Articles Posted in Money

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What Does Fair Mean in a Family?
Is it OK to leave your children unequal shares of your assets?  Here’s how the issue was framed in the Ethicist column on the New York Times Magazine: This is the situation: An elderly parent has a fair amount of money and two children. One is wealthy with luxury properties, a spouse…
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DIY Estate Planning Resources During The COVID Pandemic
Greetings all. If you are stuck at home and without basic legal documents, read on. In the spirit of offering what I can to help people gain some piece of mind amidst the panic and uncertainty of the pandemic, here are some resources that you can use to get the basics in order, for now. As I…
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Inheriting an IRA: What to Do?
Inheriting money is not something most of us do more than once or twice in a lifetime, if ever. For the vast majority of us, this money comes to us free of estate tax, because current law only taxes estates worth more than $10 million, indexed each year for inflation. But money that you…
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New Tax Act Doubles Gift and Estate Tax Exemption: Now What?
On December 22, 2017, President Trump signed a bill that makes huge changes to the American tax system—including the estate and gift tax. As of 2018, individuals can give away up to $11.2 million free of estate and gift tax, and couples can combine that to give away up to $22.4 million!…
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Life/Death/Law Podcast: Episode 1! Purposeful Prenups
Welcome to my new podcast, Life/Death/Law, where I explore the intersection of life, death, law (and love)–otherwise known as estate planning. In this first episode Emily Bouchard, a family dynamics and money coach and the managing partner at Wealth Legacy Group, talks to me about…
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