Estate Planning

Time to Revise Your Will?
Estate Planning

Time to Revise Your Will?

Martin Shenkman, CPA, JD | October 18, 2023

Will your will actually do what you want it to do? You might never know—but your heirs could pay the…

Time to Review Your Estate-Planning Tools
Estate Planning

Time to Review Your Estate-Planning Tools

Martin Shenkman, CPA, JD | July 24, 2023

Have your estate-planning tools turned against you? Can you trust your trusts to work as intended? Estate-planning decisions that made…

Create a Lasting Legacy with a Dynasty Trust
Estate Planning

Create a Lasting Legacy with a Dynasty Trust

Michael Gilfix, Esq. | February 5, 2023

An underused estate-planning tool could benefit your descendants down through the generations—or even the centuries. Dynasty trusts, sometimes called perpetual…

Little-Known Tools for Retirement and Estate Planning
Estate Planning

Little-Known Tools for Retirement and Estate Planning

Robert Carlson | February 15, 2022

The upsides of IRAs and living trusts for retirement and estate-planning are widely known, but even savvy savers might not…

The Shrewdest Money Moves You Can Make in 2021
Estate Planning

The Shrewdest Money Moves You Can Make in 2021

Neena Mishra, CFA | May 1, 2021

With interest rates way down and stock prices, as well as car prices, way up, Bottom Line Personal asked five financial experts for some of the shrewdest money moves you can make now.

New Financial and Health Protections for People with Chronic Disabilities
Estate Planning

New Financial and Health Protections for People with Chronic Disabilities

Martin Shenkman, CPA, JD | November 23, 2020

For people with chronic disabilities, here are better ways to protect finances and health options.

Prepare Your Finances for an Emergency Handoff
Estate Planning

Prepare Your Finances for an Emergency Handoff

Amanda DesBarres | May 8, 2020

Confusion and costly mistakes can easily occur if you don’t plan ahead for someone to take over handling your finances in an emergency.

Pros and Cons of Electronic Wills

Pros and Cons of Electronic Wills

Gerry W. Beyer, JD | April 29, 2020

Electronic Wills 101. Some long-established rules governing wills are changing. The result could be increased convenience—or an invalid will.

How Your Trust Can Avoid Taxes by Changing States
Wealthy and Wise

How Your Trust Can Avoid Taxes by Changing States

Gideon Rothschild, Esq. | October 28, 2019

You can completely avoid state income tax on a trust’s income based on guidelines from a recent US Supreme Court ruling. Here’s how.

Estate Planning That Benefits from Low Interest Rates
Wealthy and Wise

Estate Planning That Benefits from Low Interest Rates

Gideon Rothschild, Esq. | September 30, 2019

A time of low interest rates can be great for shifting assets to a younger generation.

How to Protect Your Assets Against Creditors
Wealthy and Wise

How to Protect Your Assets Against Creditors

Gideon Rothschild, Esq. | September 2, 2019

Be careful how you design a trust to bullet-proof your assets against creditors.

How to Head Off Costly Battles Over Wills and Trusts
Wealthy and Wise

How to Head Off Costly Battles Over Wills and Trusts

Gideon Rothschild, Esq. | August 5, 2019

By taking these actions before you die, it’s often possible to avoid conflicts over wills and trusts after you die.

Plan for the Death You Want
Estate Planning

Plan for the Death You Want

June 24, 2019

You know how you want your end of life to be managed. Make sure everyone else knows, too—so your wishes will be honored

Estate Planning for Families with Stepchildren
Wealthy and Wise

Estate Planning for Families with Stepchildren

Gideon Rothschild, Esq. | June 17, 2019

The presence of stepchildren can lead to possible conflicts of interest in estate planning. Here’s how to handle the possible problems.

The New Rules to Protect Your Online Accounts After You Die
Estate Planning

The New Rules to Protect Your Online Accounts After You Die

Natalie Banta, JD | April 22, 2019

The laws on controlling digital accounts after someone dies have been quietly changing. Here's what you need to know.