While the step-transaction doctrine might sound arcane it is one of many tax constructs that might well undermine steps you might take to plan your estate to reduce future estate taxes or to protect ...
Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly. The good news is that you’ve probably already done a little bit of estate planning—you just ...
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Steps to Plan a Phased Retirement

Then again, not everyone has a requirement to follow the main model of working until a particular date and then stop cold.... The post Steps to Plan a Phased Retirement appeared first on Home as We ...
Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly—cleaning the filter on the vacuum cleaner, setting up a password manager, you name it. First, ...
Are you prepared for the possibility of needing long-term care in the future? This may include care in a nursing home, an assisted living facility or home health care. According to the American ...
Although it’s a common belief that every American wants to retire as soon as possible, there are plenty of workers who actually never want to retire. Whether it’s because they love their jobs, have ...
Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Get off the planning couch and take action! Bernie Sanders’ proposed ...
Have you ever vowed to do something — whether it’s as small as crossing an item off your weekend to-do list or as big as a career change — and then procrastinated for so long that you never got around ...
One out of every 10 adults in the United States embarks on the entrepreneurial road to capitalize on what he feels is an idea sure to succeed. Research shows that most new businesses fail due to ...
Read full article: 3 men shot, injured in Orange County, deputies say Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly. The good news is that ...