The Flaw in Warren Buffett’s Estate Plan

Mr. Buffett has instructed his executors to not sell any shares of his firm, Berkshire Hathaway.…

Need Help With Your Estate Plan? Go With the Flow, Advisers Say

Andrew D. Hendry rose through the corporate ranks to become the vice chairman and general counsel…

With Adult Children Home, Now’s the Time: Talk About Your Money

For far too many families, financial planning is akin to scheduling dental surgery. The prospect of…

Tax Strategies to Embrace, or Avoid, Before the November Election

In unpredictable times, the desire to create a better tax strategy becomes more urgent, but that…

I.R.A. Rules Have Changed, and Heirs Need to Pay Attention

If you’re fortunate enough to own or inherit an I.R.A., there are some new rules you’ll…

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…

It May Be Time to Start Worrying About the Estate Tax

Elimination of the step-up rules could capture billions in taxes from the rich but hurt some…

Ron Lieber: Invest in the People You Love

In early 2013, three years after the unexpected death of her husband, Chanel Reynolds posted a…

Proposed Tax Changes Focus on the Wealthy

So how do you define who’s wealthy? The latest proposed tax changes from the House Ways…

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…