Tag Archives: Inheritance

Should My Children Inherit Equally?


My clients with more than one child sometimes puzzle over whether they should leave the same amount of money to each child.  This can be a hard decision because, even though parents love all of their children equally, our children … Continue reading

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The Estate Tax Benefits of Living in California


There are some people in California who would grumble about the Federal estate tax, but all California residents should be thankful that the State of California phased out its State estate tax in 2005.  Unlike California, seventeen states and the … Continue reading

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Should Your Children Wait for Their Inheritance?


Typically, our children are in the greatest financial need at the time they are raising a family.  But if we expect to see our grandchildren grow, the inheritance we plan to leave for our children won’t be available until after … Continue reading

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What to Do With an Inheritance?


With the economy the way it is these days, most baby boomers are not expecting to receive a windfall.  But investigations at the Center for Retirement Research at Boston College indicate that, as the parents of the sandwich generation pass … Continue reading

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