Beneficiary designations in estate planning
It allows clients to pass assets to beneficiaries in a controlled manner while still maintaining ownership when they’re…
‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?
Question: “Why would someone pay money for a financial adviser when you can just buy an ETF or…
Cash Balance Plans, Trusts, and the $1 Million Debate
In this episode, we talk through big-money topics like cash balance plans, revocable trusts, and what peak spending…
Tax Office imposes death tax on family homes by stealth
Matthew Burgess, director of View Legal, said overall TD2026/D1 is a helpful summary of key rules in this…
‘We’re not happy.’ My wife and I are retired in Wisconsin with two pensions and $75K+ annual income. But our retirement funds dropped $45K this year. Help.
Question: “My wife and I are both retired in Wisconsin and we’re both collecting Social Security. I have…
American Billionaire Sues Taiwan Relatives Over Handling Of Family Trusts
“I think he expected to live to a hundred,” Walter Wang says about his famous father Y.C. Wang…
If you want your kids bypass probate when you die, here are 5 assets to avoid putting in a living trust
Shutterstock Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. If…
Social Security Old-Age and Survivors trust fund could run out of money sooner than expected, senator warns – MarketWatch
Social Security Old-Age and Survivors trust fund could run out of money sooner than expected, senator warns MarketWatchTrump’s megabill…
Do you need a trust for your family assets? Probably not – The Prosperity Project
He says many trusts like that were set up by couples in long-term marriages, working in low-risk jobs,…