Can Mark and Margaret, 45, semi-retire in their mid-50s and give each kid an early $250,000 inheritance?

Can Mark and Margaret, 45, semi-retire in their mid-50s and give each kid an early $250,000 inheritance? Mark and Margaret ...

Focus on the 10 Ds for tax and estate planning in the new year

Deferring: This is about pushing a tax bill to a future year. Suppose you owe $1,000 in taxes and can defer this for 10 years ...
Kiplinger

I’ve Inherited a Lot of Money. Now What?

Once a person has addressed the emotional questions around what to do with the inheritance, I can begin to create a custom financial action plan. Educating people about their new wealth is part of ...