#estate-planning

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fromSFGATE
2 days ago

5 Key Things To Know About Getting Your Share When Parents Sell the Family Home

Adult children receiving proceeds from parents' home sale face emotional strain and complex financial decisions requiring clear parental intentions, open conversations, and careful planning.
fromSlate Magazine
5 days ago

My Husband Wants to Leave His Business to My Entitled Stepsons. I Have to Change His Mind.

My first marriage left me a wealthy widow where we had several vacation homes but sadly no children. My second husband has two adult sons and a thriving business that is basically his third child. Despite us both being retired, he is still very involved in the business. Neither of his sons ever showed interest in taking over, so my husband has been approaching his lifelong employee, "Mike," to take over.
Relationships
fromBusiness Insider
1 week ago

My partner's an impulsive spender while I'm a saver. I'm worried for our kids' future - how can I get through to him?

Impulsive spending habits can create financial insecurity in relationships and impact future generations.
#inheritance
fromSan Francisco Bay Times
3 weeks ago

Estate Planning Amid Government Instability: Secure Your Legacy in 2025 - San Francisco Bay Times

Government instability impacts estate planning, creating risks like unreliable courts, sudden law changes, economic uncertainty, and limited inheritance rights.
Relationships
fromIndependent
2 weeks ago

'I was engaged for 10 years but when my partner died, he left the house and farm to his nephew. Can I challenge the will?'

Communication about estate plans is crucial to avoid heartbreak after a partner's passing.
#family-dynamics
#wills
fromTechCrunch
1 month ago

Chime backer Lauren Kolodny bets on AI to revolutionize estate processing | TechCrunch

"I was shocked that this process was so hard. It's paper-driven. It's archaic. You're googling to-do lists that are not helpful. You're calling attorneys who might do a sliver of the work, and they cost thousands and thousands of dollars."
Venture
#inheritance-tax
fromSFGATE
3 months ago
Retirement

6 States Still Impose an Inheritance Tax on Real Estate-but 1 of Them Wants Out of the Game

fromSFGATE
3 months ago
Retirement

6 States Still Impose an Inheritance Tax on Real Estate-but 1 of Them Wants Out of the Game

Cryptocurrency
fromcointelegraph.com
1 month ago

The dead don't spend Bitcoin: How to set up a crypto inheritance plan (before it's too late)

Creating a comprehensive crypto inheritance plan is essential to prevent permanent loss of digital assets.
Public health
fromFuncheap
1 month ago

SF's Official Free 2025 Estate + Tax Planning Conference w/ 1-on-1 Tips (City College)

Financial empowerment for families is the focus of the August 16 event, featuring presentations and personalized support on property taxes and estate planning.
fromwww.nytimes.com
1 month ago

Questions About Death, Answered: Funeral Planning, End-of-Life Decisions and More

Managing the logistics after a death involves a series of practical steps such as transporting the body, obtaining death certificates, and planning a funeral service.
Public health
#trusts
from24/7 Wall St.
1 month ago
Retirement

We want to quietly set up a trust for our daughter without her knowing until she's 30 - what's the best way to do that?

fromBusiness Insider
3 months ago
SF parents

I split my $5 million assets equally between my child and stepchildren in my trust. Life is fleeting, and I want them all to be protected.

from24/7 Wall St.
1 month ago
Retirement

We want to quietly set up a trust for our daughter without her knowing until she's 30 - what's the best way to do that?

fromBusiness Insider
3 months ago
SF parents

I split my $5 million assets equally between my child and stepchildren in my trust. Life is fleeting, and I want them all to be protected.

fromBusiness Insider
1 month ago

I've saved $100,000 for each of my 2 children for college. Here's how I did it and what I could've done differently.

Utilizing 529 plans and custodial Roth IRAs is a strategic approach to save for children's college education.
fromAdvocate.com
1 month ago

Chronic but not powerless, why your estate plan deserves a seat at the doctor's office

Most people avoid estate planning because it feels like preparing for death. But if you're living with a chronic condition, it's not about dying - it's about staying in charge.
Health
LGBT
fromSan Francisco Bay Times
1 month ago

Pride and Protection: Estate Planning for LGBTQ+ Families in 2025 - San Francisco Bay Times

Estate planning is crucial for LGBTQ+ families to ensure legal rights and protect chosen family relationships.
from24/7 Wall St.
1 month ago

My Dad Died with No Estate - Why Does the IRS Keep Asking for Money?

IRS debt can survive a person but typically cannot be collected from family without inherited assets.
Surviving family members are generally not liable for the deceased's tax debt if no estate exists.
fromFortune
2 months ago

Non-financial inheritances: When you plan your estate, beware of this common oversight

"If you don't have the proper documents in place ... those gaps can really cause disagreements amongst family members," says Capaldo.
Digital life
fromSFGATE
2 months ago

What Average Homeowners Can Learn About Family Trusts by Following Jimmy Buffett's $274 Million Estate Battle

Estate planning involves not just assets but also managing family dynamics to prevent disputes.
fromInc
2 months ago

5 Ways Entrepreneurs Are Rethinking SEO Amid the Rise of GenAI

Founders agree that finding the SEO equivalent for AI is the future of marketing, as more consumers take their queries to AI agents instead of search engines.
Marketing tech
#artificial-intelligence
Parenting
fromBusiness Insider
2 months ago

I work for an estate planning company. Here's how I talk to my daughter in a non-morbid way about what happens if I die.

Parents should start discussing estate planning with their children early to normalize the topic and alleviate future uncertainties.
from24/7 Wall St.
2 months ago

What Happens to a 401k When You Die? - Insight Needed After My Sister-in-Law's Passing

The handling of 401-K accounts after a death can be complex due to HR protocols and requires proper documentation and professional advice.
Brooklyn
fromBKReader
2 months ago

How Families Can Protect Their Assets for the Future

Protecting assets is essential for family stability and can safeguard against unexpected economic shifts.
Retirement
from24/7 Wall St.
2 months ago

Is Leaving Your Children Out of Your Will the Right Choice?

Estate planning is crucial as retirement approaches, especially when family dynamics complicate decisions on wealth distribution.
from24/7 Wall St.
3 months ago

Is My Dad's $15K 401(k) Tax Bill Actually My Problem?

Dealing with added financial liabilities upon the passing of a loved one can feel like a few ounces of salt poured into one's deep wound.
Retirement
#retirement-planning
from24/7 Wall St.
3 months ago
Retirement

3 Game-Changing Questions to Ask Before You Retire

Retirement requires careful planning beyond finances; location and lifestyle should also be considered.
Retirement
from24/7 Wall St.
4 months ago

These Are the Biggest Retirement Mistakes Social Security Can't Fix

Retirement planning must encompass more than Social Security for true security and comfort.
Retirement
from24/7 Wall St.
4 months ago

These Are the Biggest Retirement Mistakes Social Security Can't Fix

Retirement planning must encompass more than Social Security for true security and comfort.
London food
fromSFGATE
3 months ago

Liam Payne Left Behind $32.2 Million Estate When He Died-Including Enormous UK Mansion-but Did Not Have a Will

Liam Payne's death leaves a $32.2 million fortune without a will, complicating the inheritance process.
fromLondon Business News | Londonlovesbusiness.com
3 months ago

How to budget for what happens after you're gone - London Business News | Londonlovesbusiness.com

Consider how your passing will affect your loved ones financially.
Plan for funeral and living costs to ease family burdens.
Investing in life insurance is crucial for future financial security.
Handle estate plans wisely to manage asset distribution effectively.
fromSan Francisco Bay Times
3 months ago

Probate Horror Stories: Lessons You Don't Want to Learn the Hard Way - San Francisco Bay Times

Effective estate planning through living trusts can prevent the costly and lengthy probate process for families.
fromTechCrunch
4 months ago

Mystery will may reveal Zappos founder's final wishes | TechCrunch

Hsieh reportedly crafted the will to create a 'WOW factor' for beneficiaries, wanting them to 'live in the wow.'
Silicon Valley real estate
fromwww.mercurynews.com
4 months ago

Asking Eric: I signed a prenup, and now I'm resenting this situation

Consider consulting an attorney to clarify your prenup and explore your husband's estate planning obligations.
Retirement
from24/7 Wall St.
4 months ago

Creating a 'Death File': How I Prepared My Family for the Inevitable

Preparing for death can ease the burden on loved ones.
Creating a 'death file' helps organize essential documents.
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