With blended families, a detailed examination of assets, strategic planning and transparent communications are needed to build a plan that satisfies all parties.
The most heartbreaking way to lose cryptocurrency involves forgetting passwords or losing access to private keys, effectively locking away digital wealth forever.
The new omnibus budget bill sets the federal estate-tax exemption at $15 million for the next year and provides for the threshold to remain permanently high—but that does not take estate planning off your to-do list.