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News
CAFBA says major flaws remain in discretionary trust plan
1+ day, 3+ hour ago (889+ words) CAFBA has warned that the government’s revised discretionary trust plan still leaves small and family businesses facing a difficult choice between trust flexibility and a higher tax burden. The Commercial & Asset Finance Brokers Association of Australia (CAFBA) has welcomed the…...
The Florida Condo Your Kids Will Inherit Comes With a Bill Nobody Mentions Until You're Gone
1+ day, 1+ hour ago (551+ words) Florida's coastal condos come with a second set of bills that arrive after the owner is gone, and the heirs who inherit them often discover too late that the equity they expected has already been claimed. Life After Work desk....
My brother's 35 and says our parents' inheritance is his whole retirement plan. How can I talk some sense into him? - AOL
1+ day, 3+ hour ago (850+ words) An estimated 20% of U.S. adults expect to receive an inheritance from their loved ones, and more than half of those expecting to become heirs describe their future inheritance as “critical” or “highly critical” to their long-term financial security. Since 31% of U....
With Ownership Comes Responsibilities
1+ day, 9+ hour ago (36+ words) Keep your dog safe Another Pit Bull is about to be sentenced to death. I don’t know how to feel about that part of the story. My daughter, who was attacked and …...
The Boring Car Rule: What a Decade-Old Sedan Says About Real Wealth
1+ day, 12+ hour ago (36+ words) WATCH HERE Of all the visible signals people use to guess how much money someone actually has, the car might be the least reliable …...
She Inherited Her Mother's $180,000 IRA at 58 and Was Told She Had 10 Years to Empty It. Nobody Told Her the IRS Also Wants a Withdrawal in Each One of Them
1+ day, 22+ hour ago (730+ words) Inheriting an IRA comes with a 10-year deadline most people know about and a year-by-year withdrawal requirement almost nobody sees coming until the IRS penalty notice arrives. Life After Work desk. Editor: David Beren. The stretch IRA that once let…...
The One Sentence in a Will That Undoes a Special Needs Trust
1+ day, 18+ hour ago (26+ words) A special needs trust protects SSI and Medicaid, but one ordinary line in a will can cancel it. What to check, and the mistakes families make....
The Great Junk Transfer: Why Heirs Want Meaning, Not More Stuff
2+ day, 46+ min ago (543+ words) Loved ones want your memories, not your attic clutter. A new study reveals why less is officially more when passing down belongings. Dubbed The Great Junk Transfer, a recent study revealed a shift in how the next generation views an…...
Dandelion Makes Estate Planning Documents Available to Every Family with Estately
5+ day, 1+ hour ago (474+ words) “I was 19 when my mom died, and I was left everything except the instructions,” said Amanda Brown, Co-Founder and CEO of Dandelion. “Dandelion exists so nobody else has to feel that lost. Collaborating with Estately means that when someone builds…...
‘To do something hard but meaningful:’ Endowus’ Samuel Rhee on the drive for better financial outcomes for customers
3+ day, 4+ hour ago (165+ words) With its wealth platform that serves many with institutional-level services, the fund manager is doing things differently [SINGAPORE] The best solutions are often those that start with a founder’s personal pain point. For Endowus chairman Samuel Rhee, it was his…...