Opinion: We are in our 80s and want to transfer ownership of some homes to our children. How should we do this in a tax-advantageous way?
admin We are a couple in our 80s who have been retired since 1996. We have…
Read MoreEstate Planning
Didn’t win the Mega Millions jackpot? You still need an estate plan — here’s what to do
Whoever won that ginormous Mega Millions $1.337 billion jackpot needs some serious estate planning advice.…
Read MoreHow can we provide for our disabled daughter in our estate plan?
Q.: Hi Dan, Can a trust and/or a special needs trust be the beneficiary of…
Read More‘My brother has done nothing,’ but lays claim to my late father’s home. I’ve lived there since 2016. What should I do?
My father died in 2019 without a will in Ohio. He has property, and a…
Read MoreI want to refinance my mortgage, but I’m about to turn 70. Is it wise to refinance at my time of life?
I hope you can help me figure this out. I am 69 years old and…
Read MoreEven without the Mega Millions jackpot, you should probably have an estate tax return filed when you die
Estate planning isn’t top of mind for all Americans, especially when they don’t have millions…
Read MoreAre you a millennial? Your net worth has likely doubled since the pandemic began and the No. 1 emerging real-estate market in America is also the RV capital of the world
Hi, MarketWatchers. Don’t miss these top stories. Are you a millennial? Your net worth has…
Read MoreWe have $1.5 million we don’t intend to ever use in retirement – how do we invest it if we plan on giving it to our kids one day?
Dear MarketWatch, I’m 59 years old, and my wife is older (retired early). I will…
Read More‘He was infatuated with her’: My brother had a drinking problem and took his own life. He left $6 million to his former girlfriend who used to buy him alcohol
Last September, my older brother took his own life after living with depression. My brother…
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Opinion: Donor-advised funds like Fidelity’s are starving charities of the money they need
Once upon a time, charity in the United States meant pitching in to help a…
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