Expert Insight & Commentary
Estate Planning
The Estate Tax and Lifetime Gifting
by Rande Spiegelman
February 14, 2013
If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.
by Rande Spiegelman
February 14, 2013
If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.
Why You Need an Estate Plan
by Rande Spiegelman
February 12, 2013
Even if your estate is modest, taking care of a few estate-planning basics can help make things easier on your loved ones.
by Rande Spiegelman
February 12, 2013
Even if your estate is modest, taking care of a few estate-planning basics can help make things easier on your loved ones.
So You Don't Think You Need a Will?
by Rande Spiegelman
Updated March 5, 2010
Whatever your age and circumstances, you’re doing yourself and your loved ones a great disservice if you don’t prepare a will.
by Rande Spiegelman
Updated March 5, 2010
Whatever your age and circumstances, you’re doing yourself and your loved ones a great disservice if you don’t prepare a will.
Stretching Your IRA: Transferring Wealth to the Next Generation
by Rande Spiegelman
June 30, 2009
An IRA can allow you to transfer wealth to future generations while reducing, deferring or even eliminating income taxes on your retirement savings.
by Rande Spiegelman
June 30, 2009
An IRA can allow you to transfer wealth to future generations while reducing, deferring or even eliminating income taxes on your retirement savings.
Losing a Loved One
by Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Financial Research
April 10, 2007
Your heart may be breaking, yet there are legal and financial details to address.
by Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Financial Research
April 10, 2007
Your heart may be breaking, yet there are legal and financial details to address.
How Not to Leave Money to Your Ex
by Rande Spiegelman
April 19, 2004
It actually does happen. People die and inadvertently leave sizable portions of their estates to ex-wives or ex-husbands-or to people they haven’t seen for 30 years.
by Rande Spiegelman
April 19, 2004
It actually does happen. People die and inadvertently leave sizable portions of their estates to ex-wives or ex-husbands-or to people they haven’t seen for 30 years.
A Living Trust Can Help You and Your Heirs
by Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Financial Research
March 24, 2004
A living trust can benefit you during your lifetime and, upon your death, help ensure that your assets go directly to the people you've designated.
by Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Financial Research
March 24, 2004
A living trust can benefit you during your lifetime and, upon your death, help ensure that your assets go directly to the people you've designated.