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Estate and Legacy
What happens to it all.
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Latest in Estate and Legacy
Planning Alone Won’t Guarantee Readiness: New Fidelity® Research Highlights the Importance of Conversations in Preparing for Family and Wealth Transitions
3+ day, 8+ hour ago (628+ words) Only 37% of older adults have high peace of mind about their overall planning. Parents who communicate completed financial plans to family are more than three times as likely to have confidence in their planning. As Americans navigate one of the…...
Why Leaving an Equal Inheritance to Your Children Could Backfire
22+ hour, 55+ min ago (1012+ words) Although equal splits look fair on paper, they can ignore lifetime gifts, different needs, or hard-to-divide assets and leave siblings fighting long after you’re gone. Leaving an equal inheritance sounds fair and like the right thing to do. Just split…...
Mom plans to give brother early inheritance for his 3 kids' college — childfree sibling says it's not fair
19+ hour, 49+ min ago (664+ words) Helping a child cover their college costs through a 529 plan or trust can give them a significant leg up on life....
The $208,000 rule: Why middle-class Californians need an estate plan
1+ day, 20+ hour ago (1044+ words) When one of Ravi Kalyanaraman’s colleagues died unexpectedly in March 2022, the loss rattled his workplace. The colleague was only in his late 40s. Kalyanaraman, who works in hardware design, had worked with him for years. The sudden death prompted conversations among…...
The Inheritance Investment Quiz: Will You Grow or Blow Your Family Legacy?
1+ day, 20+ hour ago (259+ words) Inheriting money or stocks is life-changing, but it comes with a big responsibility. Take our quiz to see if you're ready to invest your new windfall wisely. The Great Wealth Transfer is underway in the United States, with an estimated…...
The du Ponts Have Been Passing Money Down in Delaware for Generations. The Trust Laws They Helped Shape Are Why America's Family Fortunes Bank There Today, and You Don't Have to Be a du Pont, or Live in Delaware, to Use Them
1+ day, 22+ hour ago (593+ words) Delaware repealed a centuries-old inheritance rule in 1995, and the du Pont family's long influence over that tiny state explains exactly why it happened and who it benefits now. Life After Work desk. Editor: David Beren. Delaware became the address of…...
Estate planning isn’t just for the wealthy. What Californians should know
2+ day, 1+ hour ago (1044+ words) When one of Ravi Kalyanaraman’s colleagues died unexpectedly in March 2022, the loss rattled his workplace. The colleague was only in his late 40s. Kalyanaraman, who works in hardware design, had worked with him for years. The sudden death prompted conversations among…...
Having a plan isn't enough: family conversations drive wealth transfer readiness
2+ day, 6+ hour ago (793+ words) Wealth and paperwork alone are not enough to make families feel prepared for the future with only 37 percent of older adults with significant assets reporting high peace of mind about their overall planning, even among those who have completed key…...
Most inheritances come with assets. What Jas Kalra inherited in 2021 was 1,300 people with nowhere else to go
2+ day, 5+ hour ago (352+ words) In 2021, Jas Kalra came into an inheritance no estate lawyer would know how to itemise. He was twenty-one, his father had just died, and what passed to him was less property than custody: two facilities on the outer edge of…...
The Waltons Are Moving Billions to the Next Generation Through a Trust Named After Jackie Kennedy's Will. It Pays Charity First, the Heirs Second, and the IRS Close to Nothing
2+ day, 14+ hour ago (472+ words) Jackie Kennedy's will made a little-known trust structure famous, the Waltons reportedly use it to shift billions past the IRS, and the version everyone cites may never have actually been funded as written. Life After Work desk. Editor: David Beren....