by Christine | Jun 25, 2012 | Estate Planning, Marriage, Postnuptial Agreement, Prenuptial Agreement |
“Prenuptial agreements are increasingly becoming an important part of estate planning.”…“So should the recently engaged rush to sign a prenuptial agreement? Not necessarily.”… [and then again]… “Even if you exchanged rings long ago, there's still time to set the...
by Christine | Jun 19, 2012 | Estate Planning, High-Net-Worth, Inheritors |
The heads of ultra-high-net-worth families often have different views of how money should be bequeathed than those who will inherit it, according to a recent study. For every planner considering the inheritance to leave and the arrangements to make, there is also a...
by Christine | Jun 18, 2012 | Estate Planning, Farms, Succession Planning |
Farmers and ranchers are typically strapped for cash so when one of them dies leaving an estate large enough to be exposed to the federal estate tax the family can expect to have to sell something to cover the tax. That does not have to be the case. The estate tax has...
by Christine | Jun 14, 2012 | Estate Planning |
Beneficial estate and gift tax provisions are set to expire at the end of this year. Here's what to expect. If you’ve been planning your estate, then you’re no stranger to the ominous feeling of waiting for Congress to act on the tax front. The clock is ticking....
by Christine | Jun 13, 2012 | Estate Planning, Gift, Stock |
If you want to give a high-school or college graduate a gift with a big financial impact, go beyond writing a check. Giving the gift of investing—with individual stocks, bonds or investment accounts and even some financial planning—will help a young adult get started...
by Christine | Jun 12, 2012 | Estate Planning, Inheritance, Trusts |
F. Scott Fitzgerald observed that the rich are different, but that does not mean an heiress can adopt her 65-year-old ex-husband to increase her family's claim to a billion dollar inheritance. You can pick your husband and, if you adopt, you can even pick your...
