Under current estate planning law, when one spouse dies, the other can inherit all the decedent’s assets with no tax. Changes proposed by the current administration could have a devastating efffect on this kind of planning. Read about steps to take to protect spousal inheritances….
“Many couples don’t foresee the possible financial hit if one partner dies, including the tax crunch sometimes called the ‘widow’s tax’,” Jeff Stimpson writes in Financial Advisor, referring to potential tax and cash flow problems faced by women and men after the loss...
National negotiation training company founder Marty Latz is a person every estate planning client ought to meet. While most of his consulting clients are corporations negotiating with their employees and vendors, the following question discussed just last month in...
“Sizable age gaps (between spouses) can create special challenges from a financial and retirement planning standpoint,” Christine Benz points out in Morningstar. Why? They may need to plan for different retirement dates. They need to plan for different life...
