Estate
Showing 50 results of 705
An Expert's Guide to the Estate Planning Documents Everyone Needs
Jun 03 2025
Estate planning is more than just writing a will. These are the documents you'll need in order to protect your family if you're seriously injured or worse....
kiplinger.com
Why I Designed My Life Working Part-Time 931 Miles from Home
Jun 03 2025
I live in Cleveland. I work in South Dakota. I travel all the time. Here's how and why I've planned my work life to be so far from home. The post Why I Designed My Life Working Part-Time 931 Miles fro...
whitecoatinvestor.com
Is anyone else upsizing after retirement?
Jun 03 2025
My husband just retired at 71. I (63) hope to work several more years - I really love my job. We just put an offer in on a house that is older (1828), larger and on a much bigger lot than our current ...
reddit.com
Tariff update: U.S.-China pause raises hope for home costs
Jun 02 2025
Homebuilders pulled back some projects this spring, but many are hoping that a pause on higher tariffs on China will bring more certainty on supplies and prices....
empower.com
Grant Cardone Says Use Your 401(k) to Buy Real Estate. A CFA Says Don’t.
Jun 02 2025
You’ve probably seen the clips, Grant Cardone or someone similar pacing on stage, telling you to pull money out of your 401(k) to buy real estate. He makes it sound bold. Like you’re takin...
dadisfire.com
Advice Needed for Moving Contents of Home
Jun 01 2025
Husband and I are in the process of beginning to get serious about moving in a few months. We already have a realtor, know the area we'll be going to (same state, just closer to family) and will be us...
reddit.com
19 Simple, Low Cost Home Upgrades That Can Make A Room Feel More Up to Date
May 31 2025
If you want a house that looks sharp without draining your bank account, you don’t need a full remodel. A few smart updates can make your home feel fresh, modern, and dialed in, without the hass...
dadisfire.com
20 Online Skills Retirees Are Using To Make Extra Income From Home
May 29 2025
Not everyone wants to sit still in retirement. It sounds relaxing, until prices go up, healthcare surprises you, or boredom kicks in. That’s why more retirees are figuring out ways to stay busy ...
dadisfire.com
Who Is Taking Care Of Our Elders?
May 29 2025
Various kinds of workers are available to help a loved one stay at home. It's necessary to distinguish what each level of worker is trained to do before you hire anyone....
forbes.com
Inbox Question | How the Small Estate Affidavit Process Works
May 29 2025
Today we answer a question from Peter about what happens when a parent dies with a fully planned estate that avoids probate — and how the Small Estate Affidavit process works in practice. We dis...
sites.libsyn.com
Ask the Editor, May 23: Reader Questions on Gifts, Estate Tax
May 23 2025
In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on gifts, the estate tax and stepped-up basis upon death....
kiplinger.com
Homeowners: How To Generate $2,400/Month For Life From Your House
May 23 2025
How retirees can use reverse mortgages or HELOCs to unlock tax-free income, preserve portfolios, and boost financial flexibility in uncertain markets....
forbes.com
Multiple Retirement Bills—Including CITs in 403(b)s—Being Marked Up in House This Week
May 23 2025
Two bills supported by both ICI and IRI among two dozen being considered by House Financial…...
401kspecialistmag.com
Due Diligence on Real Estate Deals
May 22 2025
Answering reader questions about how to know if a real estate deal is too good to be true, the importance of doing thorough due diligence before investing in any real estate deal, and whether all-in-o...
whitecoatinvestor.com
Gen Z and Millennials Are Redefining Starter Homes. It’s Driven Up Housing Prices
May 22 2025
I believe that housing is expensive because too many people are skipping the first step. Starter homes used to be how you got in the game. Now everyone wants their dream house on the first try, and th...
dadisfire.com
Accepting A Preemptive Offer vs. Listing On The Open Market
May 22 2025
When you decide to sell a house, you might encounter a preemptive offer—a bid that arrives before you list publicly on the open market or reach your set offer due date. This scenario often unfol...
financialsamurai.com
The 3 Parts to a Perfect Estate Plan – Part 3: Protecting the Beneficiaries’ Inheritance (Estate Planning Series Finale)
May 22 2025
In the final installment of our 3-part estate planning series, we dive into one of the most overlooked—but critically important—aspects of planning: protecting your heirs’ inheritanc...
sites.libsyn.com
? Age 50 & Older Affordable Housing (AARP Article)
May 21 2025
FROM THE ARTICLE: Pressing Need Understood: Making Housing More Affordable. 2025 AARP National Survey of Adults Ages 50 and Older. By Joanne Binette, AARP Research. Published May 20, 2025. Lack of aff...
community.aarp.org
Portability: Should You File An Estate Tax Return?
May 19 2025
Should you file an estate tax return when your spouse dies to preserve the unused estate tax exemption? Form 706 is costly, the exemption is high, but will the laws change in the future?...
forbes.com
How An ARM Can Save And Make You More Money On A Home
May 19 2025
About once a month, I get an email or comment from a reader criticizing adjustable-rate mortgages (ARMs) as a poor financial choice. Since I’ve been a proponent of ARMs since starting Financial ...
financialsamurai.com
Housing Costs Matter in Picking a Retirement Spot
May 19 2025
Real estate prices, insurance, taxes and fees can add up when you’re considering a move....
money.usnews.com
Think a Repeal of the Estate Tax Wouldn't Affect You? Wrong
May 18 2025
The wording of any law that repeals or otherwise changes the federal estate tax could have an impact on all of us. Here's what you need to know, courtesy of an estate planning and tax attorney....
kiplinger.com
Inbox Question | Home Equity for Long Term Care
May 17 2025
Today we answer Jeff’s question about using home equity to pay for end-of-life care — from tapping into equity for in-home support to selling the home to cover nursing home costs. In high-...
sites.libsyn.com
What The House Medicaid Bill Means For Older Adults And Their Families
May 15 2025
Low-income workers who leave their jobs or reduce their hours to care for loved ones risk losing their own Medicaid benefits....
forbes.com
Two Estate Planning Issues You Should Never Overlook
May 15 2025
This estate planning attorney explains why proper asset titling and beneficiary designations make a big difference when it's time to transfer your wealth....
kiplinger.com
Why It Can Make Sense to Sell Your Property Even If You’re Bullish
May 15 2025
I'm bullish on real estate. Yet I recently sold another rental property. This type of incongruence between thought and action can feel unsettling and even counterproductive to wealth creation. But it ...
financialsamurai.com
Corporate Roundup: Pontera Names Chief Legal Officer, OneDigital, Wealth.com Partner on Estate Planning Services
May 13 2025
The latest news from Pontera, OneDigital, SageView, and Edelman Financial Engines...
401kspecialistmag.com
The 3 Parts to a Perfect Estate Plan – Part 2c: Common Mistakes & Oversights
May 13 2025
In this episode, we shine the light on common estate planning mistakes that can derail even the best intentions. We discuss the risks of failing to update beneficiary designations and why relying sole...
sites.libsyn.com
Five Estate Planning Steps From a Wealth Adviser to Protect Your Family
May 12 2025
An estate plan that covers everything from guardianship to digital assets and taxes — and is discussed openly — will give you and your family peace of mind....
kiplinger.com
Homeowners are doing mortgage math – this is their tipping point
May 12 2025
Should they stay or should they go? More than half of homeowners have a mortgage rate sweet spot to make a move....
empower.com
How empty-nest homes fit into the housing equation
May 12 2025
With almost 21 million empty nest homes across the country, a real estate opportunity could be in the works....
empower.com
Small backyard homes break new ground
May 12 2025
A quiet housing evolution is taking place in backyards across the U.S., as new zoning laws and permitting process make it easier to build accessory dwelling units, also known as ADUs....
empower.com
Congress Considering $15 Million Permanent Exemption
May 11 2025
Congress has just proposed a $15 million permanent exemption for gift, estate and GST taxation. What does that mean to your planning now?...
forbes.com
I'm a Financial Planner: Here Are Five Lesser-Known Ways to Avoid Estate Tax
May 11 2025
The clock is ticking on the estate and gift tax provisions in the Tax Cuts and Jobs Act, so the sooner you act on removing assets from your estate, the better....
kiplinger.com
How a Retirement Housing Navigator Can Help You Make That Pivotal Move
May 06 2025
Specialized housing guidance from an expert can transform your move into an empowering new beginning....
kiplinger.com
The 3 Parts to a Perfect Estate Plan – Part 2b: Tax Considerations
May 05 2025
In this episode, we cover key tax considerations around wealth transfer. We cover the differences between federal estate tax and state inheritance tax, and explain why the stepped-up basis is such a p...
sites.libsyn.com
Upsizing in Retirement: Why You Should (and Shouldn't) Do It
May 04 2025
Upsizing, or buying a bigger home, can make your retirement feel more luxurious. There's room for grandkids and projects, but run the numbers carefully....
kiplinger.com
Why Designated Beneficiaries Are Key to Your Estate Planning
May 04 2025
Although a will is crucial to making sure your assets go where you want them when you die, you are likely to need something else, too: designated beneficiaries....
nytimes.com
How to Move Up to the Next Level and Buy a Multi-Million Dollar Home
May 02 2025
An emailer asked about the best way to buy a $3 million home without selling their current home. Here are seven options to think about. The post How to Move Up to the Next Level and Buy a Multi-Millio...
whitecoatinvestor.com
Sellers sweeten the deal: 44% help with closing costs and repairs
May 02 2025
As the housing market starts to sway in buyers’ favor, sellers are getting creative with concessions at near-record rates....
empower.com
Forget buying a first home — buy a first property instead
May 02 2025
Some first-time buyers are “rentvesting” — prioritizing the purchase of a rental or vacation property first as an investment while continuing to pay rent themselves....
empower.com
I Want to Buy a Vacation Home. I'm 65 and Have $3 Million Saved. Am I Crazy?
May 02 2025
I have my eye on a small but beautiful cottage. Will I regret tying up my money?...
kiplinger.com
Could Remote Work Delay Your Retirement?
May 02 2025
Remote work is terrific for your health and income. You're also likely to retire later, which might convince your employer to let you work from home....
kiplinger.com
Realistic money needs per month etc.
May 02 2025
For those retired in the Plains (for cost of living background) how much do you really need. Currently, 55. Owe 10 years on house. No other debts. 401k max, IRA, and too much cash in the bank. I want ...
reddit.com
Recent Case Evaluates Whether Mom’s Transfer To Son Was A Loan Or Gift
Apr 30 2025
Family loans are a common transaction that if not handled properly could create IRS issues for gift, estate or income tax, and issues with creditors or ex-spouses....
forbes.com
15 Estate Planning Terms You Need to Know
Apr 30 2025
Sometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools....
kiplinger.com
Awards, Plaques and Commendations - will you bring them home?
Apr 29 2025
Just like the title says, I have a few crystal awards, framed letter of commendations and different plaques of appreciation. When you retire, are you going to bring them home? I am not planning to bri...
reddit.com
Five Tips For Estate Planning in 2025
Apr 29 2025
We're almost halfway through the year. Is your estate in order? If not, here are some tips to get it done in 2025....
kiplinger.com
Trump's Immigration Policies and the Price of Home Healthcare: First 100 Days
Apr 29 2025
President Trump's immigration policies may wallop your pocketbook if you rely on a home healthcare aide....
kiplinger.com
The 3 Parts to a Perfect Estate Plan: Part 2a: Non-Probate Transfers
Apr 29 2025
In this episode, we explore how to pass on your assets smoothly and efficiently—without dragging your loved ones through probate court. You’ll learn why probate can be costly and time-cons...
sites.libsyn.com
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