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Consumers and Advice
Estate Planning for ordinary people.
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Does your company pass the trust test?
8+ hour, 51+ min ago (635+ words) Something has shifted in Kenya’s marketing landscape. Today, a customer who sees a campaign in the morning can test it before lunchtime. And yet for long, marketing campaigns largely measured success through reach. Marketing agencies and departments presented impressions, share…...
Kelly Bullis: Another year-end planning opportunity – gifting
13+ hour, 23+ min ago (357+ words) By Kelly J. Bullis Has God blessed you with a more than comfortable estate of $15 million or more? The bad news is that Uncle Sam stands to be an uninvited heir unless you do some planning. Estate tax on any estate…...
One Sibling Dispute Over Inheritance Money Escalated After A Younger Brother Wanted To Fund House Renovations, Leaving His Older Brother Feeling Betrayed
17+ hour, 42+ min ago (679+ words) Aging parents, caregiving, and inheritance can turn practical housing decisions into deeply personal family conflicts. Here, one brother is preparing to house their mother immediately, while the other hopes to do so two years from now. Instead of agreeing on…...
Big Mistake: A 72-Year-Old Couple Will Hold $600,000 of Stock in a Joint Account. When He Dies, Only Half Will Get the Tax-Free Step-Up. Across the State Line in Texas, All of It Would
1+ day, 19+ hour ago (772+ words) Where a couple retires can quietly determine whether a surviving spouse faces a five-figure tax bill or walks away owing nothing, and most joint account holders have no idea their state line is drawing that boundary. Picture a married couple,…...
Woman Agreed To Help Her Parents Buy A New Home, But Now They’re Making The Process Difficult
3+ day, 17+ hour ago (636+ words) Every family dynamic is different, of course, but we sure do seem to see a lot of stories about how things get complicated between family members when money is involved. In today’s story, a woman explained how things have become…...
They Bought the House for $118,000 in 1989 and Are About to Deed It to Their Daughter to Skip Probate. When She Sells It for $650,000, She’ll Owe Capital Gains Tax That Inheriting It Would Have Erased
3+ day, 18+ hour ago (1161+ words) A retired couple found a clever way to hand their house to their daughter and skip probate entirely, but the move that avoided one courtroom headache quietly created a far more expensive problem waiting at the closing table. Tax Master…...
He Lent His Daughter the Down Payment, Then Forgave $19,000 a Year
5+ day, 1+ hour ago (496+ words) A properly structured family loan can move serious money to the next generation without touching a parent's lifetime exemption, but the line between a legitimate loan and a disguised gift is thinner than most families realize. Helping an adult child…...
The advice gap may open before anyone calls an adviser
1+ week, 1+ day ago (748+ words) People under financial strain tend to go looking for more credit before they look for advice. Debt-review data, search behaviour, and two-pot withdrawals suggest where that pathway runs, and where the industry could meet people sooner. I want to look…...
I’m worth $6 million but won’t be leaving a cent to my entitled nephew. Do I warn him and his greedy wife now or let them find out later?
1+ week, 3+ day ago (783+ words) Around 14% of Americans are counting on an inheritance. Unfortunately, some may never get one, as only 32% of Americans plan to leave an inheritance of any size. That’s why it’s a big red flag when someone factors in funds they’ll likely…...
Advisers urged to protect themselves if clients reject IHT planning
1+ week, 4+ day ago (35+ words) News editor at Professional Adviser Burnham confirms triple lock change from 2030 AJ Bell's Rachel Vahey speaks at PA360 North What the papers are saying about the Budget CGT receipts reached £198m for August 2026...