Tag: Inheritances

Finance

The wealthy now have more time to avoid estate taxes

07/21/2022
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If your family has significant wealth, it’s now easier to avoid federal estate taxes, thanks to recent changes from the IRS. The IRS improved a strategy known as “portability,” used ...

Finance

Here are the do’s and don’ts, costs and options of estate planning

06/21/2022
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Jodi Jacobson | Getty Images You don’t have to be older and rich to do some estate planning. In fact, regardless of age and wealth, experts say virtually everyone should consider how they want t...

Finance

Sudden wealth can come with serious emotional and financial challenges

05/03/2022
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D-keine | E+ | Getty Images Money, for all the opportunities it affords, can be a major source of stress and anxiety if you’re not used to having it. Coming into sudden wealth, whether via inher...

Finance

Here’s how to settle your loved one’s estate after they pass away

03/24/2022
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Arya Akmal. left, with his father Khosrow and son Dmitry in December 2018 at the University of Maryland, College Park. Arya Akmal Settling an estate is not just for the rich. When a loved one dies, so...

Finance

If you’re getting remarried, here are key financial issues to consider

03/07/2022
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kali9 | E+ | Getty Images You may want to consider some financial issues before walking down the aisle again. When it comes to tackling those financial issues around remarriage, financial advisors rec...

Finance

When it comes to a will or estate plan, don’t just set it and forget it

03/01/2022
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Spanic | E+ | Getty Images There are some obvious triggers that might prompt you to update your will, such as changes in health or marital status. There are, however, also some not-so-obvious ones to ...