A survey from Key Private Bank polled 122 financial advisers to see how often future generations are involved with a person's charitable giving. Of those that responded, about 80% said that only some of their clients did so. However, it may be beneficial for parents...
Besides the tax issues, there are various challenges that individuals will face if they are handling estate matters for a loved one in California who has died. First, a lot depends on who the executor is. If the loved one died intestate, the probate court will appoint...
Thinking about estate planning requires that you engage in emotional reflection and consider who is important to you. Additionally, you need to think strategically about how you can maximize the benefit that you can provide your loved ones at the end of your lifetime....
