When a large estate owes federal tax, the bill is due in cash within nine months, and the extension to file is not an extension to pay. Here is how life insurance keeps families from a fire sale. Part five of More Than a Death Benefit.
Margaret gave her family something that couldn't be wrapped—complete estate organization that would spare them stress and confusion when she's gone.
The worst time to assemble a coordinated team is in the middle of a crisis. The best time is now, while everything is calm. The finale of Both Ends of the Table.
Most wealth passes at death, when heirs are in their sixties and need it least. There is a strong case, and some surprisingly generous tax rules, for giving while you are here to see what it does. Part six of Both Ends of the Table.
When you already have enough, an inheritance is not really about security anymore. It is about purpose. Here is how to think about deploying a windfall when your plan is already full. Part five of Both Ends of the Table.
When Susan passed away unexpectedly, her three children discovered that even meticulous planning can fall short when beneficiaries aren't updated.