Latest articles by Emily Parker Beekman
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Should a Donor-Advised Fund Be Part of Your Estate Plan?
A donor-advised fund, or DAF, lets the donor reap tax benefits while also being able to direct how the money is distributed and invested.
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An 'Equal' Inheritance for All the Kids Doesn't Always Work
Here are four scenarios in which it'd be appropriate for one or more of your children to inherit differently than their siblings.
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How to Prepare for Upcoming Estate Tax Law Changes
High-net-worth families have time to take advantage of higher estate and gift tax exemptions before they’re significantly reduced if provisions of the Tax Cuts and Job Act are allowed to sunset.
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How to Handle Estate Planning for Multigenerational Living Arrangements
When multiple generations live on the same property, issues over ownership, who inherits what and who provides what can get complicated fast.
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Making a Killing in Cryptocurrency? There’s a Tax on That
If you sell it, capital gains (or losses) kick in, and if you gift or inherit a lot of it, the IRS might want a piece of the action.
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Got Cryptocurrency or NFTs? They Need to Be in Your Estate Plan
cryptocurrency Handled incorrectly, these popular assets could go poof. You need a password-sharing plan, a plan for naming beneficiaries and possibly a trust.
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Your Vacation Home Needs an Estate Plan!
estate planning There are several ways to pass on a vacation home down to your loved ones, and they all come with some pros and cons to consider.
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TOD Accounts Versus Revocable Trusts – Which Is Better?
savings Both help you pass down assets while avoiding the time and expense of probate, but one comes with a lot more flexibility than the other.
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