As the new year begins ... When a policy has a valid beneficiary nomination, it doesn't form part of the estate, and the proceeds are paid directly to the beneficiary upon the policyholder's ...

Discover why it's crucial to keep your life insurance beneficiary nominations updated this New Year and how it can save your ...

You’ve probably got one or two financial jobs on your to-do list that you were too busy to get to or perceived as boring ...

In the first of her four-part series, Adrienne Koch of Katsky Korins discusses issues surrounding the use of Delaware LLCs ...

I have a pretty good amount in my IRA ($500,000) that I have contributed to for years. I also funded my husband’s IRA spousal account ($70,000) as he seldom worked and made zero contributions himself.

Commercial real estate is one beneficiary. In 2024 alone, in the year through November, the share of global FDI flowing into the US. in the form of new ... markets like New York, Boston ...

Here are three major issues in our high net worth planning engagements this year: New York ... of the estate is immediately reduced by the tax payment. It also immensely helps the beneficiary ...

Can I avoid paying estate tax? Bottom line Estate taxes and inheritance taxes are often discussed together, but they are different: Inheritance tax is paid by a beneficiary, while estate tax is ...

Suze Orman has some ideas in which opinions might differe, bu there are 4 areas where her advice is spot on and has helped ...

Prior to covering insurance, Michelle was a lifestyle reporter at the New York ... form and submit it to the life insurance company. You’ll want the help of an experienced estate planning ...

You may not even realize you're betraying your partner's trust regarding money issues. Here are some strategies to prevent ...