#estate-planning

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fromBusiness Insider
7 hours ago

I've saved $100,000 for each of my 2 children for college. Here's how I did it and what I could've done differently.

The investment in 529 plans has allowed for tax-free education savings, providing both flexibility and security for children to focus on their studies without financial burdens.
Education
#financial-planning
fromFortune
7 months ago
Miscellaneous

Why a money talk could be the 'best gift you give your family' this holiday season

fromFortune
7 months ago
Miscellaneous

Why a money talk could be the 'best gift you give your family' this holiday season

fromSan Francisco Bay Times
1 week ago

Pride and Protection: Estate Planning for LGBTQ+ Families in 2025 - San Francisco Bay Times

"Estate planning is important for everyone, but for LGBTQ+ families, it is an essential safeguard against evolving legal and political landscapes."
LGBT
from24/7 Wall St.
1 week ago

My Dad Died with No Estate - Why Does the IRS Keep Asking for Money?

Despite the restrictions on tax debt, federal systems can be faulty, making it vital for surviving relatives to know their rights regarding IRS collections.
US politics
#inheritance
Retirement
from24/7 Wall St.
3 months ago

My Sister Wants a Share of My $4 Million Retirement, What Are My Options?

Inheritance can lead to family conflict when siblings are treated unequally, highlighting the importance of open conversations about estate planning.
Retirement
from24/7 Wall St.
3 months ago

Leave a Legacy, Not a Mess: Why Every Retiree Needs an Estate Plan

Thoughtful estate planning prevents burdensome processes like probate for heirs.
Using a trust instead of a will can save time and protect privacy.
Parenting
from24/7 Wall St.
3 months ago

I'm 63 and my children and grandchildren have greatly disappointed me and I don't want to leave them any inheritance

Inheritance decisions are personal and not obligatory to family members.
Without a clear estate plan, assets may go to relatives by default.
Real estate
from24/7 Wall St.
3 months ago

My deadbeat uncle is squatting in a house I inherited - should we evict him?

Inheritance disputes can lead to conflicts among heirs, particularly when one party refuses to leave inherited property.
Retirement
from24/7 Wall St.
4 months ago

My brother died leaving me the sole beneficiary of his 401(k) - should I feel pressured to share the money with my siblings?

Beneficiaries of a 401(k) are not obligated to share their inheritance.
Open estate planning discussions can mitigate familial tensions over inheritance.
Retirement
from24/7 Wall St.
4 months ago

One of our kids is rich, the other isn't - how should we divide our estate so its fair?

The Redditor is considering an unequal inheritance distribution for his two children, weighing fairness against avoiding future resentment.
Retirement
from24/7 Wall St.
3 months ago

My Sister Wants a Share of My $4 Million Retirement, What Are My Options?

Inheritance can lead to family conflict when siblings are treated unequally, highlighting the importance of open conversations about estate planning.
Retirement
from24/7 Wall St.
3 months ago

Leave a Legacy, Not a Mess: Why Every Retiree Needs an Estate Plan

Thoughtful estate planning prevents burdensome processes like probate for heirs.
Using a trust instead of a will can save time and protect privacy.
Parenting
from24/7 Wall St.
3 months ago

I'm 63 and my children and grandchildren have greatly disappointed me and I don't want to leave them any inheritance

Inheritance decisions are personal and not obligatory to family members.
Without a clear estate plan, assets may go to relatives by default.
Real estate
from24/7 Wall St.
3 months ago

My deadbeat uncle is squatting in a house I inherited - should we evict him?

Inheritance disputes can lead to conflicts among heirs, particularly when one party refuses to leave inherited property.
Retirement
from24/7 Wall St.
4 months ago

My brother died leaving me the sole beneficiary of his 401(k) - should I feel pressured to share the money with my siblings?

Beneficiaries of a 401(k) are not obligated to share their inheritance.
Open estate planning discussions can mitigate familial tensions over inheritance.
Retirement
from24/7 Wall St.
4 months ago

One of our kids is rich, the other isn't - how should we divide our estate so its fair?

The Redditor is considering an unequal inheritance distribution for his two children, weighing fairness against avoiding future resentment.
#digital-assets
fromFortune
1 week ago
Digital life

Non-financial inheritances: When you plan your estate, beware of this common oversight

fromFortune
1 week ago
Digital life

Non-financial inheritances: When you plan your estate, beware of this common oversight

#family-dynamics
SF parents
from24/7 Wall St.
3 months ago

It's Been 15 Years and My Deceased Sister's 401(k) Still Isn't Settled. What Gives?

Premature death without a will complicates estate matters and communication among relatives.
Beneficiaries must be proactive to prevent legal complications over inherited assets.
SF parents
from24/7 Wall St.
3 months ago

It's Been 15 Years and My Deceased Sister's 401(k) Still Isn't Settled. What Gives?

Premature death without a will complicates estate matters and communication among relatives.
Beneficiaries must be proactive to prevent legal complications over inherited assets.
fromInc
2 weeks ago

5 Ways Entrepreneurs Are Rethinking SEO Amid the Rise of GenAI

Founders agree that finding the SEO equivalent for AI is the future of marketing, as more consumers take their queries to AI agents instead of search engines.
Marketing tech
#artificial-intelligence
Parenting
fromBusiness Insider
1 month ago

I work for an estate planning company. Here's how I talk to my daughter in a non-morbid way about what happens if I die.

Parents should start discussing estate planning with their children early to normalize the topic and alleviate future uncertainties.
#retirement-planning
Retirement
from24/7 Wall St.
2 months ago

These Are the Biggest Retirement Mistakes Social Security Can't Fix

Retirement planning must encompass more than Social Security for true security and comfort.
Retirement
from24/7 Wall St.
2 months ago

These Are the Biggest Retirement Mistakes Social Security Can't Fix

Retirement planning must encompass more than Social Security for true security and comfort.
Brooklyn
fromBKReader
1 month ago

How Families Can Protect Their Assets for the Future

Protecting assets is essential for family stability and can safeguard against unexpected economic shifts.
#inheritance-tax
fromSFGATE
1 month ago
Retirement

6 States Still Impose an Inheritance Tax on Real Estate-but 1 of Them Wants Out of the Game

fromSFGATE
1 month ago
Retirement

6 States Still Impose an Inheritance Tax on Real Estate-but 1 of Them Wants Out of the Game

#trusts
fromBusiness Insider
2 months ago
SF parents

I split my $5 million assets equally between my child and stepchildren in my trust. Life is fleeting, and I want them all to be protected.

fromBusiness Insider
2 months ago
SF parents

I split my $5 million assets equally between my child and stepchildren in my trust. Life is fleeting, and I want them all to be protected.

Retirement
fromLondon Business News | Londonlovesbusiness.com
2 months ago

How to budget for what happens after you're gone - London Business News | Londonlovesbusiness.com

Consider how your passing will affect your loved ones financially.
Plan for funeral and living costs to ease family burdens.
Investing in life insurance is crucial for future financial security.
Handle estate plans wisely to manage asset distribution effectively.
#legal-battles
Retirement
from24/7 Wall St.
2 months ago

Creating a 'Death File': How I Prepared My Family for the Inevitable

Preparing for death can ease the burden on loved ones.
Creating a 'death file' helps organize essential documents.
#inheritance-disputes
from247wallst.com
5 months ago
Miscellaneous

My sister manipulated my mom to pay off her $33k credit card debt before she died. How can I deduct that from her inheritance?

from247wallst.com
5 months ago
Miscellaneous

My sister manipulated my mom to pay off her $33k credit card debt before she died. How can I deduct that from her inheritance?

#gene-hackman
fromwww.cbc.ca
3 months ago

Canadian director Norman Jewison's sons alleged his wife cut off contact, coerced him to change his will | CBC News

"It is the culmination of Respondent's progressive isolation and control of Mr. Jewison that, alongside the replacement of his longtime financial and legal advisers and uncharacteristic changes to his estate plan, are telltale signs of elder abuse."
Canada news
#probate
Real estate
fromSFGATE
3 months ago

What Is a Lady Bird Deed and Why Does Suze Orman Recommend Homeowners Look Into One?

Understanding the options for transferring property upon death is crucial for homeowners.
Lady bird deeds offer a simple probate-avoidance option for transferring ownership.
Real estate
fromSFGATE
3 months ago

What Is a Lady Bird Deed and Why Does Suze Orman Recommend Homeowners Look Into One?

Understanding the options for transferring property upon death is crucial for homeowners.
Lady bird deeds offer a simple probate-avoidance option for transferring ownership.
Retirement
from24/7 Wall St.
3 months ago

After Becoming Fantastically Wealthy in Our 30s, Ready to Retire, My Wife Wants to Divorce

Financial independence can be achieved much earlier than average, but personal circumstances can significantly impact those plans.
The Redditor's unexpected divorce highlights the importance of financial and legal planning, particularly in high-stakes situations.
SF real estate
fromSFGATE
4 months ago

The Trick To Avoid Paying Capital Gains Tax on Your Second Home

Without an estate plan, selling a second home could lead to significant capital gains tax liabilities.
fromLondon Business News | Londonlovesbusiness.com
5 months ago

Global citizenship: Navigating the complexities of multi-jurisdictional wealth - London Business News | Londonlovesbusiness.com

'Preparation is key when navigating the complexities of tax obligations associated with international estate planning and foreign investments.'
Miscellaneous
fromEntrepreneur
5 months ago

Many Boomers Hesitant to Transfer Wealth: Charles Schwab | Entrepreneur

According to our survey, younger Americans could be poised to reshape legacy planning and the future of how wealth is passed to the next generation.
Miscellaneous
from24/7 Wall St.
5 months ago

My parents want to disperse $200k of her inheritance early to my sister. I don't think this is fair at all - what can I tell them to reconsider?

Treating siblings unequally from a financial standpoint can lead to significant conflict. Honest family discussions are essential to avoid hard feelings and ensure fairness.
Miscellaneous
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