Estate planning

RECENT NEWS
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.
TheStreet.com  Jun 12  Comment 
NEW YORK (MainStreet) – At its core, estate planning is an existential question. It digs to the root of humanity and addresses directly what someone wants their impact on the world to be once they're gone. Property and wealth can be...
Forbes  Jun 2  Comment 
There are several methods of transferring property at death. A transfer of probate property by a valid will or a deed of transfer will generally involve the assistance and advice of an attorney. While transferring property through probate is...
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.
TheStreet.com  May 12  Comment 
NEW YORK (The Street) -- Some 56% of American parents have a will or living trust document, according to a new Caring.com 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.




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