A Perfectly Executed Probate Still Took 8 Months
Even in the best of times, a probate case in California is still going to take a minimum of eight months. Is there a way to get around that?
Even in the best of times, a probate case in California is still going to take a minimum of eight months. Is there a way to get around that?
You might've heard the phrase, "Shirt sleeves to shirt sleeves in three generations," and the statistics back this up. What should be done?
Never running out of money can be an attractive plan if you worry your child may run out of money. Is buying an annuity for them a good move?
The decision to move your parent into assisted living is a difficult one. And the expenses of it add another layer of complexity.
Today we answer a few questions about estate planning and then explain what a Grantor Retained Annuity Trust is. We talk about contribution limits when you have multiple 401(k)s. We give some advice t...
Answering reader questions about a tough estate planning situation with a listener finding herself in an undesirable situation, cost segregation studies and rental properties, and navigating your first attending job.
Here are eight reasons why your kids should be involved with your estate planning meetings (and one potential downside to it).
Answer reader questions about revocable trusts and probate, if direct indexing is worth doing, and where a surgery resident who's already doing so well should do with $60,000 of extra cash.
An Intentionally Defective Grantor Trust (IDGT) has some very useful estate planning benefits. Here's what you need to know.
Even if you have a will or trust, some important information is missing from your estate plan. That's why a letter of instruction is key.
It is not easy (and in some cases, it's nearly impossible) to create true generational wealth. Is it something to even strive for?
Now that our kids are teenagers (and we have more assets than before), it was time to redo our estate planning. Here's everything we learned.
The Generation-Skipping Transfer Tax might be difficult to understand, but it can be vital for those who will leave large inheritances.
My children will get the most valuable part of their inheritance long before I die. Here's all that makes up their five-part inheritance.
If you’ve built wealth, you need to think about the tax implications of the assets you'll pass on. A dynasty trust could be your answer.