I Asked My Mom if She Was Prepared to Die
The New York Times - Estate Planning
by Shaina Feinberg and Julia Rothman
1M ago
Then I talked to some end-of-life experts. Here’s what I found out ..read more
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January Is Nearly Over. Have You Done Your Retirement Review?
The New York Times - Estate Planning
by Brian J. O’Connor
3M ago
While 2024 is still new, assessing where you stand in some key areas of personal finance can help smooth the transition to your later years ..read more
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How Young People Manage a Financial Windfall
The New York Times - Estate Planning
by Caitlin Kelly
8M ago
A sudden influx of cash can offer a sense of relief for a young person. But for those grieving a loss or dealing with large sums of money for the first time, it can also feel overwhelming ..read more
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The Greatest Wealth Transfer in History Is Here, With Familiar (Rich) Winners
The New York Times - Estate Planning
by Talmon Joseph Smith and Karl Russell
1y ago
In an era of surging home and stock values, U.S. family wealth has soared. The trillions of dollars going to heirs will largely reinforce inequality ..read more
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How to Leave Your Friends an Inheritance After Your Death
The New York Times - Estate Planning
by Sara Murphy
1y ago
For many people who feel closer to friends than family, estate planning can require special considerations ..read more
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Proposed Tax Changes Focus on the Wealthy
The New York Times - Estate Planning
by Paul Sullivan
2y ago
How is that defined? The tax plans in Congress essentially say a wealthy individual earns $400,000 a year. But that figure, a financial psychologist says, is “arbitrary ..read more
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Ron Lieber: Invest in the People You Love
The New York Times - Estate Planning
by Ron Lieber
3y ago
If you’re emerging from the pandemic in better financial shape than before, ask yourself this: What will you spend to renew your bonds, and how will you do it ..read more
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It May Be Time to Start Worrying About the Estate Tax
The New York Times - Estate Planning
by Paul Sullivan
3y ago
Most people have been able to pass on assets like a family home without federal tax, but that could be changing ..read more
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The Estate Tax May Change Under Biden, Affecting Far More People
The New York Times - Estate Planning
by Paul Sullivan
3y ago
In contrast to previous changes, the tax code could be modified in a way that affects everyone who has something of value to leave to heirs ..read more
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Tax Strategies to Embrace, or Avoid, Before the November Election
The New York Times - Estate Planning
by
3y ago
No one knows the outcome of the presidential race or how Congress could adjust the tax code next year. But there are changes taxpayers can make now, financial advisers say ..read more
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