Posted on: January 25, 2023
Today’s high estate and gift tax exemptions could be slashed in a few years. Maximize those and other benefits now.
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Posted on: January 24, 2023
When the rapper Coolio died in September, he joined a group of notables that includes Prince, Howard Hughes and Pablo Picasso—all of whom died without specifying who should inherit their money and estate.
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Posted on: January 23, 2023
Various types of property, such as bank accounts and real estate, can be owned jointly with another person(s).
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Posted on: January 22, 2023
Perhaps you’re a parent expecting your first child, adopting, or maybe you’re a grandparent looking forward to another bundle to bounce on your knee. The joy of a new arrival can be all-consuming. But as we all know, the anticipation must give way to action, planning everything from daycare to diapers. Of course, it’s hard […]
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Posted on: January 19, 2023
A qualified charitable distribution is a direct transfer of traditional IRA funds to a qualified charity.
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Posted on: January 18, 2023
The $100 million battle involving Larry King’s widow Shawn has heated up with the late television personality’s ex-business managers accusing him of having a secret bank account, RadarOnline.com has learned.
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Posted on: January 16, 2023
When the 7520 rate is low—as it has been for 15 years—opportunities for good planning abound. However, what about when the rate is high? Few estate planners have needed to ask themselves that question until very recently.
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Posted on: January 15, 2023
There’s no single path for everyone to follow. However, you might consider establishing a trust, which offers some key benefits.
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Posted on: January 15, 2023
In the dark of the night, snuggled within the 4,000+ page Omnibus Bill meant to keep the machine of government well-oiled, lies a passage that may change the future of retirement saving.
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