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Kelly Bullis: Another year-end planning opportunity – gifting
13+ hour, 2+ 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…...
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, 18+ 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,…...
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…...
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...
An 85-year-old mom started giving money away and hiding her finances — lawyers explain the options children have
2+ week, 4+ day ago (833+ words) The Great Wealth Transfer will see nearly $124 trillion in assets transferred through 2048 — and according to a Northwestern Mutual report 57% say their inheritance is "critical" or "highly critical" to their long-term financial security. But what happens if your loved one begins…...
I Accidentally Found Out a Secret About My Brother’s Financial Life. I Want to Offer My Help, But There’s a Catch.
2+ week, 6+ day ago (368+ words) My parents died recently and I was the executor of their estate. I only have one sibling, a younger brother. I disbursed our inheritance earlier this year, and we each came away with about $300,000. Recently, when I was checking our…...
Call to legislatively recognise enduring advice relationship
3+ week, 7+ hour ago (448+ words) Home > Financial Planning > Call to legislatively recognise enduring advice relationship Managing Editor and Publisher The Federal Government is being urged to amend its privacy reforms legislation to ensure express recognition of enduring consent between clients and their advisers. The Attorney…...