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News
AMP Financial Advisor Spotlight: Rush “Buddy” Harding IV, Carty, Harding & Hearn
12+ hour, 57+ min ago (348+ words) Rush “Buddy” Harding IV sees a lot of similarities between his current life as vice president and managing director at Carty, Harding & Hearn in Little Rock and his former life as a Division I college basketball player. Both roles require…...
After 50, Your Greatest Financial Asset May Not Be Your Money
12+ hour, 14+ min ago (245+ words) How experienced professionals can turn knowledge, judgment and time into a new form of wealth At some point in a professional career, an …...
The One Sentence in a Will That Undoes a Special Needs Trust
13+ hour, 52+ min ago (26+ words) A special needs trust protects SSI and Medicaid, but one ordinary line in a will can cancel it. What to check, and the mistakes families make....
Tax-Savvy Ways to Leave Money to Your Kids
15+ hour, 21+ min ago (483+ words) For many families, it’s essential to provide some kind of a financial safety net to your children. But if you’re not careful, taxation could significantly erode the value of that wealth and even leave you open to hefty estate taxes....
Widowed Americans feel confident yet crave a financial sounding board
1+ day, 17+ hour ago (544+ words) For many people among America's widowed population, being financially confident and financially lonely may actually go hand in hand, according to survey data from Ameriprise Financial. While roughly nine in 10 widowed adults (89%) say they feel confident managing money on their…...
Dandelion Makes Estate Planning Documents Available to Every Family with Estately
3+ day, 21+ hour ago (474+ words) “I was 19 when my mom died, and I was left everything except the instructions,” said Amanda Brown, Co-Founder and CEO of Dandelion. “Dandelion exists so nobody else has to feel that lost. Collaborating with Estately means that when someone builds…...
Unlike Robotaxis, Estate Planning Shouldn’t Be on Autopilot
2+ day, 5+ hour ago (382+ words) Help clients take the wheel — don’t wait for a crisis to discover an estate plan no longer matches reality. The estate plan isn’t just a set of documents, Houghton said. Instead, it’s an ongoing process that has to keep pace…...
The Inherited-Farmland Tax Break That Shrinks Every Year a 61-Year-Old Holds Onto Her Father's 160 Acres
2+ day, 11+ hour ago (712+ words) This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. A 61-year-old nurse in Des Moines inherits 160 acres of Story County farmland appraised at $2.2 million on her father’s date…...
Brandywine Estate and Probate Lawyer Highlights the Importance of Planning for the Transfer of Investment Assets
2+ day, 12+ hour ago (68+ words) openPR.com Brandywine Estate and Probate Lawyer Highlights the Importance of Planning for the Transfer of Investment Assets Press release from: ABNewswire Permanent link to this press release: You can edit or delete your press release Brandywine Estate and Probate…...
TTR Sotheby's Sold After Nearly Four Decades of Local Ownership
2+ day, 12+ hour ago (201+ words) TTR Sotheby’s International Realty has been acquired by Sotheby’s International Realty after nearly four decades of local ownership, according to a Sept. 9 report by the Washington Business Journal. Founded in Georgetown in 1988 by Wallace Tutt, Jonathan Taylor and Michael Rankin,…...