December 28, 2015When the time comes to write a will, the Boston Globe says that many parents opt to divide their wealth…- December 25, 2015When balancing financial goals for retirement, charitable giving, and whatever is left to give to your heirs, an Individual Retirement…
- December 23, 2015There are many strategies that can be used to lessen your tax bite, from the basic to more sophisticated estate-planning…
- December 22, 2015Roy Williams and Vic Preisser, authors of Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values,…
- December 21, 2015Quicken’s article, entitled “What is Long-Term Care Insurance?,” talks about the types of services covered by long-term care insurance. Here…
- December 18, 2015Sheri “Sugar” Vogel, the director of the Southern Nevada Senior Law Program in Las Vegas, said that many cases involve…
- December 17, 2015The San Francisco Chronicle explains in “Californians have a new way to keep homes out of probate,” that the new…
- December 16, 2015Of course, the real question is whether users will want to entrust their hard-earned cash to a robot, says Tech…
- December 15, 2015Irving Duke created a “holographic” (i.e., hand written) will under which his wife was to receive all of his property.…
- December 14, 2015Irrevocable bypass trusts used to be one of the best estate planning devices for many married couples. In these trusts,…
