by Christine | May 24, 2012 | Death Put, Estate Planning, Inheritors |
A little-known strategy called a 'death put' can help you lock in higher returns — without stiffing your heirs. Are you concerned about the return on your investments or the return of those investments en route to your heirs? If yes, then you might...
by Christine | May 22, 2012 | Estate Planning, Inheritance |
Younger members of ultra-wealthy households are grappling with their forebears for a say in wealth planning, and women are concerned about how money affects their relationships, the study found, after surveying 53 families with a net worth of $100 million or more...
by Christine | May 21, 2012 | Alzheimer's, Dementia, Elder Law, Estate Planning |
In a clinical trial that could lead to treatments that prevent Alzheimer’s, people who are genetically guaranteed to develop the disease — but who do not yet have any symptoms — will, for the first time, be given a drug intended to stop it, federal officials announced...
by Christine | May 18, 2012 | Estate Planning, Gift, Small Business |
The Tax Court has just passed a new technique that closely-held business owners —and wealthy families — can use to pass assets to heirs with a minimal amount of taxes and complications. The ruling in the case, Wandry v. Commissioner, is stirring up excitement among...
by Christine | May 16, 2012 | Estate Planning, Trusts |
Traditional estate planning can be problematic when dealing with firearms. The documents used to manage your bank accounts often instruct people to violate laws that pertain to the transfer, possession, and use of firearms. A Gun Trust is an estate planning document...
by Christine | May 15, 2012 | Estate Planning, Estate Tax, Gift Tax |
The current scheduled changes in the estate and gift tax rates and exemptions have me struggling to come up with some good titles for people with a net worth of $4 to $15 million. How about “midmillionaires,” or “midmills” for short? In the upcoming year many...
