Estate planning

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.  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.  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...


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