What fresh shenanigans and money dilemmas enthralled readers in 2022? Another year of broken promises, dodgy dealings and moving letters about how to get back on one’s feet after divorce, Read more
Tag: Estate Planning
5 things you can learn from this book about the people who make death their life’s work
What happens when people die is often glossed over. Yet as the adage goes, death is one of life’s few certainties. Journalist Hayley Campbell in her new book, “All the Living and Read more
Technology stocks tumble — this is how you will know when to buy them again
This has been a brutal year for Big Tech, as you can see in the chart below, with Meta Platforms META, +1.29% leading the way. Shares of the Facebook holding Read more
Opinion: This easy, free iPhone hack could be the most important estate planning move you make
You might think the most valuable things you have on your iPhone to leave behind after you die are your photos that are (hopefully) backed up in the cloud. But Read more
Chicago man’s $11 million estate going to 119 distant cousins who never knew him
An unmarried Chicago man with no children, no living siblings, and no nieces or nephews quietly accumulated an $11 million estate over a long life, in large part through mutual-fund Read more
How do you pass along wealth? Start with a conversation.
Talking about money and death can be awkward, and family dynamics can make it even trickier, which is why so many families downplay or ignore estate planning resulting in hurt Read more
Opinion: Don’t have $13 million? The lifetime estate- and gift-tax exemptions for 2023 still matter to you.
The wealthiest families in the U.S. will get a bit of inflation-adjusted relief from the IRS in 2023, with the lifetime estate-tax exemption increasing to $12.9 million for individuals, up Read more
‘We have no children’: My attorney says avoid probate. Should I put my $850K estate in a trust, and split it between family and charity?
Dear Quentin, My husband and I are in our early 40s, and we recently met with an attorney to begin estate planning. We now have assets worth $850,000 that we Read more
‘You’ll leave a mess and they won’t think as highly of you.’ Dying without a will is the ultimate selfish act.
There are many reasons why otherwise responsible adults do not make a will. They’re too busy, put off by the perceived cost, or unwilling to ponder their own death. Financial Read more
Get your advance directives in order — it’s easier than you think
There are some thorny tasks that everyone knows they should tackle. Every so often, they think, “I should do this.” Then they don’t. Take advance directives. You’ve surely heard that Read more