The “Money Talks” hosts explore a client situation of a multigenerational home and the complicated estate plan they created where an “equal” division of assets may not be equitable.
We provide an overview of issues related to being the beneficiary of an inheritance.
You have probably heard others discussing living trusts but may not understand the reasons for them or whether you should have one.
Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die.
If you are one of the millions of Americans with debt, you might wonder what happens to it when you pass away. As with most things financial, it depends.
Wealth transition and succession planning were always complicated processes—COVID-19 did not do it any favors.
As you prepare for life with your baby, here are a few things you should think about.
There are 26 states where laws generally hold children financially responsible for certain debts of their parents.
Concerned how your Advance Directives or Do-Not-Resuscitate Orders may affect you in the event of COVID-19 and the use of ventilators?
Our Financial Planning Experts tackle a listener’s concerns about passing a tax burden to his children with an inherited IRA.
