Less Estate Tax Planning May Be Better for Longer-Living Rich
Terms like “reverse estate planning” and “backdoor spouse planning” are becoming part of the new lexicon for estate tax advisers as millionaire...
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More Good News For Morehouse Grads: They Likely Won't Owe Taxes On Gift From Billionaire
During his commencement address at Morehouse College, billionaire Robert F. Smith announced that he was paying the student debt for the whole class.
Trusts – Marketing machine or genuine estate planning tool?
The minute I celebrated my 60th birthday, my mailbox filled with invitations for workshops and dinners about Social Security...
How to Protect Your Assets Without a Prenup
It’s not the most romantic topic, but discussing finances with your partner before you get married is incredibly important.
Estate Planning? Consider a Trust Instead of a Will
Planning for your own death can be scary.
Estate-planning mistakes to avoid
Let’s talk about death. Specifically – have you planned what will happen after yours?
Lies People Tell Themselves About Estate Planning
People tend to avoid estate planning like it’s the plague, but no financial plan can be complete without one.
