Estate planning

Benzinga  Feb 8  Comment 
This article is part of an ongoing series about the importance of end-of-life care planning at all ages. Check out part one of this installment here. Not only are Millennials not talking about end-of-life care with their parents, according to...
Forbes  Jan 14  Comment 
Estate planning can be a neglected part of financial planning. It’s easy to delay answering uncomfortable questions such as “What happens to my assets and my loved ones when I die?” So it’s no surprise that roughly half of Americans...
Wall Street Journal  Dec 23  Comment 
Now that the Federal Reserve has taken the long-awaited first step in raising interest rates, affluent families should consider how a changing interest-rate environment might affect their estate plans.
Forbes  Dec 7  Comment 
This is Change Log — my semi-weekly observations and links on the intersection of tech, commerce, health, culture and markets.
MarketWatch  Nov 20  Comment 
Another reason for smart estate planning.
MarketWatch  Nov 6  Comment 
Estate planning and the Chinese economy were among important topics covered by MarketWatch.
Forbes  Sep 25  Comment 
Donees assuming risk of higher tax lowers the actual tax.


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