All too often, wealth planners focus only on the dollars. From annual monetary gifts to conditional clauses in inheritance documents, the subject of family wealth
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"Death", Alzheimer's & Taxes: When "I Do" Turns Complicated
I love that scene in When Harry Met Sally when Billy Crystal’s Harry Burns looks at Meg Ryan’s Sally Albright and says: I came here
Read MoreTrying To Sort Out 2010: Estate Planning
One of my special interests has always been estate planning and the associated tax consequences (if you follow the blog, you may recall that I
Read MoreAsk The Taxgirl: Wills & Taxes
Taxpayer asks: I’ve been trying to get my parents to make a Will. I’m now there only living child. My parents have told me everything
Read MoreAsk The Taxgirl: Income Tax & Inheritance Tax
Taxpayer asks: I recently inherited a substantial (for me) amount of money. I used it to buy a home and to pay off some bills.
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