Estate Planning

  1. Affluent Clients Have Different Financial Planning ...

    Financial advisors must keep in mind that affluent clients have different planning ...
  2. How "Death Tax" Waivers Work

    Although the specific rules vary by state, an estate or inheritance waiver relinquishes ...
  3. What Are Virtual Financial Advisors?

    The internet has provided a convenient way for financial advisors to offer their ...
  4. How Life Insurance Can Help With Liquidity

    Life insurance can provide liquidity in personal and business situations when access ...
  5. Protecting Your Assets from Contingencies

    It really doesn't matter how well you've saved or invested if your assets aren't ...
  6. 3 Simple Steps to Begin Estate Planning

    Estate planning is easier than you think. Here are three simple steps to put a plan ...
  1. What Are Virtual Financial Advisors?

    The internet has provided a convenient way for financial advisors to offer their ...
  2. Can Zillow Stock Ever Find Its Way Home? (Z)

    Like other once high-flyer stocks, Zillow -- despite it's strong top-line growth ...
  3. Is a Google Robo-Advisor on the Horizon?

    It's possible that Google is looking to get into the robo-advisor business, either ...
  4. MLPs: How They Are Taxed

    The advantages of MLPs outweigh the disadvantages, especially if you play your cards ...
  5. David Bowie: The Man's Marketability Goes On ...

    Sales of all Bowie's albums surged after his death. The reason? Death revives a music/art ...
  1. In-Depth Guide To Estate Planning

    The process of planning your estate takes careful consideration. Skip any of these ...
  2. Estate Planning Basics

    Deciding what will happen to your assets when you pass away is a must - no matter ...
  1. Why is accidental life insurance so inexpensive?

    Accidental life insurance is an inexpensive way of obtaining life insurance coverage for yourself or someone else in your ...
  2. Can a spouse who is not named as a beneficiary receive assets from an IRA?

    It depends.Generally speaking, the designation of beneficiary form dictates who receives the assets from the individual retirement ...
  3. What is the average cost of a making a will?

    Learn about the costs of establishing a legally enforceable will, and discover the differences between hiring a lawyer for ...
  4. Are estate planning fees tax deductible?

    The costs of estate planning can be significant. Are any of these expenses deductible to the taxpayer or are they merely ...
  1. Estate Planning: 16 Things To Do Before You Die

    Find out what you need to prepare to avoid serious estate planning mistakes.
  2. 10 Last-Minute Retirement Tips

    The months leading up to your retirement can be the most crucial in terms of planning. ...
  3. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are ...
Hot Definitions
  1. Derivative

    A security with a price that is dependent upon or derived from one or more underlying assets.
  2. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  3. Sharpe Ratio

    The Sharpe Ratio is a measure for calculating risk-adjusted return, and this ratio has become the industry standard for such ...
  4. Death Taxes

    Taxes imposed by the federal and/or state government on someone's estate upon their death. These taxes are levied on the ...
  5. Retained Earnings

    Retained earnings is the percentage of net earnings not paid out as dividends, but retained by the company to be reinvested ...
  6. Demand Elasticity

    In economics, the demand elasticity refers to how sensitive the demand for a good is to changes in other economic variables. ...
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