ensuring that your wishes on your medical care are followed is up to you. Take action now while you’re well, or you could lose a say in the matter dur…
April 29, 2021
Biden Hopes to Eliminate Stepped-Up Basis for Millionaires
Biden Hopes to Eliminate Stepped-Up Basis for Millionaires
As part of his American Families Plan, President Biden wants to change the way capital assets are taxed when you die.
April 28, 2021
What ‘Non-Financial Assets’ Should Be Included in Your Estate Plan?
What ‘Non-Financial Assets’ Should Be Included in Your Estate Plan?
When you organize your will, trust and legal documents, don’t forget about your memories, values, traditions, philanthropic vision, key skills and bel…
April 28, 2021
The Essentials You Need for an Estate Plan
The Essentials You Need for an Estate Plan
You can reduce stress and expenses for yourself and your family if you develop an estate plan that includes these important documents.
April 21, 2021
Wealthy Should Act Now to Prepare for Bernie Sanders’s Estate Tax Proposal
Wealthy Should Act Now to Prepare for Bernie Sanders’s Estate Tax Proposal
Anyone with an estate of $3.5 million or more should think about getting in line now to talk to an estate professional, because offices everywhere are…
April 18, 2021
Worried about Your Child’s Inheritance If They Divorce? A Trust Can Be Your Answer
Worried about Your Child’s Inheritance If They Divorce? A Trust Can Be Your Answer
You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your kid’s future …
April 16, 2021
Getting the Best of Both Worlds from an Irrevocable Trust
Getting the Best of Both Worlds from an Irrevocable Trust
Irrevocable trusts open the door to important tax strategies, but they mean the loss of control of the assets held in the trust … or do they? Today’s …
April 5, 2021
Kids Not Ready for Their Inheritance? Consider a Private Foundation
Kids Not Ready for Their Inheritance? Consider a Private Foundation
The benefits of starting your own foundation extend far beyond tax savings: It can help preserve your family’s wealth and unity.
April 4, 2021
Time to Face Reality: Your Kids Don’t Want Your Stuff!
Time to Face Reality: Your Kids Don’t Want Your Stuff!
One estate planning mistake I see all the time is that parents want their children to inherit their homes and treasured possessions, and they assume t…
March 29, 2021
Do I Need a Family Office? A Guide for the Rich and Not So Famous
Do I Need a Family Office? A Guide for the Rich and Not So Famous
Ultra-wealthy people, including Bill Gates, have family offices, but so do about 10,000 others. What is a family office, and is it right for you? Get …
March 24, 2021
One Beneficiary Mistake You Really Don’t Want to Make
One Beneficiary Mistake You Really Don’t Want to Make
Per capita or per stirpes? Ensure fairness across generations by choosing the right annuity or life insurance distribution method for your beneficiari…
March 23, 2021
Put an Estate Plan in Place
Put an Estate Plan in Place
Begin with the basics, starting with a will. You may even be able to use an online will-writing program.
March 19, 2021
Having the Money Talk with Your Parents, with Cameron Huddleston
Having the Money Talk with Your Parents, with Cameron Huddleston
Managing your parents' finances can be a difficult situation. Doing so if you haven't laid down a plan for how to do it is worse.
March 2, 2021
Love and Money with Financial Planner Mari Adam
Love and Money with Financial Planner Mari Adam
Financial planner Mari Adam helps couples work together to have a good relationship with each other – and their finances. Also, some twists for 2020 t…
February 25, 2021
Tax Changes and Key Amounts for the 2020 Tax Year
Tax Changes and Key Amounts for the 2020 Tax Year
There were a lot of tax changes for the 2020 tax year. Get familiar with them now – before you file your 2020 tax return.
February 8, 2021
Estate Planning Checklist: 5 Tasks to Do Now, While You’re Still Well
Estate Planning Checklist: 5 Tasks to Do Now, While You’re Still Well
Being prepared is going to feel great, you’ll see. As you work your way down the list, make sure you communicate your decisions with your loved ones.
February 8, 2021
Worried about Passing Down a Big IRA? Consider a CRT
Worried about Passing Down a Big IRA? Consider a CRT
Charitable remainder trusts give you more options and more control on how your heirs inherit now that the “stretch” IRA is a thing of the past.
February 8, 2021
Planning for a Non-Traditional Family (Which Is Probably Yours)
Planning for a Non-Traditional Family (Which Is Probably Yours)
Families come in all shapes and sizes. Here’s how to make sure yours is financially protected regardless of who’s part of it.
January 12, 2021
Cash Gifts Now Can Help You Avoid the Estate Tax Later
Cash Gifts Now Can Help You Avoid the Estate Tax Later
'Tis the season for giving. So think about taking advantage of the annual gift tax exclusion before the year ends.
December 20, 2020
Estate Planning for ‘Black Sheep’ Beneficiaries
Estate Planning for ‘Black Sheep’ Beneficiaries
Every family has one – or maybe more – black sheep. They’re people who march to their own drum, and handing them an inheritance could be problematic. …
December 8, 2020