Important Masterclass
How to Pay for Care without Going Bankrupt

How Do I Talk to My Parents About Estate Planning?

Caregiving Burnout

If you have a parent over the age of, say, 65, thoughts about their future may have started to creep into your mind. But because end-of-life planning can be emotional and overwhelming, it’s tempting to put these conversations off — and even more pleasing to avoid them altogether. If there’s a lesson to be learned from the pandemic, however, it’s that waiting until the last minute to prepare is seldom a good idea.

What Can Trusts Do for Me and My Family?

Estate Tax Gifting Exemption

Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.

What was Stephen Sondheim’s Estate Plan?

Stephen Sondheim's Estate Plan

Broadway legend Stephen Sondheim left behind an estate estimated to be worth as much as $75 million to his husband, charities and a dozen other friends, court papers show.

What are Biggest Blunders in Wealth Transfer?

social security 2023

We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?

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