Latest
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One Way to Secure Your Child’s Inheritance in an Uncertain Tax Future
Sometimes it might take an IDGT, or intentionally defective grantor trust, to preserve generational wealth. But how does that work?
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Financial Planning in Retirement: Seeing All the Angles
In addition to investments, your financial adviser should be talking to you about insurance, Medicare, Social Security, long-term care, estate planning and tax planning.
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Why Are the Notes Found in Aretha Franklin’s Couch a Valid Will?
The late Queen of Soul’s discovered notes had to meet certain Michigan requirements to be considered a valid will. The outcome might have been different in other states.
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Does Your Trust Have an Environmental Indemnification Clause?
Trusts that include farmland, industrial or commercial property could have this clause, so it’s important to know what it means and why it's there.
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How To Avoid Aretha Franklin and Prince's Estate Planning Errors
Aretha, Prince, James Brown: Lessons learned from celebrities failure to estate plan
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What to Discuss With Your Aging Parents as They Get Older
The time will come when you need to have a conversation with your parents about their plans as they age. Here are some of the things you should talk about.
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Lessons to Be Learned from Kevin Costner’s Premarital Agreement
What’s a premarital agreement, how does it work, and what does Costner’s wife, Christine Baumgartner, stand to lose if she challenges theirs?
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This Is How Logan Roy of 'Succession' Should Have Approached Estate Planning
Open and honest communication with heirs is key to avoiding drama like in the Roy family and ensuring your estate is handled the way you want after you’re gone.
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Gen X Should Prepare Now for the Great Wealth Transfer
As the Baby Boomer generation ages, it’s more important than ever that Gen Xers talk to their family and understand how their wealth situation could change.
