Estate taxes could reduce your kids' inheritance after you die. Here’s how to minimize those taxes and maximize what you leave to loved ones

It's good to limit estate taxes as part of your estate planning strategy. Benjamin Franklin famously wrote that nothing is ...

‘I need to avoid a high tax liability.’ I bought a 3-unit property 18 years ago for $250K. Today it’s worth $1.2M. What now?

I am a seasoned landlord, but not an adequately seasoned asset transfer owner in the $1 million+ income property realm.” ...

New Zealand Open Charitable Trust Success At First New Zealand Open

The newly-formed New Zealand Open Charitable Trust (NZOCT) is praising the support of the New Zealand Open tournament, its partners, supporters and members of the public for a successful launch event.
Wealth Management

Beyond the Donor-Advised Fund

A new Fidelity white paper found that three out of four (76%) high-net-worth investors want philanthropic guidance from their ...
thederrick.com

What Happens if You Die Without a Will?

Dear Getting, If you die without a will, your assets will be distributed according to the laws of your state, known as intestacy laws. These laws determine who inherits your prope ...