Joshua Tree Enterprises

Sign Up for Newsletter

About this Entry

This page contains a single entry by Associate Editor published on March 25, 2011 2:15 PM.

IRS Files Suit in California Seeking Access to Real Estate Tax Records was the previous entry in this blog.

Estate Analyst: The Perils of Portability is the next entry in this blog.

Find recent content on the main index or look in the archives to find all content.

For Boomers Expecting and Inheritance Planning is Key

TrackBacks (0)

In the article The Inheritors, Forbes Columnist Ashlea Ebeling provides advice to baby boomers on spending their $8.4 trillion inheritence. Ebeling offers several anecdotes as well as advice from financial professionals regarding the treatment of assets between members of a couple, leveraging tax-advantaged saving's plans, estate planning following an inheritence, and the pitfalls of inheriting foreign bank accounts.

Read the entire article.

Posted by Isaac Pflaum, Associate Editor, Wealth Strategies Journal

0 TrackBacks

Listed below are links to blogs that reference this entry: For Boomers Expecting and Inheritance Planning is Key.

TrackBack URL for this entry: