My Children’s Inheritance
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.
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.
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.
Before buying any permanent life insurance policy, be sure you understand if you're one of the rare doctors for whom it actually makes sense.
Though most people only consider income tax when doing tax planning, it becomes much more complicated when an irrevocable trust is involved.
Here's all you need to know about a Spousal Limited Access Trust (SLAT) and how it can benefit you and your family in your estate planning.
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If you're thinking about estate planning, leaving an inheritance is probably a big consideration. Here are three big decisions to make.
Answering reader questions with WCI Ambassador Disha Spath on merging finances with a significant other, 529 plans, and trust beneficiaries.
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Don't let the tax ignorance or sleight of hand of insurance salesmen cause you to mistakenly purchase a life insurance policy you don't need.
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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.
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.
Estate planning is a process whereby you can ensure your wishes are met, probate is avoided, and estate taxes are minimized
Medical school may not have taught you about money, but we will.
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