Estate-planning
Latest
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Life Insurance Beneficiary: What It Is and How It Works
Have you designated your life insurance beneficiary? Take just a moment now to protect your legacy.
By Karon Warren Last updated
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How Did O.J. Simpson Avoid Paying the Brown and Goldman Families?
And now that he’s died, will the families of Nicole Brown Simpson and Ron Goldman be able to collect on the 1997 civil judgment?
By John M. Goralka Published
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Three Ways to Give to Your Kids Tax-Free While You’re Still Alive
Parents can see the positive impact of their giving through tax arbitrage, giving cash (within limits) or directly paying for school or medical expenses.
By Evan T. Beach, CFP®, AWMA® Published
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Your Kids' Tax Brackets Could Lead to Unequal Inheritances
Sometimes, divvying things up equally means one child might end up with less because of tax implications. Here’s how to avoid that.
By Antwone Harris, MBA, CFP® Published
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Revocable Trusts: The Most Common Trusts in Estate Planning
Revocable trusts allow the trust maker complete control over the assets and can be quite efficient when it comes to capital gains and income taxes.
By Rustin Diehl, JD, LLM Published
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Resist the Taboo: Talk to Your Kids About Family Wealth
Family discussions about money are important in educating children about financial concepts and the family’s legacy.
By Charline E. Burgess, M.Ed. Published
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Eight Steps to Take When Settling an Estate as the Executor
Being the executor of an estate can be overwhelming, but breaking the process down into individual steps can help make it much less daunting.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) Published
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How to Decide How Much Money You Can Afford to Gift in Your Lifetime
Deciding how much of your wealth to give to charity or your kids depends on your life stage. Here are key considerations based on age.
By Leslie Gillin Bohner Published
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Five Mistakes High-Net-Worth Individuals Make in Retirement
Just because wealthier people have a lot of money doesn’t mean they don’t make mistakes. Here are five common ones that this financial adviser sees.
By Lane Marmon, JD, MBA Published