Life insurance, IRAs, 401(k) plans and other retirement accounts pass directly to the beneficiaries you designate outside of your will. Brokerage accounts, on the other
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Late NBA Owner’s Estate Owes Taxes, IRS Says
In a ginormous estate tax battle denouement, the Internal Revenue Service just won $388 million in a settlement with the estate of Detroit Pistons owner
Avoid These Big Estate Planning Mistakes
Good luck to your loved ones when you die, because you are going about your estate planning all wrong. According to a recent study from
How to Manage the Bumps in the Road to Retirement
A new TD Ameritrade survey says that bumps and detours along the road to retirement are the norm, not the exception, with two-thirds of Americans
IRS Eyes Estate Tax Changes for Wealthy
The IRS wants to sharply curtail a favorite tax benefit affecting family partnerships and LLCs. The U.S. Treasury Department is zeroing in on new regulation
Tax Loopholes May Be Closing for IRAs and Other Retirement Strategies
The government has a knack for catching on to the most popular loopholes. There are plenty of tips and tricks to maximizing your retirement benefits,
New Protections for Elderly Investors
Two years after New York socialite Brooke Astor died in 2007, her son, Anthony Marshall was convicted of bilking her of millions of dollars. The
Millionaires Don’t Like Estate Planning?
Despite their wealth and business savvy, more than one-third of high-net-worth families have not taken the most basic steps to protect and provide for their
Tips to Avoid Elder Financial Fraud and Abuse
The costs of elder financial fraud and abuse are more than financial. In fact, for elderly citizens who are financially exploited, the impact is more
Yes, You’re Rich Enough for an Estate Plan
Many people believe that they’re not “rich enough” to have an estate plan, but this couldn’t be further from the truth. We believe that estate
The Dreadful Generation-Skipping Transfer Tax Explained in Basic Terms
The estate tax is one of the most hated taxes in the U.S. tax code, especially among those who are wealthy enough to have to
Boyfriend of Whitney Houston’s Daughter Getting into Estate Plan Trouble (Already)
Is there a target on Nick Gordon? He might well conclude that. The erstwhile boyfriend of Bobbi Kristina Brown will likely never see the 22-year-old
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Latest Posts
- Aging at Home with Confidence: How Lancaster Downtowners Is Changing the Game
- Common Questions: Clearing Up Confusion in Estate Planning, Elder Law, and Asset Protection
- A $29 Million Estate, a Forgotten Will, and One Messy Legal Battle—Here’s What You Can Learn
- Could You Lose the Family Home to Taxes? The Step-Up in Basis Debate Matters More Than You Think
- The Great Wealth Transfer Is Coming—Will Your Family Be Ready or Left in a Mess?