Estate planning is the process to ensure that your assets go where you want after your death, that your desires are carried out after you can no longer make decisions, and that the estate taxes you pay to the government are minimal.
Answering listener questions about the inheritance process, the responsibilities of an executor, and what to know about inheriting different types of accounts. Plus, we share listener feedback about the discussion around “The Healthcare Heist.”
Today, we answer listener questions on rabbi trusts, trust-owned brokerage accounts, and adjusting asset allocation. We also learn about how a group of emergency physicians fought to preserve their independent practice.
If you're looking to avoid probate or you to need to plan around Medicaid, a Lady Bird Deed might be the right estate planning tool for you.
An interview with Josh Kanter of Leaf Planner, where we discuss family offices, estate planning, and why organizing and communicating your financial life may be just as important as building wealth in the first place.
You should be aware about the Reciprocal Trust Doctrine when creating trusts as part of your estate plan, especially if they're irrevocable.
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The Stretch IRA used to be much more generous for those receiving an inherited IRA. Here's what a Stretch IRA is and how to plan for it.
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?
Today we are answering your questions about estate planning and passing on of wealth to future generations, the value of giving your kids their inheritance earlier in life when they need it most, if buying variable annuities as a way to pass wealth to your children or grandchildren is a good idea, and what to do when you receive an annuity as inheritance.
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, what a Grantor Retained Annuity Trust is, contribution limits when you have multiple 401(k)s, what to do if you are gifted a property that is not going to get a step up in basis and you need to prepare for the potential tax bomb, and how long it should take to save up a 4-6 month emergency fund.
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.
Medical school may not have taught you about money, but we will.
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Get ready to take control of your financial life. You can do this, and we can help.
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