Showing 25 to 36 of 50 results
Unexpected Inheritance: A Woman's Guide to Financial Preparedness
This article provides a step-by-step guide for women inheriting significant wealth, addressing financial planning, communication with family and professionals, and managing inherited assets following a death or incapacitation.
Unexpected Inheritance: A Woman's Guide to Financial Preparedness
This article provides a step-by-step guide for women inheriting significant wealth, addressing financial planning, communication with family and professionals, and managing inherited assets following a death or incapacitation.
Progress
60% Bias Score
Estate Planners as Risk Managers in Uncertain Times
PwC's report emphasizes the crucial role of estate planners as strategic risk managers in today's uncertain economic and political climate, highlighting the need for scenario-based planning to mitigate risks arising from the potential sunset of the 2017 Tax Cuts and Jobs Act, economic recession, and...
Estate Planners as Risk Managers in Uncertain Times
PwC's report emphasizes the crucial role of estate planners as strategic risk managers in today's uncertain economic and political climate, highlighting the need for scenario-based planning to mitigate risks arising from the potential sunset of the 2017 Tax Cuts and Jobs Act, economic recession, and...
Progress
40% Bias Score
Preserving a Collection Legacy: A Four-Step Plan
Collectors need to create a detailed inventory with valuations, protect the collection with insurance and care instructions, and plan for transfer of ownership, either to family, institutions, or through a strategic sale.
Preserving a Collection Legacy: A Four-Step Plan
Collectors need to create a detailed inventory with valuations, protect the collection with insurance and care instructions, and plan for transfer of ownership, either to family, institutions, or through a strategic sale.
Progress
36% Bias Score
FCA Decision Limits CRA's Tax Claim on RRSP Beneficiaries
The Federal Court of Appeal ruled that a widow wasn't liable for her deceased husband's $146,000 tax debt because the RRSP was transferred to her via beneficiary designation, not through the estate; this highlights the importance of reviewing beneficiary designations on registered plans.
FCA Decision Limits CRA's Tax Claim on RRSP Beneficiaries
The Federal Court of Appeal ruled that a widow wasn't liable for her deceased husband's $146,000 tax debt because the RRSP was transferred to her via beneficiary designation, not through the estate; this highlights the importance of reviewing beneficiary designations on registered plans.
Progress
40% Bias Score
Estate Planning: Securing Generational Wealth for Black Families
This article details how unequal inheritance and lack of estate planning disproportionately impact Black families, highlighting the need for trusts and life insurance to secure generational wealth and financial literacy.
Estate Planning: Securing Generational Wealth for Black Families
This article details how unequal inheritance and lack of estate planning disproportionately impact Black families, highlighting the need for trusts and life insurance to secure generational wealth and financial literacy.
Progress
44% Bias Score
Strategic RRSP Estate Planning: Minimizing Tax Liabilities and Ensuring Equitable Distribution
Upon death, RRSPs' fair market value is generally taxable, but tax deferral applies to specific beneficiaries; strategic planning, including beneficiary designations, sufficient liquid assets, and holistic estate planning, is vital to avoid tax liabilities and ensure equitable distribution among hei...
Strategic RRSP Estate Planning: Minimizing Tax Liabilities and Ensuring Equitable Distribution
Upon death, RRSPs' fair market value is generally taxable, but tax deferral applies to specific beneficiaries; strategic planning, including beneficiary designations, sufficient liquid assets, and holistic estate planning, is vital to avoid tax liabilities and ensure equitable distribution among hei...
Progress
16% Bias Score
Rise in Charitable Bequests from Childless Australians
The number of charitable gifts in Australian wills tripled between 2020 and 2023, particularly among childless individuals, driven by a desire for legacy and societal shifts in defining it beyond biological offspring, leading to increased funding for various causes.
Rise in Charitable Bequests from Childless Australians
The number of charitable gifts in Australian wills tripled between 2020 and 2023, particularly among childless individuals, driven by a desire for legacy and societal shifts in defining it beyond biological offspring, leading to increased funding for various causes.
Progress
48% Bias Score
Hawaii Firm Helps Business Owners Plan for Successful Exits
WestPac Wealth Partners, a Hawaii-based firm, assists business owners in creating tailored exit strategies, as illustrated by a client's successful transition from \$7-8 million to \$18-20 million annual revenue, highlighting the importance of early planning and various exit options.
Hawaii Firm Helps Business Owners Plan for Successful Exits
WestPac Wealth Partners, a Hawaii-based firm, assists business owners in creating tailored exit strategies, as illustrated by a client's successful transition from \$7-8 million to \$18-20 million annual revenue, highlighting the importance of early planning and various exit options.
Progress
44% Bias Score
Planning Retirement Together: A Comprehensive Guide for Couples
To prepare for retirement, couples should align on their vision, understand their combined finances, create a joint budget, maximize Social Security, coordinate account withdrawals, plan for healthcare, communicate about estate planning, and check in regularly, potentially using a financial advisor.
Planning Retirement Together: A Comprehensive Guide for Couples
To prepare for retirement, couples should align on their vision, understand their combined finances, create a joint budget, maximize Social Security, coordinate account withdrawals, plan for healthcare, communicate about estate planning, and check in regularly, potentially using a financial advisor.
Progress
24% Bias Score
French Inheritance Law: Life Insurance and Disinheritance
French law excludes life insurance payouts to non-heirs from inheritance calculations, allowing for disinheritance but permitting heirs to challenge 'manifestly excessive' premiums based on the insured's means; a recent case involved a ½,000 payout to charity versus ,000 to the daughter.
French Inheritance Law: Life Insurance and Disinheritance
French law excludes life insurance payouts to non-heirs from inheritance calculations, allowing for disinheritance but permitting heirs to challenge 'manifestly excessive' premiums based on the insured's means; a recent case involved a ½,000 payout to charity versus ,000 to the daughter.
Progress
48% Bias Score
QDOT's Uncertain Future: Estate Planning Challenges for Binational Couples
U.S. citizens married to non-citizen spouses face estate planning challenges due to the Qualified Domestic Trust (QDOT)'s uncertain future amidst tightening immigration laws and growing anti-immigrant sentiment; potential changes could significantly increase immediate estate taxes and necessitate al...
QDOT's Uncertain Future: Estate Planning Challenges for Binational Couples
U.S. citizens married to non-citizen spouses face estate planning challenges due to the Qualified Domestic Trust (QDOT)'s uncertain future amidst tightening immigration laws and growing anti-immigrant sentiment; potential changes could significantly increase immediate estate taxes and necessitate al...
Progress
44% Bias Score
UK Inheritance Tax Expansion to Pension Death Benefits in 2027
Starting April 2027, UK inheritance tax will extend to most pension death benefits, impacting inheritance plans for many families; exceptions include spouses and dependent children under 23 or with health-related dependencies; delays in payouts are anticipated.
UK Inheritance Tax Expansion to Pension Death Benefits in 2027
Starting April 2027, UK inheritance tax will extend to most pension death benefits, impacting inheritance plans for many families; exceptions include spouses and dependent children under 23 or with health-related dependencies; delays in payouts are anticipated.
Progress
52% Bias Score
Showing 25 to 36 of 50 results