#trusts

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#inheritance
Retirement
from24/7 Wall St.
1 week ago

I have enough money coming to buy a house and pay for college at 19 - should I help my struggling family instead?

Inheritance can create significant family conflicts, overshadowing potential benefits.
from24/7 Wall St.
3 months ago
Miscellaneous

I'm 31 with a net worth of $4 million and my grandparents want to give me $5 million - should I have them direct the money to my kids instead?

Retirement
from24/7 Wall St.
1 week ago

I have enough money coming to buy a house and pay for college at 19 - should I help my struggling family instead?

Inheritance can create significant family conflicts, overshadowing potential benefits.
from24/7 Wall St.
3 months ago
Miscellaneous

I'm 31 with a net worth of $4 million and my grandparents want to give me $5 million - should I have them direct the money to my kids instead?

#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.
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.

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.
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.

#real-estate
NYC real estate
fromCurbed
1 month ago

Why Yes, Lots of Manhattan Buyers Are Being Funded by Their Parents

The majority of Manhattan home sales in 2024 involve trusts, reflecting the influence of family wealth on property purchases.
NYC real estate
fromNew York Post
1 month ago

More and more New Yorkers are inheriting homes from their wealthy parents - not buying them

In 2024, 28% of Manhattan home sales involved trusts, reflecting a shift towards gifting homes over traditional purchases.
NYC real estate
fromCurbed
1 month ago

Why Yes, Lots of Manhattan Buyers Are Being Funded by Their Parents

The majority of Manhattan home sales in 2024 involve trusts, reflecting the influence of family wealth on property purchases.
NYC real estate
fromNew York Post
1 month ago

More and more New Yorkers are inheriting homes from their wealthy parents - not buying them

In 2024, 28% of Manhattan home sales involved trusts, reflecting a shift towards gifting homes over traditional purchases.
fromIrish Independent
1 month ago

'How much inheritance tax will our son have to pay when we die?'

Maximizing the tax-free thresholds at the date of death is vital for limiting exposure to capital acquisitions tax, particularly for inheriting property.
Retirement
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