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News
In Five States, One Signature on a "Lady Bird Deed" Moves the House Past Medicaid Estate Recovery Entirely
1+ week, 2+ day ago (581+ words) Medicaid can come for the house after a nursing home stay, but a single deed signed before that happens can legally move the home out of reach in certain states. Most families in those states have never been told this…...
A misunderstanding at the heart of the seven-year gifting rule... | Money newsletter
1+ week, 2+ hour ago (159+ words) Castore, the sportswear manufacturer backed by Sir Andy Murray, is exploring a sale after receiving takeover...
IHT Receipts Rise Again??? Wealth Managers Offer Advice
3+ week, 3+ hour ago (224+ words) As speculation climbs on potential tax changes under the new government led by Andy Burnham, latest monthly...
'There are a lot of broken expectations': Inheritance disputes are on the rise as cost-of-living pressures climb
2+ week, 4+ day ago (1074+ words) partner at Halifax-based Tupman & Bloom, said he has noticed a rise in inheritance disputes over the past...decade, which have only intensified in the past two or three years following the COVID-19 pandemic....
Real estate agents invited to Joplin School District event Sept. 21
3+ day, 13+ hour ago (242+ words) Sachetta said this type of event has been held in the past....And because of the past event's success, he said, it was a no-brainer to bring it back in 2026....
Death Benefit Trusts Top 1 Trillion Won in Korea
4+ day, 7+ hour ago (340+ words) 459.8 billion won last year and another 412.6 billion won this year, pushing the cumulative total past...Growth in the trust market, now past 1 trillion won, is expected to accelerate further if coverage extends...
Key Partnerships urges wider use of later life lending in IHT planning
1+ week, 2+ hour ago (437+ words) partnerships business of Key Group said the FTSE 100 is up around 8% year to date and 52% over the past...5 years, while the S&P 500 has gained around 13% this year and 74% over the past 5 years....
Realty Income Diversifies Funding: Will This Boost Long-Term Growth?
2+ week, 5+ day ago (364+ words) Shares of Realty Income have risen 1.2% over the past three months, outperforming the broader industry...The Zacks Consensus Estimate for fiscal 2026 EPS has been revised marginally upward over the past three...
New Book Reveals Why Even Well-Drafted Estate Plans Fail
1+ week, 4+ day ago (364+ words) Beyond wills and trusts The book goes past the core documents to address retirement accounts, beneficiary...Its aim is to move families past a simpler question — "Do I have an estate plan?"...
Digital estate planning: don't let digital wealth become lost wealth
2+ week, 5+ day ago (123+ words) physical assets, however, the way people build and manage wealth has changed dramatically over the past...