top stories in News Reel
-
1 of 5
Dow 15,000? Try 116,200
-
2 of 5
Now Pitching for MLB: Groupon
-
3 of 5
PLAYHow Advertising on Twitter Works
-
-
4 of 5
10 Things Vitamin Makers Won't Say
Have I made the right provisions for my heirs?
By tracking this problem, you can come back to see the latest headlines in My Saved Solutions.
THANK YOU
You will receive a daily email containing the latest headlines on this topic.
THE LATEST
-
May 17, 2013
Legalities; A Global Love Affair; Marriages among different nationalities are up, but so are the tax and estate issues.
WSJ.comLOVE HAS NO BORDERS, of course, which may help explain why it's not just the economy that's gone global. To hear estate and tax planners talk, cross-border marriages are skyrocketing—along with a host of international estate and ...
-
Subscriber Content Read Preview
May 17, 2013Financial Advice, Served Rare
WSJ.comYou don't have to be a Rockefeller to join a family office.Family offices are private firms that manage just about everything for the wealthiest families: tax planning, investment management, estate planning, philanthropy, art and wine ...
-
Subscriber Content Read Preview
May 16, 2013Being Too Fair Invites Trouble in Estate Planning
WSJ.comHow can wealth managers help keep an estate from winding up tangled in legal battles between the heirs? For one thing, encourage clients not to be too "fair" in the division of assets, say estate lawyers E. Patricia Chantler and Wonsun ...
-
Subscriber Content Read Preview
May 16, 2013Focus Shifts to State Estate-Tax Planning
WSJ.comThe federal government won't tax an individual's estate if it's worth less than $5.25 million.But many states will tax estates worth far less. For example, New Jersey's estate tax kicks in at $675,000--the lowest threshold in the nation.
-
Subscriber Content Read Preview
May 14, 2013An Estate Plan to Prevent Sibling Disputes
WSJ.comThe 60-something client came into adviser Ross Gerber's office to help address a rift that was opening in his family.He had remarried and had young children, but both he and his new wife had adult children from their previous marriages. And ...
-
Subscriber Content Read Preview
May 11, 2013When It's Time to Huddle
WSJ.comPeople are calling "family meetings" nowadays not only to deal with their parents' health issues but increasingly to sort out their finances as well.
-
May 8, 2013
Make your heirs happy: Update your will; Outdated estate-plan paperwork can be a wealth-killer
MarketWatchWhen was the last time you looked at your will? If you can’t remember, it is time for a review. Having outdated legal documents, such as a will or power of attorney, can wreak havoc on your health and your family’s wealth.
-
Subscriber Content Read Preview
April 26, 2013Estate Planning: New Hazards
WSJ.comYou thought your estate plans were finally set? Not so fast.It turns out the "permanent" $5 million estate-tax exemption enacted earlier this year could change after all, sending families back to the drawing board to sort out their ...
-
April 24, 2013
The Experts: How to Keep Heirs From Losing Their Work Ethic
WSJ.comHow do you keep heirs from losing their work ethic if they know they stand to inherit a lot of money? The Wall Street Journal put this question to The Experts, an exclusive group of industry and thought leaders who engage in in-depth online ...
-
Subscriber Content Read Preview
April 24, 2013Advisers Find New Estate-Tax Strategy
WSJ.comWealthy taxpayers now can protect more of their estates from federal tax each year with a new strategy some advisers are starting to employ.
-
April 23, 2013
Confessions of a Saint
WSJ.comEach week in Curtain Raisers, we invite a local theater artist to attend a show of his or her choosing and discuss the work. On Thursday, playwright Lucas Hnath went to the Walter Kerr Theatre to see a preview of Colm Tóibín's "The ...
-
Subscriber Content Read Preview
April 20, 2013Snapping Up Real Estate
WSJ.comInvesting directly in property can be an attractive alternative to low-yielding bonds but isn't for everyone. Investors should know the real-estate market, be wary of what can go wrong and, because properties can be illiquid, have plenty of ...
-
April 15, 2013
Death Tax Made More Deadly; Obama proposes another big increase in the estate levy.
WSJ.comAn abiding lesson of the Obama Presidency is that no tax increase is ever enough. So it's not surprising that the President's new budget includes an increase in the death tax only three months after the last increase.
-
Subscriber Content Read Preview
April 14, 2013Will the Government Shrink Your IRA?
WSJ.comAs the April 15 filing deadline looms, it looks like some tax-protected retirement-savings vehicles might not be so protected after all.President Barack Obama's budget for fiscal year 2014, released Wednesday, is loaded with an unusually ...
-
Subscriber Content Read Preview
April 5, 2013Minimizing a Wealthy Client's Tax Liability
WSJ.comThe 66-year-old widow had been a client of adviser Jay Wertz since her husband died in 2007, leaving her with had an estate worth $30 million.
-
Subscriber Content Read Preview
April 3, 2013IRS Rules Can Snag Parents of Foreign Students
WSJ.comForeign parents who send their kids to U.S. colleges and careers are turning to financial advisers to help them stay on the Internal Revenue Service's good side during their children's college years and beyond.
-
March 31, 2013
Is Estate-Tax Portability Permanent?
WSJ.comQ:I read your article on the new federal estate-tax laws. Even though the exemptions are to be "permanent," we all know Congress could change those in the future. Do you think the new "portability" rules really will be permanent?
-
Subscriber Content Read Preview
March 29, 2013Shoring Up Your Prenup
WSJ.comAs prenuptial agreements become more common, spouses are finding the documents easier to challenge in court.In a surprise move, a New York appellate court threw out a prenup last month, even though such agreements are considered one of the ...
-
Subscriber Content Read Preview
March 22, 2013Gift Taxes: What Your CPA Doesn't Know
WSJ.comTaxpayers who gave substantial assets to family members last year could be in for a nasty surprise this tax season: potential errors on federal gift-tax returns that could result in donors owing taxes on gifts they thought were tax-free.
-
Subscriber Content Read Preview
March 22, 2013Advisers See Tax Trap in Gift-Tax Returns
WSJ.comTaxpayers who gifted their assets to family members last year could be in for a nasty surprise this tax season.Financial advisers are concerned about potential errors on federal gift-tax returns--which could result in donors being forced to ...
