Estate planning

Forbes  Sep 25  Comment 
Donees assuming risk of higher tax lowers the actual tax.
Wall Street Journal  Sep 12  Comment 
Inheritances can bring out the worst in quarrelsome family members, especially when the distribution is seen as unfair. Fortunately, there are ways for estate planners to prepare for that.
MarketWatch  Aug 31  Comment 
Moneyologist helps a reader to navigate the mine fields of families and estate planning.  Aug 14  Comment 
NEW YORK (MainStreet) -- Estate planning tends to get pushed to the back burner, as more pressing financial tasks take center stage. But neglecting estate planning is a huge mistake. Estate planning may involve hiring an attorney or financial...
MarketWatch  Jul 25  Comment 
Single folks should think about estate planning, too — or their assets may go to the state.
Motley Fool  Jul 15  Comment 
A to-do list for preparing an estate plan and avoiding any serious omissions or mistakes.  Jul 13  Comment 
NEW YORK (MainStreet) –- Good luck to your loved ones when you die, because you're going about your estate planning all wrong. According to a recent study from the Center on Wealth and Philanthropy at Boston College, an estimated $59 trillion...
Forbes  Jun 26  Comment 
Filing for a state income tax refund is one move same-sex couples can make, thanks to the Supreme Court decision in Obergefell v. Hodges.
MarketWatch  Jun 16  Comment 
Even if your estate planning documents are still valid, they may no longer work the way you intended.
New York Times  Jun 14  Comment 
If the Supreme Court rules for same-sex marriage, gay spouses will benefit in terms of taxes, estate planning, federal benefits and medical decision making.


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