There are numerous estate planning tactics that may work for people in a variety of different circumstances. For those with significant personal resources, their main concerns when estate planning may include a desire to have a positive impact on their chosen...
Many people preparing for retirement or enjoying their first few years out of the workforce have to make careful financial plans for the future. Concerns about estate taxes or your future eligibility for Medicaid might require that you reduce what property you hold in...
Estate planning is often about family legacy. In many cases, this means taking the assets you’ve worked hard to obtain and using them to better the lives of those you love. Sometimes, simply giving that person a thoughtful gift seems like the simplest method. But will...
Investing in individual stocks can diversify your financial portfolio. Warren Buffett’s four principles are to look for shares in a business you understand with good long-term prospects, operated by competent and honest people and at an attractive price.This...
The estate tax is a resilient part of the U.S. tax code. Despite calls to abolish the so-called federal “death tax,” it remains. An increase in the gift tax exemption from $5.49 million to $11.2 million (double this figure for couples), however, means...
