Saturday, July 17, 2021 By Paul Caron 2.7kShares Following up on my previous posts (links below): Chronicle of Philanthropy, New Study...

https://youtu.be/QLg_eMVOce0?t=3

Denise ApplebyContributorRetirement Designated beneficiaries who inherit retirement accounts in 2019 get a one-year extension to...

Monday, May 10, 2021 By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport On May 5, the House...

May 14, 2021, 3:00 AM Gifts of securities or cash from a U.S. tax resident to a French tax resident may be exempt from French gift tax up...

APRIL 28, 2021 • STATEMENTS AND RELEASES Today, President Biden announced the American Families Plan, an investment in our kids, our...

Jay AdkissonContributor Personal Finance I cover Wealth Preservation in its legal permutations At least once a month, I get a call from...

Robert W. WoodContributor Taxes Worth an estimated $700 million, former Zappos CEO Tony Hsieh reportedly died without a will. Reports...

Mar 1st, 2021 by jblankenship. So – you’ve reached that magic age, 72 (used to be 70½), and now you’ve got to begin taking the dreaded...

Bob CarlsonSenior Contributor Retirement More than a year has passed since the Setting Every Community Up for Retirement Enhancement...

February 8, 2021/in Administration of Trust, Fiduciary Discretion, Fiduciary Duties, Fiduciary Litigation, Trustee/ by Richard Kiely As...

Christine FletcherContributor Retirement Estate planning attorneys were inundated at the end of 2020 with year-end gifting. Many people...

Riding out the pandemic with family presents the perfect chance to lay it all out: priorities, account balances, end-of-life directives. ...

RPTE Probate & Property September/October 2020, Vol. 34, No. 5 By Jessica Galligan Goldsmith, David Choi, Loretta A. Ippolito, Christiana...

Sonya Thadhani MughalForbes Councils Member Forbes Finance CouncilCOUNCIL POST| Membership (fee-based) Money In the world of financial...

Randall, son of Johnny, gave his sister Twyla a 23 and Me ancestry kit as a gift in order to learn more about their genes. The gift came...

In homes across the U.S., families increasingly know someone who has been sick or hospitalized with COVID-19. The death toll passed a...

Russel Morgan08:20am EDT Estate Planning & Probate Lawyer. Founder of Morgan Legal Group, P.C. Represents individuals & major...

Christine FletcherContributorRetirement I write about successfully managing your trusts and estate. If you have updated your estate plan...

Ashlea EbelingSenior ContributorPersonal Finance The IRS warns about the top 12 taxpayer scams. Tax season is finally over, unless you...