Getting Remarried? Revise Your Estate Plan
Revising your Estate Plan should be at the top of your to-do list if you're getting remarried. Here are 6 updates you don't want to put off.
Revising your Estate Plan should be at the top of your to-do list if you're getting remarried. Here are 6 updates you don't want to put off.
PIMD has been thinking about his mortality a lot more recently. Here's how he's protecting his family by taking estate planning seriously.
Do you dream of passing down wealth to your family for generations to come? Perpetuating wealth across generations is harder than you might think.
Digging into estate planning today. We're talking wills, revocable trusts, life insurance trusts, taxes, making lifetime gifts, step-up in basis, and a whole lot more.
In today's podcast, we discuss the cost and value of asset protection planning and various ways to protect your wealth -- from basic insurance to offshore trusts.
Most high-income professionals should form a revocable living trust to avoid the cost and hassle of the probate process. Here's what you need to know.
My kids will get the most valuable part of their inheritance long before I die. In fact, they'll be getting a 5-part inheritance, mostly in their 20s.
Have you considered a Family Limited Partnership (FLP) to meet your wealth preservation goals? FLP's can make sense for some docs under the right conditions. But all docs? Not even close.
Estate planning is a process whereby you can ensure your wishes are met, probate is avoided, and estate taxes are minimized
Some high-income professionals hate personal finance and investing. If that is you, this post is for you. If that isn't you, send this post to someone you care about.
While the higher estate tax exemption limits enacted in 2013 dramatically simplified estate planning for many people, wealthy professionals may still run into issues with an estate under $10M.
Got a pension? Should you take a lump sum or annuitize it upon retiring? Consider these issues prior to deciding.
By Dr. James M. Dahle, WCI Founder This post is all about CRATs, CRUTs, CLATs and CLUTs. These acronyms all relate to "split-interest gifts" or "charitable trusts." In essence, these are a way to dona...
Estate planning is an important topic for all of us to consider from time to time, especially when major life changes occur. Readers who have been with me for some time know I've been doing an ongoing...
James Lange, JD, CPA, in his excellent Retire Secure!, discusses a "beneficiary plan" he has been using for years with his estate planning practice. This plan has been featured in a number of other pu...