TrustlockUSA News

Millennials Need to Start Talking about Estate Planning with their Parents

2021-01-18T19:07:09+00:00

Millennials, talk estate planning with your parents Doing so can allow you to focus on care without stressing over critical choices in an emergency Erin Lowry PUBLISHED JAN 17, 2021, 5:00 AM SGT FACEBOOKTWITTER NEW YORK (BLOOMBERG) - Despite years of being seen as self-involved, overindulged children who cannot get it together, millennials have been growing up. In fact, [...]

Millennials Need to Start Talking about Estate Planning with their Parents2021-01-18T19:07:09+00:00

What is Probate? Why Your Clients Need to Avoid It.

2020-12-29T18:03:45+00:00

What is Probate? Probate is the formal legal process that gives recognition to a will and appoints the executor or personal representative who will administer the estate and distribute assets to the intended beneficiaries. The laws of each state vary, so it is a good idea to consult an attorney to determine whether a probate proceeding is necessary, whether the [...]

What is Probate? Why Your Clients Need to Avoid It.2020-12-29T18:03:45+00:00

3 Ways to Increase Your Wealth in 2021!

2020-12-28T17:55:33+00:00

3 ways to increase your wealth—and maximize your legacy Published: Dec. 22, 2020 at 10:01 a.m. ET By Osman Minkara How to put effective tax, real estate and philanthropy strategies into place The coronavirus derailed many plans this year but it hasn’t made a dent in two major priorities: maximizing wealth and ensuring a legacy for heirs, loved ones [...]

3 Ways to Increase Your Wealth in 2021!2020-12-28T17:55:33+00:00

Calling Your Clients After Christmas? A Surprisingly Good Idea.

2020-12-28T17:44:23+00:00

Christopher Friedmann Contributor December 25, 2020 This year, there has been a decline in usual seasonal conventions. It’s understandable. With everything that has happened over the last nine months, we’ve all cut back to the essentials. For some, that meant doing away with the usual holiday niceties. But since so many organizations have let go of those nice little [...]

Calling Your Clients After Christmas? A Surprisingly Good Idea.2020-12-28T17:44:23+00:00

Marilyn Monroe’s Estate Keeps on Giving–$8 Million in Revenue Last Year.

2020-12-28T17:32:21+00:00

The Wealth Advisor Contributor December 22, 2020 Marilyn Monroe’s estate makes millions every year. At the time of her death in 1962, the icon’s net worth was $10 million, when accounting for inflation. In 2020 alone, she made almost as much as that. But fans of the late star might be surprised to learn that it isn’t her many [...]

Marilyn Monroe’s Estate Keeps on Giving–$8 Million in Revenue Last Year.2020-12-28T17:32:21+00:00

How to Manage the Taxation on Life Insurance

2020-12-23T20:48:16+00:00

Tax Consequences of a Life Insurance Inheritance Life Insurance Proceeds and Probate BY JULIE GARBER REVIEWED BY SOMER G. ANDERSON Updated November 30, 2020 Life insurance inheritances go directly to the beneficiaries who are named on the policies. They typically don't become part of the decedent's probate estate, so you should be spared the headache of probate. Inheriting life [...]

How to Manage the Taxation on Life Insurance2020-12-23T20:48:16+00:00

Understanding Inheritance Tax–Now More Important than Ever!

2020-12-23T20:43:04+00:00

Understanding Death, Estate, and Inheritance Taxes Types of Federal Taxes and State Taxes Imposed After Death BY JULIE GARBER REVIEWED BY JANET BERRY-JOHNSON Updated September 16, 2020 Two types of taxes can be assessed against your property after you die—estate taxes and inheritance taxes. The federal government imposes only an estate tax, but some states collect one or the [...]

Understanding Inheritance Tax–Now More Important than Ever!2020-12-23T20:43:04+00:00

Tax Planning Never More Important–Get Yours Before Biden Gets His!

2020-12-23T20:37:20+00:00

Tax Planning for Beginners: 6 Tax Strategies & Concepts to Know Know your bracket, how key tax ideas work, what records to keep and basic steps to shrink your tax bill. Tina OremNovember 22, 2020 Many or all of the products featured here are from our partners who compensate us. This may influence which products we write about and [...]

Tax Planning Never More Important–Get Yours Before Biden Gets His!2020-12-23T20:37:20+00:00

Elon Musk Disses California–For Good Reason

2020-12-23T20:28:08+00:00

Elon Musk moved to Texas. He's not the only one who has had enough of California.Musk Takes Jab at Silicon Valley The Wall Street Journal reports Elon Musk Moves to Texas, Takes Jab at Silicon Valley. During the spring, when Mr. Musk was sparring over coronavirus shelter-in-place orders that shut his factory near San Francisco, California Gov. Gavin Newsom told [...]

Elon Musk Disses California–For Good Reason2020-12-23T20:28:08+00:00

Estate Planning in the COVID-19 Era

2020-12-21T23:08:45+00:00

Three Steps to Building Your Estate Plan Online in the Age of Covid. Take these steps to protect your loved ones and your assets. FIDELITY VIEWPOINTS – 02/11/2020 Key takeaways If you do not have complex planning needs, a basic estate plan can be completed online in 1 to 3 hours and cost less than $1,000. Consider other documents [...]

Estate Planning in the COVID-19 Era2020-12-21T23:08:45+00:00

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