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States With the Best Tax Rates for Retirees
Estate and Inheritance Taxes“The Tax Cuts and Jobs Act raised the federal estate tax exemption considerably. Before the tax reform law, it was $5.49 million …
Should Inherited Money Be Equally Split Between Family Members
Unequal Inheritances: A Source of Conflict Among Family Members“When you’re planning to divide your estate unequally, explain the reasons to your heirs, and remember: They …
Two Words Could Undo Your Entire Estate Plan
The Importance of Accurate Estate Planning“’Per stirpes’ vs. ‘per capita.’ Making the wrong choice could cause an estate planning disaster.” No one relishes the idea …
Can I Disinherit Anyone I Want?
“So, you’ve decided that a family member won’t be getting an inheritance, after all. Maybe you have an ungrateful or irresponsible family member you want …
Preparing Children for Inheritances in the Future
“By discussing finances with your children early and often, you can set them—and future generations—up for success, when it’s time to receive the wealth you’ve …
Picasso’s Sole Heir Continues To Sell Artwork
“When the Spanish painter Pablo Picasso died of a heart attack on April 8, 1973, he left behind not only a huge artistic oeuvre of …
Five Top Reasons To Add Beneficiaries to Investment Accounts
“Losing a loved one isn’t just an emotional burden—it also carries an administrative load. There are flower arrangements to pick, eulogies to write and a …
Update Will at These 12 Times in Your Life
“It is also important to realize that it isn’t merely ‘why’ you are updating your will, but ‘when’ you are updating that can make all …
Tapping an Inherited IRA?
“When a loved one dies, any leftover IRA funds they had, goes to whomever they labeled as beneficiaries. If you’re a beneficiary, you have to …
Top 10 Reasons To Get Going on an Estate Plan
“It took my husband Mike’s heart attack to force us to recognize the need for having an estate plan. It was not smart. You are …
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