#estate-planning

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#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.
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.
from24/7 Wall St.
2 months ago
Retirement

My stepmom stole our inheritance without telling us and now we want to reclaim it - are we being too harsh?

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.
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.
from24/7 Wall St.
2 months ago
Retirement

My stepmom stole our inheritance without telling us and now we want to reclaim it - are we being too harsh?

more#family-dynamics
#inheritance-tax
fromSFGATE
4 days ago
Retirement

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

fromSFGATE
4 days ago
Retirement

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

more#inheritance-tax
#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 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.
more#inheritance
#retirement-planning
Retirement
from24/7 Wall St.
1 month 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.
1 month 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.
more#retirement-planning
#trusts
fromBusiness Insider
3 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.

from24/7 Wall St.
4 months ago
Miscellaneous

I have a $5.3 million net worth and have $750k retirement saved up - is it time for me to get an estate attorney?

fromBusiness Insider
3 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.

from24/7 Wall St.
4 months ago
Miscellaneous

I have a $5.3 million net worth and have $750k retirement saved up - is it time for me to get an estate attorney?

more#trusts
#family-support
more#family-support
fromTechCrunch
1 month 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
fromHackernoon
2 years ago

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

AI-powered legal research tools can analyze vast amounts of case law and legislative updates, ensuring estate planners remain informed of the latest changes impacting their strategies.
Artificial intelligence
Retirement
from24/7 Wall St.
1 month 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
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?

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?

more#inheritance-disputes
#gene-hackman
more#gene-hackman
fromwww.cbc.ca
1 month ago

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

"It is the culmination of Respondent's progressive isolation and control of Mr. Jewison that, alongside the replacement of his longtime financial and legal advisers and uncharacteristic changes to his estate plan, are telltale signs of elder abuse."
Canada news
#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.
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.
more#probate
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.
SF real estate
fromSFGATE
2 months ago

The Trick To Avoid Paying Capital Gains Tax on Your Second Home

Without an estate plan, selling a second home could lead to significant capital gains tax liabilities.
#wills-and-trusts
more#wills-and-trusts
fromLondon Business News | Londonlovesbusiness.com
3 months ago

Global citizenship: Navigating the complexities of multi-jurisdictional wealth - London Business News | Londonlovesbusiness.com

'Preparation is key when navigating the complexities of tax obligations associated with international estate planning and foreign investments.'
Miscellaneous
#wealth-transfer
fromFortune
5 months ago
Miscellaneous

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

fromFortune
5 months ago
Miscellaneous

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

more#wealth-transfer
from24/7 Wall St.
4 months ago

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?

Treating siblings unequally from a financial standpoint can lead to significant conflict. Honest family discussions are essential to avoid hard feelings and ensure fairness.
Miscellaneous
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