Beneficiary designations in estate planning
It allows clients to pass assets to beneficiaries in a controlled manner while still maintaining ownership when they’re…
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…
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…
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,…