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    Being Too Fair Invites Trouble in Estate Planning

    WSJ.com

    How 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 ...

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    Focus Shifts to State Estate-Tax Planning

    WSJ.com

    The 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.

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    An Estate Plan to Prevent Sibling Disputes

    WSJ.com

    The 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 ...

  • Mom and Money: 'Lessons I Wish She Had Taught Me'

    WSJ.com

    Mother's Day celebrates all that our mothers have done for us. But…no one's perfect, right?One mistake moms (and—let's get real—dads, too) sometimes make is failing to teach their children how to be smart about money.

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    When It's Time to Huddle

    WSJ.com

    People are calling "family meetings" nowadays not only to deal with their parents' health issues but increasingly to sort out their finances as well.

  • Chances of an Audit Grow With Income

    WSJ.com

    What are the chances that the Internal Revenue Service will audit your income-tax return?At first glance, the answer appears simple: very low. The IRS has audited only about 1% of all individual income-tax returns in each of the past ...

  • Top Care and Coverage Dilemmas

    WSJ.com

    Consumers appear to be struggling more with worries about access to health care, while even those with coverage are running into barriers to getting some treatments authorized by insurers. And many Americans have questions about the ...

  • The Experts: Should You Keep Cash in Your Portfolio?

    WSJ.com

    Besides keeping some in an emergency fund, should the average investor have an allocation to cash and cash equivalents in an investment portfolio? The Wall Street Journal put this question to The Experts, an exclusive group of industry and ...

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    How the Rich Play the Market

    WSJ.com

    F. Scott Fitzgerald wasn't entirely right. The very rich are different from you and me—but not by much.A new study offers a comprehensive look at the portfolios and investment decisions of several hundred of the wealthiest families in the ...

  • Make your heirs happy: Update your will; Outdated estate-plan paperwork can be a wealth-killer

    MarketWatch

    When 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.

  • Save on Pool Opening Costs

    WSJ.com

    Don't sink your maintenance budget when opening up your pool in time for the Memorial Day holiday.A pool-opening service typically includes cleaning the pool area and equipment, removing the pool cover, activating the circulation system, ...

  • What retirees really want: Peace of mind; Being health, wealthy and wise takes a lot of planning

    MarketWatch

    Some call it contingency planning while others refer to it as plain old risk management. But no matter what you call it, you’ll need to start thinking about ‘it’ if you’re saving for or living in retirement.

  • Private Colleges Sweeten Offers

    WSJ.com

    Private U.S. colleges, worried they could be pricing themselves out of the market after years of relentless tuition increases, are offeringrecord financial assistance to keep classrooms full.

  • Mother, Can You Spare a Room?

    WSJ.com

    As Rachel Zahn's three children were growing up, she liked to warn them, half jokingly, not to overstay their welcome. "Checkout time at this hotel is age 18," the 56-year-old nonprofit director would tell them.

  • Pricing Your Garage-Sale Items

    WSJ.com

    Doing some spring cleaning? A garage or tag sale is a way to turn that unwanted stuff into cash. But many people don't know how to go about pricing their wares.

 

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