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  1. The Medicare Taxes and You

    Headlines

    Thu, 11 Sep 2014

    investment and income needs. The tax information and estate planning information contained herein is general in nature ..... as legal or tax advice. Fidelity does not provide estate planning , legal, or tax advice. Fidelity cannot guarantee

  2. Four Reasons to Consider a Trust to Protect Your Assets

    Headlines

    Wed, 10 Sep 2014

    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 2014. Reprinted by permission

  3. Marriage and Investing: Not Always Happily Ever After

    Headlines

    Sun, 24 Aug 2014

    which happened two months ago), she became actively engaged along with me in consultations with financial and estate planning advisors. She needs to feel confident about what's happening with all of our investments if and when she has to

  4. Confronting the Tax Drag

    Headlines

    Tue, 12 Aug 2014

    a charitable tax deduction, an ongoing income stream, and integration with the investor’s philanthropic and estate - planning objectives. Some of these strategies, as well as others that are beyond the scope of this discussion, may also

  5. “Tax Reform is Impossible – Until it is Inevitable”

    Headlines

    Tue, 22 Jul 2014

    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 2014. Reprinted by permission

  6. How Does Your Family Talk About Money?

    Headlines

    Sun, 20 Jul 2014

    like retirement planning and estate planning , we asked Morningstar.com ..... advised others to think of " estate planning " holistically, and that includes ..... when you're doing your own estate planning . As you plan your trusts, financial

  7. How to Initiate a Family Conversation about Money

    Commentary

    Mon, 14 Jul 2014

    adult children often disagree about when is the right time to have candid conversations about retirement finances, estate planning , and elder care, and when they do discuss these matters, their conversations often lack the necessary depth, according

  8. Boomers Won’t Unload Stocks

    Headlines

    Thu, 10 Jul 2014

    the equities market for a long time, right? Don’t bet on that. For reasons ranging from low bond yields to estate planning , they’ll likely stick with stocks, especially those paying nice dividends. Of the 314 million people who live

  9. A Living Trust Can Help You and Your Heirs

    Headlines

    Thu, 3 Jul 2014

    However, if your situation is complex, the terms of your living trust will be too. If you prefer some guidance, an estate planning attorney can assess your entire financial picture and draft the necessary documents. You’ll likely need just

  10. Navigating Around An Inherited IRA Pitfall

    Headlines

    Tue, 24 Jun 2014

    means you may want to consider a more sophisticated estate planning arrangement. A sensible alternative is to name a trust established ..... spouse as the beneficiary of your IRA? Like most estate planning choices, it depends. You should weigh the extra

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