More Articles for Your Finances

How the millennials’ investment portfolio is changing the face of the estate planning industry

Anand Srinivasan •
equities.com

The estate planning market was originally conceived to handle the distribution of assets (mainly real estate) among the descendants of deceased rich people. There were two objectives to this exercise. Firstly, estate planning helped structure the distribution of wealth among the deceased’s spouse, children and other friends and relatives. The second objective was tax planning.

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Six estate planning must-haves

Glenn Curtis •
Investopedia Stock Analysis
Profile side view of classic elegant stylish smart clever minded bearded business shark, ceo, leader in black jacket, working with paper documents in folder at workplace, workstation

Many people believe that having an estate plan simply means drafting a will or a trust. However, there is much more to include in your estate planning to make certain all of your assets are transferred seamlessly to your heirs upon your death. A successful estate plan also includes provisions allowing your family members to access or

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The benefits of investing in real estate

Daniela Andreevska •
equities.com

Each type of investment comes with its advantages and disadvantages. Nevertheless, millions agree that real estate is the best type of investment as the pros clearly outnumber and exceed the cons. If you are considering whether you should diversify your investment portfolio with a couple of real estate properties, here are the most important benefits

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How to handle end-of-year payments

Julian Block •
AccountingWEB.com
New year 2018 change to 2019 concept. Hand flip over wood cube block

When I discuss year-end tax planning with my clients, many of them say they plan to accelerate deductions from 2019 into 2018. I caution them not to take their eyes off the calendar when they write checks at year’s end. Their efforts to offset write-offs against 2018’s income rather than 2019’s could be thwarted by

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