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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.

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For Boomers Expecting and Inheritance Planning is Key

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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

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