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
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
pleasant, which is probably why estate planning falls by the wayside in so many ..... households. Others may assume that estate planning is unnecessary for them, given ..... levels. Do-it-yourself estate - planning kits are increasingly easy to
advice after you have passed. Slott: Definitely. You need somebody who has specialized knowledge. Even an average estate - planning attorney might not be familiar with the specialized nuances of naming a trust as an IRA beneficiary. IRAs are different
IRA inheritors should touch nothing until they understand the tax consequences, which can be irrevocable, says IRA expert Ed Slott.
Families need to 'play offense' when discussing the finances and health care of aging parents, says Fidelity's John Sweeney.
Single or joint?]; high-deductible health plans and HSA; additional concierge medical plans; life insurance for estate planning Pg 37: Nasdaq Comp 5,049 + in 12-18 months? Surpassing that 3/10/00 record is plausible and is only 9
scoring change has occurred in the estate planning field, but many people keep ..... going to the couple’s heirs. Estate planning for families with less than $10 ..... being used has changed. The New Estate Planning Plays Empowering Your Plan’s
2014 5 Keys to Retirement Investing special report. Jason Stipp: I'm Jason Stipp for Morningstar. A big part of estate planning is thinking about your investment portfolio and how that portfolio may need to transition to your spouse. Joining
week. Joining me to discuss the topic of estate planning and essential estate - planning documents is Deborah Jacobs. She is an estate - planning expert. Deborah, thank you so much for