Early Movers: BA, CVX, ETR & More
Estate Planning
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Disinheriting someone can be harsh, and may haunt a family member from beyond the grave, but there may be pragmatic reasons for doing so.
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With interest rates and asset values at historic lows, is this the perfect opportunity to transfer wealth? Joanne Johnson, J.P. Morgan Private Bank, lays out a plan.
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Joan and her husband Peter have been married for 33 years and have two children. Peter was recently diagnosed with an aggressive form of leukemia with an expected lifespan of 7-8 years. Joan wants to know what steps they should take to protect their future given the circumstances.
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By making some important decisions while living, my father helped to lessen the overwhelming stress of coping with sudden loss.
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Today I hit the big 5-0. That noise you hear is me shuddering. I'm trying to make light of it all to mask the pain — "If I'd known Depends were so convenient and useful, I would've started wearing them at 40!"