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You might be surprised to learn that many Estate Planning goals can be accomplished without wills and trusts. In fact, using other tools can spare you some of the expense and complications of wills and trusts. These strategies also cause the assets to avoid the delay and expense of probate, transferring the title of each […]
Your estate plan is part of your legacy, but your legacy should be more than financial assets, material possessions and legal documents. For more and more people, the final touch to their estate plans is what sometimes is known as an ethical will. Others have called it a legacy letter, heritage will, family philosophy statement, […]
Comedian Jerry Lewis died recently at age 91. Unlike many celebrities, he apparently owned most of his assets outright and disposed of them through a will. That has a least two effects. One is that the estate must go through the time and expense of the probate process. The other effect is that the details […]
If you don’t have an estate plan, the government’s going to prepare one for you, and you might not like it. This article explains that when you don’t appoint a agent with a power of attorney or a successor trustee who can act for you when you start to fade, the government will appoint someone […]
In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more.
We haven’t seen details of a tax reform bill, but there are some persistent rumors. One proposal is to reduce the Stretch Roth IRA. The Stretch Roth IRA is a great estate planning tool. You convert a traditional IRA to a Roth IRA, paying income taxes now and leaving your beneficiaries a tax-free source of income. […]
Wills are public documents. They’re filed in a local probate court and available for anyone to view. That’s why many wealthy people hold the bulk of their assets through trusts that avoid probate. David Rockefeller, the last remaining grandson of John D. Rockefeller, died recently. A large part of his wealth was held through family […]
The attention of many investors and economists is shifting from the change of administrations in the United States to Sunday’s referendum in Italy. The result could have repercussions for the European Union exceeding those from last June’s Brexit vote, according to much of the pre-referendum hype. On Sunday, Italians will vote whether or not to […]
Many Estate Planning goals can be accomplished without wills and trusts. Using other tools can spare you some of the expense and complications of wills and trusts. These strategies also cause the assets to avoid the delay and expense of probate, transferring the title of each asset automatically to the person you intended. But these […]
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