An intergenerational transfer of wealth is in motion in America — and it will dwarf any of the past.Of the 73 million baby boomers, the youngest are turning 60. The […]
Wills and Estates
Trending topics and news from the Wills and Estates category
Back to news homeEpstein Estate Agrees to Pay U.S. Virgin Islands More Than $105 Million
The estate of Jeffrey Epstein has agreed to pay what could amount to more than $105 million to the U.S. Virgin Islands to settle claims that the disgraced financier used […]
Planning for Your Retirement, and for a Child’s Special Needs, All at Once
Rachel Nagler, 39, has worked part time since she was 22, but she will never be financially independent, according to her father. She is legally blind with a seizure disorder […]
Where Is Jeffrey Epstein’s Money Going?
When Jeffrey Epstein died, he left behind an estate with an estimated value of $600 million. There were vast financial holdings, a private jet, and palatial properties including an island […]
Britney Spears Felt Trapped. Her Business Manager Benefited.
In early 2008, a small-time Tennessee company with big-time aspirations made a loan to Britney Spears’s father, who for years had struggled financially.Less than a month later — after consulting […]
Ron Lieber: Invest in the People You Love
During the pandemic, Ms. Reynolds, who lives in Seattle, paid for a lawyer to help relatives of a deceased friend from Minneapolis who were trying to navigate the legal process […]
Biden Tax Proposal Keeps Financial Advisers Busy
Mr. Biden has cleared up some issues for the middle class in his proposal. He has recommended an exemption of $1 million on the capital gains of assets transferred to […]
Prosecutor Says Executors of Jeffrey Epstein’s Estate Enabled His Abuse
The accusations were just the latest maneuver in the jockeying over the considerable sums remaining from the fortune Mr. Epstein left when he killed himself in a Manhattan jail cell […]
What Jeffrey Epstein Did to Earn $158 Million From Leon Black
He styled himself as a math whiz and “financial doctor” to the rich — even though he was a college dropout who had only a brief tenure at a traditional […]
The Estate Tax May Change Under Biden, Affecting Far More People
Tax policy used to be fairly boring and predictable. But in the past decade, it has become dynamic in a way that tax advisers don’t like: It changes with the […]