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Estate Planning

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  1. 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

  2. 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

  3. 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

  4. How to Give Your Grandkids a Head Start

    Headlines

    Fri, 6 Jun 2014

    dialogue and coordinate closely with the child and the parent.” Another option: Pay for college directly. An estate - planning advantage of paying directly is that the direct payment is not considered a gift to your grandchild, which means that you can also make

  5. YOUR MONEY- Estate planning for the young, rich and childless

    Headlines

    Mon, 2 Jun 2014

    NEW YORK, June 2 (Reuters) - For many single or childless individuals, the question of how to distribute their worldly wealth after they die is wide-open and complicated. A charity? Alma mater? Distant nieces and nephews? A cat?

  6. How to Safeguard Finances Against Cognitive Decline

    Video Reports

    Mon, 26 May 2014

    estate plan? What specific estate - planning mechanism should someone be ..... need to be written into the estate - planning documents? Starnes: Absolutely ..... if they don't have updated estate - planning documents, you would advise

    Estate Planning found at 3:59, 4:47, 7:12

    you suggest codifying that, getting that into your estate plan? What specific estate - planning mechanism should someone be using if they are concerned about making sure that the right person steps in to make financial decisions
    in, do the specifics of that need to be written into the estate - planning documents? Starnes: Absolutely. Benz: So how does that work? Starnes: A power of attorney document gives someone the ability to make decisions
    let you help them. Benz: I guess if they don't have updated estate - planning documents, you would advise adult children to kind of give their parents a nudge to take another look at those documents. Starnes:
  7. 6 Financial-Planning Goofs and How You Can Easily Avoid Them

    Headlines

    Sun, 18 May 2014

    catalyst for checking up on every aspect of your estate plan, including beneficiary designations. If you've used an estate - planning attorney to help draft documents such as powers of attorney and living wills, ask him to also look over beneficiary

  8. Retirees: Run the Numbers on Munis

    Video Reports

    Tue, 13 May 2014

    documents or they hear about estate - planning , they think it's for the ..... obviously, is to consult with an estate - planning attorney and pay for that plan ..... documents in the context of estate planning , and they think, "Well

    Estate Planning found at 2:55

    some people when they hear about these documents or they hear about estate - planning , they think it's for the very wealthy. And that's not necessarily true. In fact, I would say the gold standard, obviously, is to consult with an estate - planning attorney and pay for that plan. But if you cannot do that, some of these documents or templates for these documents are readily available online, and they really make sense for folks at all income levels. Zoll: Are there any tools or places that families can turn for guidance in terms of guiding them through this process? Benz: I think oftentimes people hear "estate plan," and they often hear of these documents in the context of estate planning , and they think, "Well, I'm not multimillionaire; this stuff isn't for me." But really I would say if you're impediment to getting
  9. Getting Ready for Retirement? Read This First

    Headlines

    Sun, 11 May 2014

    and-suspend strategy here .) Juris2 , meanwhile, urges those closing in on retirement to give due attention to estate - planning matters. "Get a good lawyer and create an estate plan," this poster wrote. "Sign advanced directives; designate

  10. The Best-Laid Succession Plans

    Headlines

    Thu, 8 May 2014

    large. In 2008, private equity firm TA Associates acquired a minority stake in the firm, as part of Keeley's estate planning . (While TA gained a seat on the board of Keeley Holdings, John Keeley said that they have not been involved in

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