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Today we are answering your questions about estate planning and passing on of wealth to future generations. We talk about the value of giving your kids their inheritance earlier in life when they need...
Imagine spending your life building wealth, investing in real estate, stocks, or your business, with the hope of leaving a legacy for your children. Then one day, you find yourself wondering:Will the ...
An important gap in many financial plans is failing to review with an estate planner the potential risks to losing assets and the ways available to protect those assets....
A business owner's estate plan should protect the company and its employees as well as the entrepreneur's heirs. These three documents are critical....
The Big Beautiful Bill changes your estate planning. What should you do now? What is different? More access (SPATs and DAPTs), more flexibility, non-grantor trusts....
The dispute over Jimmy Buffett's estate highlights crucial lessons for the rest of us on trust creation, including the importance of co-trustee selection, proactive communication and options for confl...
The Big Beautiful Bill (OBBBA) modifies scores of tax laws and every taxpayer will be effected. Estate planning will remain important and should not be ignored....
Estate planning for the LGBTQ community should be proactive and thoughtful, and consider new techniques in light of the current legal and social environment....
Consider supplementing your traditional legal documents with this essential road map to guide your loved ones through the emotional and logistical details that will follow your loss....
Now is the time to discuss estate planning with your loved ones to ensure the Great Wealth Transfer is efficient, tax-aware and in line with your legacy goals — not Uncle Sam's....
Real estate income isn’t just for landlords. There are plenty of hands-off ways to make money. Some of these real estate strategies you can even manage from your phone. ? Click or scroll through...
Bad things can happen when you're unprepared, such as big-time taxes and family turmoil. Generational planning can help protect the people you love. Here's some expert advice to help you out....
Regularly updating your financial and health care power of attorney documents ensures they reflect your current intentions and circumstances. It's also important to clearly communicate your wishes to ...
Most people recognize that owning real estate is one of the most powerful investments you can make. But few realize ... Read more...
Estate planning isn't just about distributing assets. Working with a financial adviser can ensure you've considered the big picture — and the finer details....
One of the most overlooked risks in real estate investing isn’t rising interest rates, leverage, or even tenant issues—it’sexecution fear. You run the numbers. The property checks al...
Your will and estate plan should leave your heirs feeling loved. An expert weighs in on how to avoid family feuds after you're gone....
We need to keep the lines of communication with our clients open so that we can anticipate and help them navigate issues that arise over time....
Two-thirds of Americans don't have an estate plan. If you're one of them, these are the essential steps to take now to prevent problems for your family later....
Here are free tools to add an advance directive for dementia to your estate plan. These directives detail your preferred medical care for each stage of dementia....
Estate planning is more than just writing a will. These are the documents you'll need in order to protect your family if you're seriously injured or worse....
You’ve probably seen the clips, Grant Cardone or someone similar pacing on stage, telling you to pull money out of your 401(k) to buy real estate. He makes it sound bold. Like you’re takin...
Today we answer a question from Peter about what happens when a parent dies with a fully planned estate that avoids probate — and how the Small Estate Affidavit process works in practice. We dis...
In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on gifts, the estate tax and stepped-up basis upon death....
Answering reader questions about how to know if a real estate deal is too good to be true, the importance of doing thorough due diligence before investing in any real estate deal, and whether all-in-o...
In the final installment of our 3-part estate planning series, we dive into one of the most overlooked—but critically important—aspects of planning: protecting your heirs’ inheritanc...
Should you file an estate tax return when your spouse dies to preserve the unused estate tax exemption? Form 706 is costly, the exemption is high, but will the laws change in the future?...
The wording of any law that repeals or otherwise changes the federal estate tax could have an impact on all of us. Here's what you need to know, courtesy of an estate planning and tax attorney....
This estate planning attorney explains why proper asset titling and beneficiary designations make a big difference when it's time to transfer your wealth....
The latest news from Pontera, OneDigital, SageView, and Edelman Financial Engines...
In this episode, we shine the light on common estate planning mistakes that can derail even the best intentions. We discuss the risks of failing to update beneficiary designations and why relying sole...
An estate plan that covers everything from guardianship to digital assets and taxes — and is discussed openly — will give you and your family peace of mind....
The clock is ticking on the estate and gift tax provisions in the Tax Cuts and Jobs Act, so the sooner you act on removing assets from your estate, the better....
In this episode, we cover key tax considerations around wealth transfer. We cover the differences between federal estate tax and state inheritance tax, and explain why the stepped-up basis is such a p...
Although a will is crucial to making sure your assets go where you want them when you die, you are likely to need something else, too: designated beneficiaries....
Sometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools....
We're almost halfway through the year. Is your estate in order? If not, here are some tips to get it done in 2025....
In this episode, we explore how to pass on your assets smoothly and efficiently—without dragging your loved ones through probate court. You’ll learn why probate can be costly and time-cons...
Getting on the same page now means fewer potential problems when it counts....
Tax issues still should be an important focus of estate planning. But income and capital gains tax planning should be paramount....
In the first part of our series on estate planning, we laid the groundwork for why incapacity planning matters and what documents you need to get started. But there’s more to it than just having...
Not every investment in real estate is a good idea. Some are downright terrible. Here are some of the worst ways to invest in real estate. The post The 7 Worst Ways to Invest in Real Estate appeared f...
Unless you have a plan in place, guess who might be making all the decisions about your prized possessions, or even your health care: a court....
Today kicks off a brand-new series on estate planning. Estate planning is one of those things everyone knows they should do—but far too many people put it off, sometimes until it’s too lat...
The partnership comes at a time when more advisors look for services to help support them…...
Estate planning gets tricky when you have assets and/or beneficiaries outside the U.S. To avoid costly inheritance mistakes, it pays to understand the basics....
After dedicating years to building your wealth and securing your future, make sure your assets are protected and your loved ones are provided for in the future....
Getting a will, revocable trust or other document alone won't accomplish your goals. You need to start with a holistic plan....
Answering reader questions about what to do when your workplace turns toxic and how to protect yourself from bad employers and from losing your job, whether you should use an IRA to buy into your buil...
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 post Should I Purchase an Annuity for My Child as Part...