by Christine | May 31, 2011 | Estate Planning |
Link: http://www.forbes.com/2011/05/19/estate-planning-for-women-deborah-jacobs.html From Forbes (May 19, 2011) “Estate Planning For Women (And the Men Who Love Them)” Now, more than ever, women need to take charge of this process, or at least be equal...
by Christine | May 28, 2011 | Estate Planning |
Link: http://blogs.forbes.com/stuartrobertson/2011/05/18/say-hello-to-the-roth-iras-big-brother-the-roth-401k/ From Forbes.com (May 18, 2011) “Say Hello to the Roth IRA’s Big Brother – the Roth 401(k)” The 401(k) version of the Roth is bigger and stronger in...
by Christine | May 27, 2011 | Estate Planning |
Link: http://www.smartmoney.com/retirement/planning/realestate-nightmare-looms-for-retirees-1305648626178/ From Robert Powell via SmartMoney (May 17, 2010) “For Retirees, a Real Estate Nightmare Looms” With home prices falling for nearly five years, many...
by Christine | May 25, 2011 | Estate Planning |
Link: http://blogs.forbes.com/billsinger/2011/05/17/estate-wife-ira-divorce/ From Forbes.com (May 17, 2011) “Estate Sues Over Lawyer’s Designation of Ex-Wife as IRA Beneficiary “For whatever reason, Trowbridge never deleted the ex-wife as the named...
by Christine | May 21, 2011 | Estate Planning |
Link: http://www.ustrust.com/ust/Pages/Insights-on-Wealth-and-Worth.aspx From US TRUST (April 19, 2011) “US Trust Insights on Wealth and Worth” “We have found a significant dichotomy between clients we talk with, who tell us that intergenerational wealth transfer is...
by Christine | May 19, 2011 | Estate Planning |
From The Wall Street Journal Online (April 30, 2011) “Paying Grandkids’ College Bill” Recent tax-law changes are making it easier for families to help pay education bills for multiple grandchildren and even future generations. But grandparents have to make some tough...
