Tag: Estate Planning

At 52, planning my death helped me learn how to live

As my body deteriorates, possibly from ALS, instead of worrying about the i...

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Retirement Weekly: What happens if a husband names some...

Dear Dan, What if a husband is married but names someone other than his sti...

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The Moneyist: My wife and I have a $5 million estate —...

"An even distribution among all five nieces would constitute an 80/20 split...

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: We are in our 80s and want to transfer ownership of s...

The focus on the adult children's taxes sounds noble, but the bigger questi...

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The Big Move: I want to refinance my mortgage, but I’m...

'I may not — likely will not — live long enough to pay off the loan, or eve...

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Help Me Retire: We have $1.5 million we don’t intend to...

Have a question about your own retirement savings? Email us at HelpMeRetire...

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