- Trust Protectors — What They Are And Why Probably Every Trust Should Have One – Forbes
The position of Trust Protector is so useful, and it has become so commonplace, that the concept should almost always be discussed between planners and those looking to form trusts.
- What Some Investors Are Doing to Anticipate a Tax Increase
The Senate has voted to raise taxes on the wealthy, while the House has voted to keep taxes low for everyone and compromise seems unlikely. How are affluent investors coping with the uncertainty?
- Romney Tax Returns Show Strategies For Moving Money To Kids
Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams.
- Facebook Paid $91,000 Last Year For Mark Zuckerberg’s "Estate And Financial Planning" (Hmmm…)
He has a big estate, obviously. But we’re not sure why the company should pay this bill…
- Life Insurance: How Much Do I Need and What Kind Should I Buy? – EstatePlanning.com
How to determine how much life insurance you will need and what kind you should buy.
- For Childless Older People, Legal and Logistical Challenges
As more people in the United States remain childless, lawyers are emphasizing the importance of setting up health care proxies and powers of attorney.
- Of Sound Mind: Make Plans for Your Digital Estate – Magazine – ABA Journal
It’s hard enough for each of us to keep track of our passwords, user names and accounts when we are of sound mind and body. How difficult will it be when we are no longer around to do that?
- Zuckerberg, Moskovitz Give Big Bucks To Unborn Kids – Forbes
In 2008, when Mark Zuckerberg and Dustin Moskovitz were both 24, they used an estate planning tool that is more familiar to people two or three times their age.
- Passing Down Your Facebook Account – WSJ.com
If you aren’t careful, your email account, Twitter handle and other ‘digital assets’ could be in danger after you die.
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