Love may be lovelier the second time around, but should also be entered into with both feet on the ground. Here is a second marriage estate planning “to do” list…
One way or another, the value of your business is going to directly affect the amount of tax you – or your heirs – will owe. Having a handle on your business value will prove invaluable.
529 education plans can be a good thing, not only for grandkids and parents, but for grandparents. For grandparents, the Indiana tax credit and the flexibility are two particularly attractive benefits.i
Three aspects of planning present special challenges for same sex couples. Learn how to protect the rights of each partner and any offspring.
Wealth transfer is another name for giving away money, but before choosing recipients or heirs, consider your own present and future needs first.
After a $50,000 car accident, he realized that the $2,000 auto insurance premium he’d been complaining about had been a real bargain, Sarah Healy’s client Tim confessed. The client wondered whether insurance could extend to something about which he cared even more...
While many designate their oldest child as exeucutor, trustee, or Power of Attorney, it is better to select agents in accordance with their expertise and ability to manage those duties.
Estate planning is a way to say thank you to those who’ve supported you and thos whom you wish to support.
Millennials are receptive to a different set of recommendations when it comes to estate planning, and they have particular vulnerabilities and needs.
“There are many potential roles that can be filled by a financial life planner” Stephen Brody writes in the Journal of Financial Planning. “The overarching role, however, is being a leader,” Brody asserts, quoting John Quincy Adams’ statement: “If your actions...