The Estate Taxes Catching Americans by Surprise

[ad_1] Seventeen states and the District of Columbia have estate or inheritance taxes or both. The rules can change from year to year. [ad_2] Source link

Your Will Alone Won’t Guarantee Your Money Goes to Your Heirs

[ad_1] Sept. 30, 2023 9:00 pm ET Listen to article (2 minutes) When Dr. James Rocconi’s third wife left him, he rushed to update his will and other estate-planning documents…

The Moves Wealthy Families Are Making to Skirt Estate Taxes

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What Happens if You Die Without a Will? It Depends

[ad_1] Despite potentially devastating consequences for their heirs, millions of Americans still haven’t written a will.  While the total real wealth of households has tripled over the last three decades…

How to ease your kids into estate planning

[ad_1] When parents talk with their kids at the dinner table, estate planning probably doesn’t come up. But considering we aren’t immortal, it should. It’s worth having age-appropriate conversations to…

The Biggest Mistakes People Make With Their Wills

[ad_1] Journal Reports: Wealth Management What to Know About RMDs and Retirement Planning By Glenn Ruffenach November 27, 2022 at 3:00 PM ET People planning for retirement need a game…

Big Changes to 401(k) Retirement Plans Move Ahead in Congress

[ad_1] Listen to article (2 minutes) Congress is on the verge of passing a bill that aims to help Americans save more for retirement and leave their retirement savings untouched…