Tag #Inheritance

Showing 13 to 24 of 48 results

forbes.com
🌐 75% Global Worthiness
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Hidden French Coin Collection Sells for €3.3 Million

The €3.3 million auction of a deceased French collector's hidden coin collection reveals common motivations for secrecy among collectors and highlights the challenges faced by professionals in managing undisclosed assets.

Progress

32% Bias Score

Reduced Inequality
smh.com.au
🌐 20% Global Worthiness
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Impact of Home Transfer on Age Pension and Tax

A 68-year-old facing terminal illness considers transferring their home to their sister, executor, and primary beneficiary, prompting concerns about Centrelink's gifting rules, tax implications, and potential risks.

Progress

40% Bias Score

Good Health and Well-being
news.sky.com
🌐 65% Global Worthiness
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Prenuptial Agreements Surge Amidst Societal Shifts

Amidst a societal shift, the number of couples using prenuptial agreements is rising significantly, with one law firm reporting a doubling of requests in the past year; factors include later marriages, increased family financial support, and evolving attitudes towards financial transparency within m...

Progress

28% Bias Score

Reduced Inequality
theglobeandmail.com
🌐 75% Global Worthiness
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Estate Planning: Preventing Family Conflicts Through Open Communication and Professional Guidance

Families face significant challenges in estate planning, especially those with complex structures like blended families, leading to conflicts and family breakdown if not addressed through open communication and professional help.

Progress

52% Bias Score

Reduced Inequality
welt.de
🌐 85% Global Worthiness
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German Cardiologist Murdered for Inheritance: Wife and Accomplices Sentenced to Life

A 69-year-old cardiologist in Chemnitz, Germany, was murdered in March 2024 by his wife and two accomplices who stole €200,000 from him and then killed him for his multi-million euro inheritance; all three received life sentences.

Progress

64% Bias Score

Reduced Inequality
repubblica.it
🌐 75% Global Worthiness
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Italy Faces €88 Billion Inheritance Crisis by 2040

By 2040, €88 billion in Italian assets will lack heirs due to low will-making rates (12%), prompting experts to promote philanthropy as a solution for managing these resources and avoid significant social and economic consequences.

Progress

36% Bias Score

Reduced Inequality
smh.com.au
🌐 85% Global Worthiness
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Inheritance, Lavish Spending, and Unresolved Financial Entanglements Lead to Triple Murder Trial

Erin Patterson's inheritance resulted in lavish spending and generous support for her family, but unresolved financial entanglements with her ex-husband, Simon, following a 2015 separation, led to disputes and legal action after Simon declared their separation on his taxes, culminating in a low chil...

Progress

48% Bias Score

Reduced Inequality
forbes.com
🌐 75% Global Worthiness
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Estate Planning Alpha: A More Certain Path to Wealth Preservation

A case study shows a family saving over $60 million in estate taxes through proactive estate planning, highlighting the importance of estate planning alpha compared to the elusive investment alpha, as evidenced by a recent S&P study showing 94% of domestic public equity managers underperforming the ...

Progress

60% Bias Score

Reduced Inequality
theglobeandmail.com
🌐 75% Global Worthiness
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Inheritance Expectations Gap Widens Amidst Economic Headwinds

A new report reveals that 80% of Canadian parents worry about leaving an inheritance due to rising costs and trade tensions, while over half of younger adults expect one, highlighting a communication breakdown.

Progress

44% Bias Score

Reduced Inequality
theglobeandmail.com
🌐 75% Global Worthiness
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Trillion-Dollar Inheritance Shift Alters Wealth Dynamics

Boomers are set to transfer an estimated $1 trillion to their millennial and Gen Z children, marking a significant shift in wealth creation and distribution, impacting housing, spending, and economic inequality.

Progress

44% Bias Score

Reduced Inequality
elmundo.es
🌐 85% Global Worthiness
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Policeman Charged with Murdering Elderly Woman for Inheritance

A Madrid court will try a local policeman accused of murdering an 83-year-old woman in February 2020 by pushing her down the stairs to inherit her €1.5 million estate; the prosecution seeks a 44-year prison sentence.

Progress

52% Bias Score

Peace, Justice, and Strong Institutions
forbes.com
🌐 75% Global Worthiness
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Urgent Estate Planning Action Needed for Widows Before 2025 Tax Law Changes

The 2017 Tax Cuts and Jobs Act temporarily increased the estate and gift tax exemption, set to expire in 2025; widowed individuals must elect portability of their deceased spouse's unused exemption (DSUEA) within five years of death to avoid potential tax liabilities exceeding 40% on estates exceedi...

Progress

40% Bias Score

Reduced Inequality

Showing 13 to 24 of 48 results