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Estate Planning

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  1. Schwab as trustee

    Commentary

    Mon, 11 May 2015

    I am setting up a special needs trust and spendthrift trust as part of our estate planning . Has anyone on this site used Schwab as a trustee, and if so, what is your opinion of their expertise? Thanks.

  2. Is Your Estate Plan Obsolete?

    Headlines

    Tue, 5 May 2015

    far, only two states (Hawaii and Delaware) have portability provisions. But there's no consensus yet among estate - planning lawyers about the best way to address the basis problem. Ironically, most methods being discussed are even more

  3. Income Too High for a Roth IRA? Try These Alternatives

    Headlines

    Fri, 24 Apr 2015

    not something you can do in your 401(k) or any IRA. Saving in a taxable account could also help you achieve your estate planning goals. You would have the added ability to donate low-cost-basis securities to charity for a full fair market value deduction and no capital

  4. Get the Best Out of Active and Index Funds

    Video Reports

    Fri, 24 Apr 2015

    advisors think about their value proposition. I think they're thinking more and more about the ancillary services-- estate planning , tax planning. They're thinking more holistically about their relationships with their clients, and the advice

    Estate Planning found at 3:32

    value proposition. I think they're thinking more and more about the ancillary services-- estate planning , tax planning. They're thinking more holistically about their relationships with their clients, and the advice--the investment-management component of that--is becoming increasingly sort
  5. Does a large IRA to Roth Conversion make sense for me?

    Commentary

    Tue, 21 Apr 2015

    situation in better order if I choose to do so. I've contacted my attorney, who is board certified in wills and estate planning , for a referral to a cpa who specializes in retirement and estate tax planning. However, advice from those in the

  6. BX

    Commentary

    Fri, 17 Apr 2015

    of BX, sold $76 million worth of stock in BX on 2,3, & 4th of march, 2015. This seems to be more than just estate planning or building a new house. Does anyone know his reason for selling? Is he about to retire? uh

  7. Estate Plan Pitfalls to Avoid

    Headlines

    Thu, 16 Apr 2015

    Rosati, Regional Manager of Estate Planning at Fidelity. Importantly, the ..... has distinct implications for estate planning depending on your situation: Joint tenancy ..... cautions Scott Lubar, estate planning specialist at Fidelity. “Then, review

  8. Reasons to Consider a Roth IRA

    Headlines

    Thu, 2 Apr 2015

    heirs. In many cases, a Roth IRA has legacy and estate planning benefits, but you need to consider carefully the pros ..... subtle and complex. Be sure to consult an attorney or estate planning expert before attempting to use Roth accounts as part

  9. Investing in a Rising Tax Environment – 2015

    Headlines

    Wed, 1 Apr 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

  10. What Every Investor Needs to Know About Basis

    Headlines

    Wed, 25 Mar 2015

    one. Know Your Options How does this play out in estate planning ? Let's say the six-year bull market has left ..... careers, and life transitions. She is the author of Estate Planning Smarts: A Practical, User-Friendly, Action

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