The big question in the estate planning world today is whether, when, and to what extent Congress will enact changes to gift, estate, and income tax laws. With many challenges facing the new Biden Administration, and the narrowly Democratic Senate, major tax legislation may not even be considered in 2021. Nevertheless, the tax proposals endorsed […]
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A will is a must-have document for any person irrespective of the quantum of assets he has and can easily be amended by way of a codicil. When you make a will, it needs to be signed by you in the presence of two witnesses Read more at https://www.livemint.com/money/personal-finance/estate-planning-what-is-a-will-11614924868285.html
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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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We all know money is power. And women won’t be equal with men until we are financially equal with men. Getting more money into the hands of women is good for women, but it’s also good for their families, for the economy, and for society. — Sallie Krawcheck, co-founder/CEO Ellevest, former Bank of America executive Read More at […]
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