Estate planning

New York Times  May 22  Comment 
Retirees who make their own investment decisions save money on fees, but face complex questions on taxes and estate planning. Online tools, and investment clubs, can help those going it alone.  May 12  Comment 
NEW YORK (The Street) -- Some 56% of American parents have a will or living trust document, according to a new survey, but 52% of adult children don’t know where their parents store their estate planning documents. That can jeopardize...
Clusterstock  Apr 10  Comment 
FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors. Lessons on estate planning from Game of Thrones (Wealth Management) With Game of Thrones season 5 premiering on Sunday,...
Forbes  Mar 11  Comment 
Estate planning experts are advising people to give each kid/grand-kid up to $14,000 this year. But, these gifts can do a lot more than reduce your estate taxes. They can be used to pass along your values and give your kids a big advantage in life.
MarketWatch  Mar 11  Comment 
Here are three basic things to remember when getting started with estate planning.
MarketWatch  Feb 11  Comment 
Seniors who convert a regular IRA into a Roth account can reduce their estate taxes and eliminate the income tax their heirs would otherwise have to pay.
Benzinga  Feb 9  Comment 
Retirement planning and estate planning predominate the latter half of personal finance timelines. Once the initial plan is set into motion early in life, the next benchmark is retirement, followed by securing the future of your...
Benzinga  Feb 2  Comment 
Inevitably, talks around retirement planning will lead to talks around estate planning. While these are not the most enjoyable of conversations to discuss in depth, they are an essential part of planning for your unavoidable future. Although...
Benzinga  Jan 30  Comment 
Legacy and estate planning with a Roth IRA may sound like a no-brainer. Roth IRAs intrinsically make phenomenal transfer of wealth vehicles. With reduced estate taxes and no income tax for heirs to pay on withdrawals, establishing a Roth IRA or...
The Hindu Business Line  Jan 11  Comment 
The need for estate planning is rapidly growing, with joint family systems being replaced by multiple family systems such as the DINKs (double income, no kids) category. ...


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