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Estate Planning

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  1. 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

  2. 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

  3. 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

  4. 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

  5. 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

  6. When Should You Take Social Security?

    Headlines

    Sun, 22 Mar 2015

    and to allow for better planning on the sale of an inherited property," the commenter said. For Kalamazookid , estate planning played a role in the decision to start taking benefits early. "I left the work office at age 57 due to a merger

  7. IRA Contribution Tips and Traps

    Video Reports

    Tue, 17 Mar 2015

    beneficiary, and that they are the right people. Naming a beneficiary in your will--a lot of people think that they do estate planning , they go to a lawyer, and they think it's covered in the will. It could be, but that would be a mistake. The

    Estate Planning found at 9:41

    a beneficiary in your will--a lot of people think that they do estate planning , they go to a lawyer, and they think it's covered in the will. It could be, but that would be a mistake.
  8. A Checklist for IRA Rollovers

    Headlines

    Sun, 15 Mar 2015

    Professional Help Finally, employees are strongly advised to get professional help to complete the rollover--either an estate planning attorney, accountant, or financial planner should oversee the process. This should add professional expertise to

  9. Estate Planning books

    Commentary

    Sat, 14 Mar 2015

    Hello Can anyone recommend some good book on estate planning , please? I need to start the process. Many thanks! Eng

  10. President Obama’s 2016 Budget Proposal

    Headlines

    Thu, 12 Mar 2015

    This proposal contains many similarities to previous years, with a few new items that will affect retirement and estate planning strategies. And like prior years, its revenue proposals – in their entirety – have very little chance of becoming law. That’s especially true

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