Heirs, Beneficiaries, and Children
Found 27 Articles.
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Transferring Family Real Estate To Heirs and Beneficiaries
Some assets require special Estate Planning. One such asset is what I sometimes call heirloom real estate or family real estate. This is a property that’s been in the family for a while and that you’d like to continue in family ownership. Heirloom real estate includes vacation homes or other second homes, farms, a longtime […]
College Savings Links
General information College savings.org compiles information on all Section 529 plans. Scholarships: Check sources and eligibility at: College Board Fast Web Sallie Mae Fin Aid.org Loan information is available from: National Student Loan Program E Student Loan Department of Education Looking for a college? Try: Embark Campus Tours.com Tax breaks for college […]
Leaving Unequal Inheritances to Heirs and Beneficiaries
Many people don’t even want to talk about leaving unequal inheritances to the younger generation, but a recent paper found that unequal inheritances occur more often than most people think. The paper identified the situations when unequal inheritances are most likely and even has some advice for members of the younger generation who want to […]
Remembering Dr. Tom Stanley
You might remember a publishing phenomenon in 1996: The Millionaire Next Door. Dr. Thomas J. Stanley and Dr. William D. Danko spent a couple of decades studying America’s millionaires to help companies market to the affluent. Then, they wrote a book explaining how the rest of America could join the rolls of what they called […]
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Knowing When to Include Grandkids in Your Estate Planning
When is a child or grandchild ready to receive some wealth? Will some people never be ready to handle gifts or inheritances? Those are some of the most difficult and anguishing questions for people considering their Estate Planning. Almost every parent doubts the maturity and responsibility of at least one child and grandchild. They don’t […]
Estate Planning to Ensure Wealth, Heirs Are Secure
You worked hard to build your estate, and you’re working harder than ever to keep it. One of your Estate Planning goals is for your estate eventually to make life easier for younger loved ones. Yet, you want to ensure the wealth isn’t wasted and also that it doesn’t make your heirs too comfortable. You […]
Simple, Low-Cost Ways to Help Family Members
The downturn in the economy and fall in asset prices puts many grandparents in a tough position. They want to help their children and grandchildren, but do not believe they can afford to help as much as in the past or as they hoped. Fortunately, you still can provide help. There are many simple, low-cost […]
Estate Planning for Those with Special Needs
Estate Planning often focuses on healthy people and their families. Many families, however, have one or more members with chronic illnesses or conditions. That changes the estate planning equation. The person with the illness or condition might be the estate owner or a loved one of the owner, especially a child. In either case, the […]
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