Personal Finance Advice and Commentary

Wednesday, July 29, 2015 3:35 pm
By Jennie L. Phipps ·

A New York court leaves open the possibility that ex-in-laws who unearthed an out-of-date will may get the goods.

Thursday, May 21, 2015 3:54 pm
By Jennie L. Phipps ·

Even if the U.S. Supreme Court says states have to recognize gay marriage, same-sex couples need good estate plans.

Thursday, May 14, 2015 2:12 pm
By Kay Bell ·

Two New York City waitresses’ posthumous surprise tip is best ever because it’s tax-free.

Wednesday, April 09, 2014 2:03 pm
By Jennie L. Phipps ·

Here are some tips on how to make sure your online assets pass to your heirs.

Wednesday, February 26, 2014 6:05 am
By Judy Martel ·

Being rich and famous doesn’t make you immune to tax and estate planning troubles.

Monday, July 15, 2013 6:00 am
By Judy Martel ·

The actor’s will makes Uncle Sam a huge beneficiary.

Monday, December 17, 2012 6:00 am
By Judy Martel ·

The superwealthy are supporting higher taxes next year, so consider reducing your estate now.

Wednesday, June 27, 2012 1:16 pm
By Katie Doyle ·

If he’s trying to win points with the in-laws, this is definitely one way for Prince William to do it.

Tuesday, December 27, 2011 4:45 pm
By Judy Martel ·

For another year, the gift tax rate favors wealthy taxpayers who want to reduce their estate and at the same time make a financial gift. For the remainder of 2011 and through 2012, individuals can give up to $13,000 to as many recipients as they’d like without owing gift taxes. Unlimited financial gifts can be

Sunday, December 18, 2011 2:00 am
By Judy Martel ·

Just because the rich and famous can afford the best legal representation for their estate, doesn’t mean they don’t make mistakes — sometimes enormous errors that not only greatly diminish the value of their assets through legal fees, but tarnish the image of the family whose founder worked so hard to earn the fortune. Too

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