Thursday, December 19

Tag: Estate Planning

Your Will Alone Won’t Guarantee Your Money Goes to Your Heirs
1Oct By adminNo Comments
Money

Your Will Alone Won’t Guarantee Your Money Goes to Your Heirs

Sept. 30, 2023 9:00 pm ETListen to article(2 minutes)When Dr. James Rocconi’s third wife left him, he rushed to update his will and other estate-planning documents to ensure she would get nothing when he died. But since the handwritten change he faxed to his insurance company wasn’t accepted, his three children from his first marriage ended up in a six-year legal fight with her over the benefits after he died in 2017. Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
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Your Will Alone Won’t Guarantee Your Money Goes to Your Heirs
1Oct By adminNo Comments
World

Your Will Alone Won’t Guarantee Your Money Goes to Your Heirs

Sept. 30, 2023 9:00 pm ETListen to article(2 minutes)When Dr. James Rocconi’s third wife left him, he rushed to update his will and other estate-planning documents to ensure she would get nothing when he died. But since the handwritten change he faxed to his insurance company wasn’t accepted, his three children from his first marriage ended up in a six-year legal fight with her over the benefits after he died in 2017. Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
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The Moves Wealthy Families Are Making to Skirt Estate Taxes
20Aug By adminNo Comments
Money

The Moves Wealthy Families Are Making to Skirt Estate Taxes

This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/personal-finance/taxes/the-moves-wealthy-families-are-making-to-skirt-estate-taxes-2f312331
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The Moves Wealthy Families Are Making to Skirt Estate Taxes
20Aug By adminNo Comments
World

The Moves Wealthy Families Are Making to Skirt Estate Taxes

This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/personal-finance/taxes/the-moves-wealthy-families-are-making-to-skirt-estate-taxes-2f312331
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Pass On Your Heirlooms, Not Family Drama
30Jul By adminNo Comments
Money

Pass On Your Heirlooms, Not Family Drama

This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/estate-planning-inheritance-heirlooms-will-88ba70e4
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Pass On Your Heirlooms, Not Family Drama
30Jul By adminNo Comments
World

Pass On Your Heirlooms, Not Family Drama

This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/estate-planning-inheritance-heirlooms-will-88ba70e4
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