Estate Planning
- Jun- 2022 -27 JuneStock Market
What LGBTQ couples need to know about retirement and estate planning – whether married or not – News Opener
Not all committed couples intend to walk down the aisle to say “I do,” but LGBTQ partners will need extra…
Read More » - 23 JuneStock Market
My father died and I want to put my inheritance in a trust. In what state should I hire an estate planning attorney? – News Opener
Dear Harry, My father, I’m grieved to write, just passed away, leaving his two trusts to be divided between my…
Read More » - 9 JuneStock Market
Still fighting with your siblings in your 40s, 50s and 60s? You’re not alone. – News Opener
Like many people, my husband and I are hooked on the show “Succession,” now streaming on HBO Max. The main…
Read More » - 1 JuneStock Market
I want my entire estate to go to my spouse when I die — should I name them or my trust as beneficiary? – News Opener
Dear Harry, I’m married and want my entire estate to go to my spouse. I have a revocable trust which…
Read More » - May- 2022 -27 MayStock Market
What happens to my Roth account when I die? – News Opener
Q.: Hi Dan, I am following up on your column regarding whether Retirement distributions can be put in a Roth…
Read More » - 24 MayStock Market
Here’s how apps can help when someone dies – News Opener
Before the pandemic, entrepreneurs Liz Eddy and Alyssa Ruderman had trouble getting venture capitalists to invest in their end-of-life planning…
Read More » - 23 MayStock Market
Inheriting a house? Read this before you make any rash decisions – News Opener
Leaving behind a home for a loved one to inherit is a huge gift, but without the right planning, it…
Read More » - 17 MayStock Market
What will happen to your pets when you die? – News Opener
When the ambulance arrived to remove the body of an older New York City resident, a woman in her 80s,…
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