A portfolio stress test can help give you some peace of mind about that … but if you’re not careful, it could give you a false sense of security. To get results you can trust, make sure the parameters you’re using are realistic. You just left a meeting with your financial adviser, and your nest […]
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Family conflict can complicate financial and estate planning when we work with multi-generational and blended families. This can lead to emotional decision-making. How can you remain tethered and grounded in special situations as you plan for the future? Here are some scenarios we often see in estate affairs … Read more: https://www.pe.com/2021/03/07/your-son-is-irresponsible-do-you-leave-the-estate-to-him-or-the-kids/
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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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Scientists want to inoculate every adult in one Austrian district, in a real-world test of how the Pfizer-BioNTech vaccine works against the variant first seen in South Africa. Read more at https://www.nytimes.com/2021/03/04/world/europe/austria-south-africa-variant.html
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