Good Financial Reads: Estate Planning (Part 2)
Share this
Estate Planning: The Red-Headed Stepchild of Financial Planning
by Britton Gregory, Seaborn Financial
Man, I can't tell you how many times someone has come to me and said, "yes, I'd love for you to run an analysis on retirement, investing, insurance, and all that, but what I'm really worried about is my estate plan!"
Actually, yes, I can. It's zero.
Trust Issues – How to Choose Your Trustee
by Brian Sheahen, Hudson Oak Wealth Advisory
A trust: in it’s most basic form and definition - is a legal relationship where:
-
a) the legal ownership of property is separated from
-
b) it’s beneficial ownership.
To effectively practice this relationship a trust requires three separate parties, one of which is a trustee.
On Death, Taxes, and the "Death Tax"
by Britton Gregory, Seaborn Financial
Let's get this out of the way first: I hate the phrase "death tax". "Death tax" makes it sound like the Big Bad Federal Government taxes everyone's poor mother, just to make sure nothing goes to the long-suffering children. No. Just no.
Yes, You Need Digital Estate Planning. Here's Why.
by Michael Rivas, Bienvenue Wealth LLC
You’ve done your due diligence when it comes to shoring up your affairs: bequeathed home or property made plans for where your money should go, or even made plans for the end of life care and health directives. You have responsibly planned for what lies ahead and now you’re all set, right?
A Tale of Two Franklins
by Sean Wood, Stewardship Colorado, LLC
I was sad to learn of Aretha Franklin's death last month at age 76, and surprised to find out that she died intestate (without a will). Dying intestate often means a long, expensive and public process (probate) where state laws and strangers make all the decisions.
Aretha left behind four sons and other family, but no instructions on how to divide up her $80 million estate.
For more on this topic, check out Good Financial Reads: Estate Planning (Part 1),
Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.
Share this
- Financial Planning (575)
- From XYPN Members (562)
- Financial Advisors (472)
- From Our Advisors (422)
- Advice (272)
- Money Management (271)
- Financial Planners (268)
- Finding an Advisor (110)
- Saving and Earning Money (87)
- Finances (73)
- Investing (66)
- Financial Independence (64)
- Millennials (61)
- Retirement (61)
- Budgeting (53)
- Taxes (50)
- Debt Management (40)
- Industry Trends & Insights (37)
- Fee-only advisor (32)
- Investment Management (30)
- College Planning (27)
- Building Your Firm (23)
- Financial Education (21)
- Financial Decisions (20)
- Financial Management & Investment (20)
- Finance for Parents (19)
- Financial Plan (17)
- Working with a Financial Advisor (17)
- Credit (16)
- Homeowners (15)
- Investor (15)
- NextGen (14)
- Saving (14)
- Staffing & HR (14)
- How to Choose a Financial Advisor (13)
- CFP Certification (12)
- Marriage and Money (12)
- Student Loan Debt (12)
- Insurance (11)
- Robo Advisors (11)
- Buying a House (10)
- Charitable Donations (10)
- Credit Cards (10)
- Family (10)
- Health Care (10)
- Virtual Advisor (10)
- Behavior (9)
- Retirees (9)
- Spending (9)
- Wealth (9)
- Advisor Success (8)
- Early Retirement (8)
- Lessons (8)
- Mortgage (8)
- Roth IRA (8)
- Small Business (8)
- Social Responsibility (8)
- Business Owner (7)
- Equity Compensation (7)
- Investment Planner (7)
- Kids and Money (7)
- Life Insurance (7)
- Recession (7)
- Savings (7)
- Stock Market (7)
Subscribe by email
You May Also Like
These Related Stories