Estate planning is about wealth structuring so that one could enjoy it and then pass it to the next generation in a smooth manner, avoiding any kind of family disputes on inheritance. While discussing estate planning for women, we could broadly classify women of this century into two categories. First, women who are primarily homemakers, […]
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FINANCIAL SERVICES firms are missing out on at least $700 billion in revenue each year by not fully meeting women’s financial needs. That figure comes from consulting firm Oliver Wyman, which cites finding new clients, developing new products and services and gaining increased market share as revenue opportunities. Read more at: https://money.usnews.com/financial-advisors/articles/q-a-women-and-estate-planning
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The good old days, a time when there was a long career, a gold watch, then a brief and frugal retirement are mostly gone. Some people are now retired for at least as long as they worked. Which can be a blessing or a curse. Things have changed. Mostly for the better. And yet.. Read […]
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In addition to the federal estate tax, with a top rate of 40 percent, some states levy an additional estate or inheritance tax. Twelve states and the District of Columbia impose estate taxes and six impose inheritance taxes. Maryland is the only state to impose both. Read More at https://taxfoundation.org/state-estate-tax-state-inheritance-tax-2021/
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When couples find time to discuss estate planning, they often think of how they can equally divide their properties to ensure their children are well taken care of in case one or both pass on. They decide who can best benefit from the house, the car, or who will take over the family business and […]
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