Should Children Inherit Equal Wealth?
August 15, 2023
Dividing up your estate among offspring can be a tricky business.
Tapping into the "Family Bank"
December 13, 2022
An intra-family loan may help loved ones buy real estate, invest in a business, or pay down high-interest debt.
Losing an Inheritance Is Easy, Because Saying No Is Hard
March 16, 2021
Many beneficiaries view their inheritances as free money, experts say, and some run through their sudden wealth on cars, major house renovations, and large gifts to children.
Beware, the IRS is Eyeing Your Inherited Money
September 17, 2019
One of the perils of being well-off is the constant risk that the federal government and/or your friendly state and local tax collectors will figure out new and different ways to snatch more of your wealth, especially wealth that you earned the old-fashioned way: by inheriting it.
Beginner Estate Planning
November 20, 2018
For millennials, it's never too early for estate planning.
Letter Of Intent Will
September 18, 2018
While it has no legal standing, and a letter of intent cannot override a will, it can be an invaluable document for your family in any kind of an emergency, not just your passing.
Supreme Court Decides That Inherited IRAs Are NOT Retirement Accounts
June 24, 2014
On June 18th,2014 the U.S. Supreme Court decided that, for the purpose of federal bankruptcy law, an inherited IRA is no longer considered a “retirement account” and is therefore accessible to creditors in bankruptcy. Learn how to protect your heirs.
Retrieved 7 of 7 Estate Planning blog posts