June 8, 2021 •
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Amid news of Bill and Melinda Gates' pending divorce, TMZ recently revealed that the philanthropic couple never signed a prenuptial agreement.
Read MoreJune 3, 2021 •
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A popular technique is to use a qualified terminable interest property (QTIP) trust.
Read MoreMay 28, 2021 •
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Wealthy families could face combined tax rates of as much as 61% on inherited wealth under President Joe Biden’s tax plan, according to a recent analysis.
Read MoreMay 27, 2021 •
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Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.
Read MoreMay 14, 2021 •
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Estate planning isn't just about hard assets anymore. Who will read your email when you die?
Read MoreMay 13, 2021 •
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You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.
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Putting your last wishes on paper is critical to ensuring your family is taken care of when you die.
Read MoreApril 30, 2021 •
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How can you prepare your children to handle the assets they’ll eventually inherit?
Read MoreApril 27, 2021 •
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Mehmet Öz, a U.S. celebrity surgeon of Turkish origin better known as “Dr. Oz,” took legal action against his sister Nazlım Suna Öz, claiming she forged documents over their father’s inheritance.
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