estate planning

 

Make Sure Beneficiaries Benefit How You Want

12:00 pm, July 08, 2011

Failing to review beneficiary designations could result in significant unintended consequences.

 

Estate Tax Marks its New-Year Return

1:00 pm, December 31, 2010

An estate tax bounce from 0% to 35% on Jan. 1 makes crafting a solid plan for 2011 beyond vital.

 

Dead Celebs Offer Estate Planning Guidance

4:00 pm, December 10, 2010

The Godfather and King of Pop are among the celebrities whose post-death legal troubles offer lessons.

 

Americans More Optimistic About Retirement

9:00 am, December 01, 2010

Fewer say they will have to work longer as they adjust their portfolios and the stock market rebounds.

 

Leaving a Legacy on a Budget

10:00 am, November 03, 2010

Would be philanthropists have options, from bequests of IRAs to selling a painting from the attic.

 

4 Ways to Give Your Wealth to Heirs

10:00 am, October 29, 2010

Ensuring future generations benefit from you work and investments isn't as easy as just crafting a will.

 

The Year of No Estate Tax

10:00 am, October 21, 2010

It looks likely the U.S. will return to an estate tax policy affecting more Americans.

 

If You’re Young, Do You Need Life Insurance?

3:00 pm, October 08, 2010

It’s more for your family than for you, and in some cases it’s essential.

 

Death Prep: Your Final Financial Plan

6:59 am, July 11, 2010

Planning your own funeral and designating beneficiaries now could spare your loved ones more grief later.

 

Woman Leaves Mansion, $3M to Her Dogs

9:00 am, June 18, 2010

One millionaire’s fortune and her mansion are going to the dawgs, yo.

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