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Recently Divorced: Where Do I Start?
July 9th, 2014
You may have juggled a zillion family responsibilities both in and out of the house. But chances are you didn't handle everything. Perhaps your husband handled the investments. Or dealt with advisers, such as a CPA or a lawyer. But now, after a…
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US Supreme Court Says IRAs Fair Game for Debts
July 8th, 2014
The U.S. Supreme Court ruled that certain money inherited from individual retirement accounts can be taken by creditors to cover the debts of people in bankruptcy proceedings. In a unanimous ruling written by Justice Sonia Sotomayor, the court said i…
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Take the Sting Out of Estate Planning
July 7th, 2014
Recently rock legend Sting made headlines when he declared that his six children would be receiving little to none of his estimated $300 million fortune. He joked that he intended to spend all of his money before he died. But on a more serious note,…
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Casey Kasem's Last Days Fuel a Family Fight Over His Final Wishes
July 3rd, 2014
Casey Kasem, an iconic voice of radio and television for decades, was in critically condition in a Washington state hospital, while his three children from his first marriage fought with their stepmother, Jean Kasem, in court and the media for contro…
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The Market is Heating Up! Is it Time to Sell Your Business?
July 1st, 2014
If you’re a business owner, chances are good you’ll get some of those calls [from potential buyers of the business] too. The M&A market is heating up… Sometimes it’s hard not to think about your business as an inherent part of your life.…
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Are You Planning To Fund Your Retirement With A Business Sale?
June 27th, 2014
If selling your business is any part of your retirement plan, Mr. Gerber said, it is essential to know what your business is worth. And it is important to start tracking its value long before you plan to sell. As a business owner, your business and y…
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Play By The Rules
June 26th, 2014
Most people still believe that estate planning is all about tax planning. Since the tax law now exempts most estates, they think they don’t really need an estate plan. But they do, and many people need an estate plan more than ever. A recent Invest…
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Don’t Forget The Pets!
June 25th, 2014
Not many of us could (or would) do what hotel magnate Leona Helmsley did for her Maltese pup Trouble: She left $12 million in trust so the little white dog would never want for anything. But even if you’re not a millionaire, you can make plans to e…
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Remember Digital Asset Planning In Your Estate
June 24th, 2014
Deciding who gets what when we die is difficult enough when it comes to divvying jewelry, collectible baseball cards, family heirlooms, houses and cars. It can be even trickier to arrange control of our digital assets. In a 2011 survey that was spons…
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Expect The Unexpected
June 23rd, 2014
Even with advanced notice of a catastrophic health condition, this type of planning is often a topic that no one wants to talk about. In the ordinary course of life, we go to work and carry on as if we’ll be doing it forever. No one wants to plan f…
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