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Estate Planning

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  1. 5 Best Practices for Limiting Your Tax Burden in Retirement

    Video Reports

    Fri, 27 Feb 2015

    moving part, of course, is estate planning , which is also an important ..... I think if you've got an estate - planning advisor, that person can really ..... all make sense. And that [ estate - planning advisor can also help you answer

    Estate Planning found at 6:23

    throughout your retirement years. Stipp: Another big moving part, of course, is estate planning , which is also an important tax consideration at this time. Benz: And it's an important place to get help. I think if you've got an estate - planning advisor, that person can really help you make sure that you have your beneficiary designations--that those all make sense. And that [ estate - planning advisor can also help you answer the question], "Of these various pools of assets, which are going to be the most attractive
  2. The Tax Break That Doesn't Die With You

    Headlines

    Fri, 27 Feb 2015

    in 2013 could eventually make estate planning much simpler for the 99 ..... s a good idea to amend your estate - planning documents--for example ..... transitions. She is the author of Estate Planning Smarts: A Practical, User

  3. Morningstar's Tax Relief Week 2015

    Headlines

    Fri, 27 Feb 2015

    whether to stay put or sell. Friday: Saving on Taxes in Retirement Friday will focus on tax-smart withdrawals and estate planning for retired investors in drawdown mode. The Tax Break That Doesn't Die With You Widowed investors are at risk of

  4. 401(k) Investors: Avoid These 20 Mistakes

    Headlines

    Tue, 24 Feb 2015

    their account, for example, and then fail to update their beneficiaries after they've married or drafted other estate - planning documents. This article provides guidance on setting beneficiary designations and keeping them up to date. 16

  5. Tax Priorities for Investors at Every Life Stage

    Video Reports

    Mon, 23 Feb 2015

    you should start thinking about doing some basic estate planning . At a minimum, when there are children in the mix ..... current family situation and begin working with an estate - planning attorney to draw up those basic documents that we

    Estate Planning found at 4:21

    at this life stage, you should start thinking about doing some basic estate planning . At a minimum, when there are children in the mix, you've got to set up those guardianships for the minor children. But it's also valuable to start making sure that your beneficiary designations are in sync with your current family situation and begin working with an estate - planning attorney to draw up those basic documents that we all need, particularly as we age. Stipp: As I move into my 50s,
  6. 3 Ways to Help Aging Parents With Their Finances

    Video Reports

    Tue, 10 Feb 2015

    financial advisors, accountants, estate - planning attorneys. This can help you ..... place where you can help out is estate planning , and that can also get pretty ..... your parents have done some estate planning over the years, that they may

    Estate Planning found at 3:50, 7:33

    See if you can join them on meetings with financial advisors, accountants, estate - planning attorneys. This can help you build up a comfort level with that individual; you want to make sure that if your parents
    we all need. Stipp: Third place where you can help out is estate planning , and that can also get pretty complicated. But the first thing is that there are some basics that everyone needs to have. You want to make sure that your parents have those in place as well. Benz: That's right. It's not uncommon, even if your parents have done some estate planning over the years, that they may not have revisited this information in many years. So, at a minimum, you want to make
  7. The Future: Better Than You Think

    Headlines

    Thu, 5 Feb 2015

    diligence. Wealth building and preservation is a focus, but wealth is also lost due to tax-inefficiency and poor or no estate planning . When is the last time you reviewed your tax strategies or your living and testamentary estate plan? Insurance audits

  8. 2015 Legislative Update: The Republicans Take Over

    Headlines

    Tue, 27 Jan 2015

    Individuals should consult their own legal and tax counsel as to matters discussed herein and before entering into any estate planning , trust, investment, retirement or insurance arrangement. Copyright Andrew H. Friedman 2015. Reprinted by permission

  9. Keep More Retirement Income

    Headlines

    Thu, 22 Jan 2015

    a federal tax liability as long as you meet the qualifying criteria.1 Moreover, Roth accounts can be effective estate - planning vehicles, because currently any heirs who inherit them generally won’t owe federal income taxes on their distributions

  10. Three Value Ideas for Nervous Investors

    Headlines

    Tue, 20 Jan 2015

    believe it may hold value. “There could be a catalyst for change as the family that owns Samsung handles some estate planning issues, and Korea’s business climate changes,” says Gavin. “At the same time, parts of the business

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