#estate-planning

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#retirement-planning
Retirement
from24/7 Wall St.
3 weeks 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.
from24/7 Wall St.
3 days ago
Retirement

3 Game-Changing Questions to Ask Before You Retire

Retirement requires careful planning beyond finances; location and lifestyle should also be considered.
fromSan Francisco Bay Times
4 months ago
SF LGBT

Estate Planning Resolutions for 2025 - San Francisco Bay Times

The beginning of the year is key for updating your estate plan and setting resolutions for 2025.
Retirement
from24/7 Wall St.
3 weeks 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.
from24/7 Wall St.
3 days ago
Retirement

3 Game-Changing Questions to Ask Before You Retire

Retirement requires careful planning beyond finances; location and lifestyle should also be considered.
fromSan Francisco Bay Times
4 months ago
SF LGBT

Estate Planning Resolutions for 2025 - San Francisco Bay Times

The beginning of the year is key for updating your estate plan and setting resolutions for 2025.
more#retirement-planning
#inheritance
Retirement
from24/7 Wall St.
2 months ago

My Sister Wants a Share of My $4 Million Retirement, What Are My Options?

Inheritance can lead to family conflict when siblings are treated unequally, highlighting the importance of open conversations about estate planning.
Retirement
from24/7 Wall St.
2 months ago

Leave a Legacy, Not a Mess: Why Every Retiree Needs an Estate Plan

Thoughtful estate planning prevents burdensome processes like probate for heirs.
Using a trust instead of a will can save time and protect privacy.
Parenting
from24/7 Wall St.
2 months ago

I'm 63 and my children and grandchildren have greatly disappointed me and I don't want to leave them any inheritance

Inheritance decisions are personal and not obligatory to family members.
Without a clear estate plan, assets may go to relatives by default.
Real estate
from24/7 Wall St.
2 months ago

My deadbeat uncle is squatting in a house I inherited - should we evict him?

Inheritance disputes can lead to conflicts among heirs, particularly when one party refuses to leave inherited property.
Retirement
from24/7 Wall St.
2 months ago

My brother died leaving me the sole beneficiary of his 401(k) - should I feel pressured to share the money with my siblings?

Beneficiaries of a 401(k) are not obligated to share their inheritance.
Open estate planning discussions can mitigate familial tensions over inheritance.
Retirement
from24/7 Wall St.
2 months ago

One of our kids is rich, the other isn't - how should we divide our estate so its fair?

The Redditor is considering an unequal inheritance distribution for his two children, weighing fairness against avoiding future resentment.
Retirement
from24/7 Wall St.
2 months ago

My Sister Wants a Share of My $4 Million Retirement, What Are My Options?

Inheritance can lead to family conflict when siblings are treated unequally, highlighting the importance of open conversations about estate planning.
Retirement
from24/7 Wall St.
2 months ago

Leave a Legacy, Not a Mess: Why Every Retiree Needs an Estate Plan

Thoughtful estate planning prevents burdensome processes like probate for heirs.
Using a trust instead of a will can save time and protect privacy.
Parenting
from24/7 Wall St.
2 months ago

I'm 63 and my children and grandchildren have greatly disappointed me and I don't want to leave them any inheritance

Inheritance decisions are personal and not obligatory to family members.
Without a clear estate plan, assets may go to relatives by default.
Real estate
from24/7 Wall St.
2 months ago

My deadbeat uncle is squatting in a house I inherited - should we evict him?

Inheritance disputes can lead to conflicts among heirs, particularly when one party refuses to leave inherited property.
Retirement
from24/7 Wall St.
2 months ago

My brother died leaving me the sole beneficiary of his 401(k) - should I feel pressured to share the money with my siblings?

Beneficiaries of a 401(k) are not obligated to share their inheritance.
Open estate planning discussions can mitigate familial tensions over inheritance.
Retirement
from24/7 Wall St.
2 months ago

One of our kids is rich, the other isn't - how should we divide our estate so its fair?

The Redditor is considering an unequal inheritance distribution for his two children, weighing fairness against avoiding future resentment.
more#inheritance
#family-dynamics
SF parents
from24/7 Wall St.
2 months ago

It's Been 15 Years and My Deceased Sister's 401(k) Still Isn't Settled. What Gives?

Premature death without a will complicates estate matters and communication among relatives.
Beneficiaries must be proactive to prevent legal complications over inherited assets.
fromwww.mercurynews.com
1 week ago
Relationships

Asking Eric: My sister wants me to have a baby and raise it in her cult

Establishing boundaries and seeking legal advice is crucial for avoiding toxic family dynamics.
fromPsychology Today
2 weeks ago
Retirement

Estate Planning for Families in Conflict

Use a soft-close approach to ease into hard estate planning talks.
Explain your choices to avoid hurt or confusion.
Get buy-in from trusted individuals for big responsibilities.
Review your estate plan regularly to reflect life changes.
from24/7 Wall St.
4 months ago
Miscellaneous

My mom has terminal cancer and is leaving me $450k in her 401(k) - I don't know what to do with it

Families must prepare legal and financial matters in advance when a loved one faces a terminal illness.
SF parents
from24/7 Wall St.
2 months ago

It's Been 15 Years and My Deceased Sister's 401(k) Still Isn't Settled. What Gives?

Premature death without a will complicates estate matters and communication among relatives.
Beneficiaries must be proactive to prevent legal complications over inherited assets.
fromwww.mercurynews.com
1 week ago
Relationships

Asking Eric: My sister wants me to have a baby and raise it in her cult

Establishing boundaries and seeking legal advice is crucial for avoiding toxic family dynamics.
fromPsychology Today
2 weeks ago
Retirement

Estate Planning for Families in Conflict

Use a soft-close approach to ease into hard estate planning talks.
Explain your choices to avoid hurt or confusion.
Get buy-in from trusted individuals for big responsibilities.
Review your estate plan regularly to reflect life changes.
from24/7 Wall St.
4 months ago
Miscellaneous

My mom has terminal cancer and is leaving me $450k in her 401(k) - I don't know what to do with it

Families must prepare legal and financial matters in advance when a loved one faces a terminal illness.
more#family-dynamics
#trusts
fromIntelligencer
3 months ago
Parenting

The Sneaky Ways Parents Transfer Money to Their Adult Children

Wealthy parents face IRS limits on gift giving but can utilize strategies like trusts and below-market loans to transfer assets.
fromwww.nytimes.com
1 week ago
Retirement

Why Designated Beneficiaries Are Key to Your Estate Planning

Having a will and properly designated beneficiaries simplifies estate distribution and avoids complications during asset management.
fromBusiness Insider
2 weeks 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.

Wenjay Sung created a trust for his stepchildren and biological child to prevent probate issues.
fromBusiness Insider
1 month ago
Women

We won't know who gets Gene Hackman's reported $80 million fortune unless his 3 kids contest his will

Gene Hackman's estate may remain private unless contested since he entrusted it to his wife, Betsy Hackman, as successor trustee.
fromEntrepreneur
4 months ago
Miscellaneous

How I Secured My Family's Financial Future Through a Trust | Entrepreneur

Trusts can ensure your assets benefit future generations and avoid probate and estate taxes.
Creating a trust helps maintain privacy, efficiency, and growth of wealth.
fromSan Francisco Bay Times
5 months ago
SF LGBT

Year-End Estate Planning Checklist: What to Update Before 2025 - San Francisco Bay Times

Regularly update your estate plan annually to reflect significant life changes and current wishes.
fromIntelligencer
3 months ago
Parenting

The Sneaky Ways Parents Transfer Money to Their Adult Children

Wealthy parents face IRS limits on gift giving but can utilize strategies like trusts and below-market loans to transfer assets.
fromwww.nytimes.com
1 week ago
Retirement

Why Designated Beneficiaries Are Key to Your Estate Planning

Having a will and properly designated beneficiaries simplifies estate distribution and avoids complications during asset management.
fromBusiness Insider
2 weeks 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.

Wenjay Sung created a trust for his stepchildren and biological child to prevent probate issues.
fromBusiness Insider
1 month ago
Women

We won't know who gets Gene Hackman's reported $80 million fortune unless his 3 kids contest his will

Gene Hackman's estate may remain private unless contested since he entrusted it to his wife, Betsy Hackman, as successor trustee.
fromEntrepreneur
4 months ago
Miscellaneous

How I Secured My Family's Financial Future Through a Trust | Entrepreneur

Trusts can ensure your assets benefit future generations and avoid probate and estate taxes.
Creating a trust helps maintain privacy, efficiency, and growth of wealth.
fromSan Francisco Bay Times
5 months ago
SF LGBT

Year-End Estate Planning Checklist: What to Update Before 2025 - San Francisco Bay Times

Regularly update your estate plan annually to reflect significant life changes and current wishes.
more#trusts
#family-support
fromLondon Business News | Londonlovesbusiness.com
2 weeks ago
Retirement

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.
from24/7 Wall St.
1 month ago
Retirement

How to Create a 'Death File' to Support Your Family in Difficult Times

Creating a death file is essential for simplifying the process for loved ones after death.
fromLondon Business News | Londonlovesbusiness.com
2 weeks ago
Retirement

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.
from24/7 Wall St.
1 month ago
Retirement

How to Create a 'Death File' to Support Your Family in Difficult Times

Creating a death file is essential for simplifying the process for loved ones after death.
more#family-support
fromHackernoon
2 years ago
Artificial intelligence

5 Predictions for the Future of AI in Estate Planning | HackerNoon

AI is set to revolutionize estate planning through improved document generation, asset valuation, and ongoing legal monitoring.
Retirement
from24/7 Wall St.
3 weeks 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.
#wills
fromBusiness Matters
1 month ago
Digital life

Digital assets and wills: what happens to your online accounts when you die?

Digital assets need to be included in estate planning to avoid complications after death.
fromNew York Post
2 months ago
NYC parents

Gene Hackman's kids not mentioned in his will - here's what could happen to his $80M fortune

Gene Hackman's fortune is reportedly not going to his children as he excluded them from his will.
fromIndependent
5 months ago
Miscellaneous

Left out of daddy's will? What you need to know about contesting a will and the costs involved

Contesting a will can be complex; weigh potential benefits against diverse costs before proceeding.
fromBusiness Matters
1 month ago
Digital life

Digital assets and wills: what happens to your online accounts when you die?

Digital assets need to be included in estate planning to avoid complications after death.
fromNew York Post
2 months ago
NYC parents

Gene Hackman's kids not mentioned in his will - here's what could happen to his $80M fortune

Gene Hackman's fortune is reportedly not going to his children as he excluded them from his will.
fromIndependent
5 months ago
Miscellaneous

Left out of daddy's will? What you need to know about contesting a will and the costs involved

Contesting a will can be complex; weigh potential benefits against diverse costs before proceeding.
more#wills
#inheritance-disputes
from247wallst.com
4 months ago
Miscellaneous

My sister manipulated my mom to pay off her $33k credit card debt before she died. How can I deduct that from her inheritance?

Financial support to one sibling over another can lead to disputes and strained relationships among family members.
fromBrooklyn Eagle
1 month ago
NYC politics

Brooklyn Columbian Lawyers' April CLE tackles 'Estate Battles and Guardianship Nightmares'

Blended families present unique legal challenges in estate battles and guardianship issues requiring nuanced approaches.
from247wallst.com
4 months ago
Miscellaneous

My sister manipulated my mom to pay off her $33k credit card debt before she died. How can I deduct that from her inheritance?

Financial support to one sibling over another can lead to disputes and strained relationships among family members.
fromBrooklyn Eagle
1 month ago
NYC politics

Brooklyn Columbian Lawyers' April CLE tackles 'Estate Battles and Guardianship Nightmares'

Blended families present unique legal challenges in estate battles and guardianship issues requiring nuanced approaches.
more#inheritance-disputes
#gene-hackman
fromwww.mercurynews.com
1 month ago
SF parents

Gene Hackman left children money in trusts, report says

Gene Hackman's children are not estranged and were in regular contact before his death, countering speculation of a legal dispute over his estate.
fromABC7 Los Angeles
1 month ago
NYC politics

New details about Gene Hackman's death could impact his estate

New details in the deaths of Gene Hackman and Betsy Arakawa may influence estate handling due to updated timelines of their passing.
fromwww.mercurynews.com
1 month ago
SF parents

Gene Hackman left children money in trusts, report says

Gene Hackman's children are not estranged and were in regular contact before his death, countering speculation of a legal dispute over his estate.
fromABC7 Los Angeles
1 month ago
NYC politics

New details about Gene Hackman's death could impact his estate

New details in the deaths of Gene Hackman and Betsy Arakawa may influence estate handling due to updated timelines of their passing.
more#gene-hackman
fromwww.cbc.ca
1 month ago
Canada news

Canadian director Norman Jewison's sons alleged his wife cut off contact, coerced him to change his will | CBC News

Allegations of elder abuse and family conflict emerged following director Norman Jewison's passing, highlighting common issues faced when dealing with elderly loved ones' estates.
#probate
Real estate
fromSFGATE
2 months ago

What Is a Lady Bird Deed and Why Does Suze Orman Recommend Homeowners Look Into One?

Understanding the options for transferring property upon death is crucial for homeowners.
Lady bird deeds offer a simple probate-avoidance option for transferring ownership.
from24/7 Wall St.
5 months ago
Miscellaneous

This Is How The Wealthy Plan For Death, But Anyone Can Do It

Everyone with assets should consult a lawyer to create a trust or will to avoid probate and ensure tax-efficient asset transfer.
fromSan Francisco Bay Times
1 month ago
SF LGBT

The Hidden Benefits of a Living Trust (and Why It's Important for Every Family) - San Francisco Bay Times

A living trust provides significant advantages over a will, especially for diverse family units seeking privacy and control over asset distribution.
Real estate
fromSFGATE
2 months ago

What Is a Lady Bird Deed and Why Does Suze Orman Recommend Homeowners Look Into One?

Understanding the options for transferring property upon death is crucial for homeowners.
Lady bird deeds offer a simple probate-avoidance option for transferring ownership.
from24/7 Wall St.
5 months ago
Miscellaneous

This Is How The Wealthy Plan For Death, But Anyone Can Do It

Everyone with assets should consult a lawyer to create a trust or will to avoid probate and ensure tax-efficient asset transfer.
fromSan Francisco Bay Times
1 month ago
SF LGBT

The Hidden Benefits of a Living Trust (and Why It's Important for Every Family) - San Francisco Bay Times

A living trust provides significant advantages over a will, especially for diverse family units seeking privacy and control over asset distribution.
more#probate
#inheritance-tax
fromBusiness Matters
1 month ago
Intellectual property law

Inheritance tax receipts surge to 7 billion in just ten months, says HMRC

Inheritance tax receipts are rising significantly, indicating more estates are becoming liable as housing prices increase.
Current thresholds for inheritance tax have remained unchanged, leading to more estates facing taxation.
Effective estate planning is becoming complex due to shrinking reliefs and rising asset values.
fromYahoo Finance
6 months ago
Miscellaneous

The inheritance tax rules you need to know to avoid paying a bill

Pensions will be subject to inheritance tax starting in 2027, affecting estate planning for families.
fromLondon Business News | Londonlovesbusiness.com
5 months ago
Miscellaneous

Farmers fearful of inheritance tax rises can act now to protect their legacy for the next generation - London Business News | Londonlovesbusiness.com

Farmers should proactively address potential increased Inheritance Tax liabilities stemming from changes to Agricultural Property Relief, effective from April 2026.
fromBusiness Matters
1 month ago
Intellectual property law

Inheritance tax receipts surge to 7 billion in just ten months, says HMRC

Inheritance tax receipts are rising significantly, indicating more estates are becoming liable as housing prices increase.
Current thresholds for inheritance tax have remained unchanged, leading to more estates facing taxation.
Effective estate planning is becoming complex due to shrinking reliefs and rising asset values.
fromYahoo Finance
6 months ago
Miscellaneous

The inheritance tax rules you need to know to avoid paying a bill

Pensions will be subject to inheritance tax starting in 2027, affecting estate planning for families.
fromLondon Business News | Londonlovesbusiness.com
5 months ago
Miscellaneous

Farmers fearful of inheritance tax rises can act now to protect their legacy for the next generation - London Business News | Londonlovesbusiness.com

Farmers should proactively address potential increased Inheritance Tax liabilities stemming from changes to Agricultural Property Relief, effective from April 2026.
more#inheritance-tax
Retirement
from24/7 Wall St.
2 months ago

After Becoming Fantastically Wealthy in Our 30s, Ready to Retire, My Wife Wants to Divorce

Financial independence can be achieved much earlier than average, but personal circumstances can significantly impact those plans.
The Redditor's unexpected divorce highlights the importance of financial and legal planning, particularly in high-stakes situations.
#wealth-transfer
fromFortune
5 months ago
Miscellaneous

Why a money talk could be the 'best gift you give your family' this holiday season

Discussing finances during family gatherings can promote essential understanding of wealth transfer and financial planning.
fromEntrepreneur
3 months ago
Miscellaneous

Many Boomers Hesitant to Transfer Wealth: Charles Schwab | Entrepreneur

Boomers prefer to use their wealth for enjoyment during their lifetime, unlike younger generations who lean towards wealth sharing.
fromFortune
5 months ago
Miscellaneous

Why a money talk could be the 'best gift you give your family' this holiday season

Discussing finances during family gatherings can promote essential understanding of wealth transfer and financial planning.
fromEntrepreneur
3 months ago
Miscellaneous

Many Boomers Hesitant to Transfer Wealth: Charles Schwab | Entrepreneur

Boomers prefer to use their wealth for enjoyment during their lifetime, unlike younger generations who lean towards wealth sharing.
more#wealth-transfer
#financial-advice
Miscellaneous
from24/7 Wall St.
6 months ago

Suze Orman says this "insanely important and impactful bit of advice" can be done in just 30 minutes

Creating a will and other estate planning documents is essential to protect loved ones and avoid legal complexities.
Over half of Americans die without a will, leading to probate issues.
from24/7 Wall St.
4 months ago
Miscellaneous

My parents want to disperse $200k of her inheritance early to my sister. I don't think this is fair at all - what can I tell them to reconsider?

Unequal financial treatment among siblings can create conflict.
Honest communication about financial matters is necessary to prevent disputes.
Any early asset distributions should be clearly accounted for in estate planning.
Miscellaneous
from24/7 Wall St.
6 months ago

Suze Orman says this "insanely important and impactful bit of advice" can be done in just 30 minutes

Creating a will and other estate planning documents is essential to protect loved ones and avoid legal complexities.
Over half of Americans die without a will, leading to probate issues.
from24/7 Wall St.
4 months ago
Miscellaneous

My parents want to disperse $200k of her inheritance early to my sister. I don't think this is fair at all - what can I tell them to reconsider?

Unequal financial treatment among siblings can create conflict.
Honest communication about financial matters is necessary to prevent disputes.
Any early asset distributions should be clearly accounted for in estate planning.
more#financial-advice
fromFortune
5 months ago
Miscellaneous

Why millennials and Gen Z should have an estate plan

Estate planning benefits individuals of all ages and asset levels, especially young adults starting their financial journey.
fromBusiness Matters
6 months ago
Miscellaneous

Montreal Insurance: Protecting Your Business, Family, and Legacy

Building wealth is only half the battle; protecting it, especially with life insurance, is equally crucial.
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