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Cultivating a family legacy is not that different from tending a garden: land with poor prospects, at first glance, has to be coaxed over time –patiently and carefully–until it has a fertile life of its own. Case in point: The Morris family of Pe… Read More

Many trusts were set up over the years to help protect wealth from estate taxes. But the federal estate-tax exemption has risen steadily in recent years, to $5.25 million, or $10.5 million for couples, from $1 million in 2003. This year, Congress mad… Read More

Many trusts were set up over the years to help protect wealth from estate taxes. But the federal estate-tax exemption has risen steadily in recent years, to $5.25 million, or $10.5 million for couples, from $1 million in 2003. This year, Congress mad… Read More

“My husband and I own a law firm, and part of the appeal of our law firm is us,” said Kelly Phillips Erb, a lawyer outside Philadelphia who has blogged on the tax matters related to the Jackson estate. “If we’re not around the next day, the v… Read More

In most situations, you can leave your Roth IRA to anyone you please simply by designating them as beneficiary. While it is perfectly legal to leave retirement accounts to a minor, doing so can create some complications.  IRAs aren't j… Read More

You have a whole or universal life-insurance policy that you or your heirs don't really need. What do you do? Well, you may want to donate it to your favorite charity. There are basically two ways to do it.  Ask any widow or widower and the… Read More

By one count, nearly one-third of Medicare Advantage plan enrollees say they were denied coverage for treatment by their plans. Such denials of coverage can be enraging or even life-threatening. However, there is an appeal process to resolve these co… Read More

In the end, you can think of the RISE system as a basic question: Is this organization built to get the job done? And, will it help you get your job of doing some good in the world done right? Giving to a good cause can have a substantial impact on t… Read More