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Category Estate Planning

Kiplinger • 03/05/2026 • Free

The 5 W's of a Successful Estate Planning-Focused Family Meeting, From a Wealth Adviser

Effective family meetings improve communication and decision-making in estate planning, potentially preserving wealth and reducing costly legal disput...

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Kiplinger • 02/05/2026 • Free

The 4 Estate Planning Documents Every High-Net-Worth Family Needs (Not Just a Will)

Maintaining up-to-date and readily accessible estate planning documents is crucial for high-net-worth families to effectively manage asset distributio...

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Kiplinger • 02/02/2026 • Free

The Key to a Successful Transition When Selling Your Business: Start the Process Sooner Than You Think You Need To

Beginning the preparation for selling your business well in advance allows for better management of tax implications, estate considerations, family go...

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CNBC Business • 01/03/2026 • Free

Estate planning helps 'forestall bad outcomes,' author says — you need some key documents even at age 18

Having a comprehensive estate plan with essential documents is important at any age to protect your financial interests and ensure your wishes are res...

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Business Insider Markets • 12/26/2025 • Limited Free

Analysis Shows Living Trusts Fail to Prevent Creditor Access Without Offshore Asset Protection, Legal Supplements

A recent study indicates that without additional legal measures or international asset protection, conventional living trusts may not effectively safe...

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Kiplinger • 12/16/2025 • Free

Your Year-End Tax and Estate Planning Review Just Got Urgent

As 2025 draws to a close, adapting your financial strategies to evolving tax regulations and shifting interest rates is crucial for optimizing your ov...

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CNBC Business • 12/06/2025 • Free

Why your crypto wealth may never make it to the next generation

Many cryptocurrency holders encounter complex legal and financial challenges that can prevent their digital investments from being smoothly transferre...

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Kiplinger • 10/24/2025 • Free

Backdoor Roth IRAs: Help Your Kids Keep More of Their Inheritance

Utilizing a backdoor Roth IRA strategy allows individuals to transfer assets in a way that potentially reduces tax burdens for beneficiaries, providin...

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City A.M. • 09/24/2025 • Free

High net worths rejig estates as inheritance tax overhaul looms

Affluent individuals are adjusting their estate strategies in anticipation of upcoming Budget reforms, aiming to minimize potential tax liabilities am...

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CoinDesk • 07/25/2025 • Free

Bitcoin Rebounds After Galaxy Completes Sale of $9B BTC From Satoshi-Era Whale

The recent transfer of a substantial amount of Bitcoin from a long-inactive wallet, facilitated by Galaxy, highlights a major liquidity event that cou...

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Kiplinger • 06/29/2025 • Free

From Wills to Wishes: An Expert Guide to Your Estate Planning Playbook

Incorporating a comprehensive estate planning strategy can help manage assets effectively and provide clear instructions, potentially reducing financi...

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Kiplinger • 05/21/2025 • Free

Big GOP Tax Bill Could Change Your Estate Planning for 2025

Potential adjustments to estate and gift tax exemptions, along with modified AMT limits, could influence how individuals structure their asset transfe...

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Business Insider Markets • 05/20/2025 • Limited Free

Marisa Hochberg, Millennial Advocate, Shares Estate Planning Lessons as $84 Trillion Wealth Transfer Looms

Marisa Hochberg highlights the importance of early preparation amid a massive transfer of wealth between generations, emphasizing strategic planning a...

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Finance News - Estate Planning

The 5 W's of a Successful Estate Planning-Focused Family Meeting, From a Wealth Adviser

The 4 Estate Planning Documents Every High-Net-Worth Family Needs (Not Just a Will)

The Key to a Successful Transition When Selling Your Business: Start the Process Sooner Than You Think You Need To

Estate planning helps 'forestall bad outcomes,' author says — you need some key documents even at age 18

Analysis Shows Living Trusts Fail to Prevent Creditor Access Without Offshore Asset Protection, Legal Supplements

Your Year-End Tax and Estate Planning Review Just Got Urgent

Why your crypto wealth may never make it to the next generation

Backdoor Roth IRAs: Help Your Kids Keep More of Their Inheritance

High net worths rejig estates as inheritance tax overhaul looms

Bitcoin Rebounds After Galaxy Completes Sale of $9B BTC From Satoshi-Era Whale

From Wills to Wishes: An Expert Guide to Your Estate Planning Playbook

Big GOP Tax Bill Could Change Your Estate Planning for 2025

Marisa Hochberg, Millennial Advocate, Shares Estate Planning Lessons as $84 Trillion Wealth Transfer Looms

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