March 4, 2019


This week, we had several reminders of why everyone needs an estate plan: to save on inheritance and other taxes, and to make sure your final wishes are realized. We looked at what happens when an unmarried couple owns a home, but only one person is on the paperwork. And in another case, we examined the situation of a dad who wants his heirs to share his estate, but he doesn’t want “outsiders” to know his private business.

Then see why one reader calls the inheritance tax discriminatory.

See all that and more in this week’s eNewsletter.