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One important new aspect of estate planning concerns “digital assets,” a form of property that only recently has come into existence. Digital assets are electronic ones and zeros; that is, information inscribed on a tangible medium or stored in an electronic or other medium and which is retrievable in perceivable form.
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Simple math can explain this. Here is an example: You have a bond with a face value of $1,000 that pays 5% every year, or $50. When the bond matures you receive $1,000. Now imagine that interest rates have jumped to 7%, so a new $1,000 bond pays $70 every year. What happens to the value of your 5% bond?
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Beneficiary designations —for life insurance or retirement plans, for example — are an often overlooked aspect of estate planning. A change in life circumstances may suggest a need to change those beneficiaries.
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Anne Aldrich wrote her will on an “E-Z Legal Form” ... It was duly signed, witnessed, legal, and unambiguous. However, it did not contain a “residuary clause” for disposing of property.
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When Dad leaves everything to the child who visited most in the nursing home, a will challenge may be in the works by family members who feel cheated out of their legacy.
Woman Setting Financial Goals at Home, Organizing Her Finances and Controlling Daily Expenses.
Investors remain very nervous about where inflation is headed. Recently, the Case-Shiller national home price index posted its largest year-over-year increase since the index was created.
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Each year the IRS puts a spotlight on scams that could have tax implications. Their recent report shows the influence of the coronavirus pandemic on the criminal activities of scammers.
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The value for federal gift tax purposes of a gift of $100,000 in cash is $100,000, and the same is true for the value of $100,000 worth of publicly traded stock. Those are the easy cases.
