Estate-planning
Latest
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Estate Planning for Millionaires: Teamwork, Trusts and Taxes
Estate planning for millionaires and high-net-worth families is a serious business. Set up your team, paperwork and tax plan to pass down wealth.
By Deborah Yao Published
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Does Your Estate Plan Protect Your Loved Ones From Themselves?
Can your children or other loved ones be trusted to have unfettered control over substantial assets and cash?
By John M. Goralka Published
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How to Protect Your Digital Assets From Estate Tax
Estate planning is critical to ensure heirs don't get hit with millions in estate taxes after you die. You can also protect your digital assets from litigation.
By Jeffrey M. Verdon, Esq. Published
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How to Handle Irrevocable Trust Assets Tax-Efficiently
Irrevocable trusts can be structured so that trust property is either included in the potentially taxable gross estate or removed. What are the pros and cons?
By Rustin Diehl, JD, LLM Published
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Why You Need an Advance Directive
An advance directive defines the medical care you want if you are too ill to make decisions. Every adult needs one.
By Jacob Wolinsky Published
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This Trust Can Protect Your Assets From Long-Term Care Costs
A Medicaid asset protection trust can help ensure your protected assets go to your beneficiaries rather than your long-term care, but it has to be set up properly.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Three Ways to Pay Less Taxes to Uncle Sam
Retirees especially could benefit from these tax-efficient strategies that focus on what you leave your heirs and what kind of accounts your money is in.
By Matt D’Amico Published
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How to Organize Your Financial Paperwork for Your Heirs
A guide to organizing your financial paperwork so heirs have any easier time getting affairs in order.
By Ella Vincent Published
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Should You or the Trust Pay a Trust's Income Taxes?
Irrevocable trusts can be set up so that the trust maker no longer pays income taxes, and the taxes are instead paid by the trust. What are the pros and cons?
By Rustin Diehl, JD, LLM Published