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Warren Buffett’s 5 estate-planning tips are just as valuable as his investing advice
In an announcement about a new round of charitable giving, billionaire Warren Buffett passed along some wisdom about estate planning that could prove just as valuable as his investing advice. “When your children are mature,
Warren Buffett just updated his will—you can learn from it, 'whatever your level of wealth,' says estate planning expert
Anyone can learn from billionaire investor Warren Buffett's proactive and flexible approach to estate planning, experts say.
Billionaire Warren Buffett offers surprise advice to all parents on finances
Billionaire investor Warren Buffett has penned a surprise letter to shareholders ahead of the Thanksgiving holiday, with the 94-year-old sharing a number of personal reflections on his children
News Tribune
2h
Unmarried estate planning: Ensuring your assets go where you want them
Estate planning is often considered a topic reserved for married couples or those with children. However, it is even more ...
1d
Picking The Perfect Taxable Year For An Estate: Timing Is Everything
Executors must choose between a calendar year or fiscal year for an estate’s taxable year, a decision with lasting financial ...
InvestmentNews
6d
Advisors at a disadvantage if estate planning isn’t a core service
If you're not engaging the estate planning conversation, and the client is talking to somebody who is, those assets are at ...
Seattle Daily Journal of Commerce
4h
Tackling estate planning in 7 basic steps
Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly.
WealthManagement.com
12d
Estate Planning Offerings are Quickly Becoming Table Stakes
Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, ...
4d
The AI Revolution For Estate And Tax Planning Services
The legal industry stands at the brink of transformation, fueled by the growing adoption of artificial intelligence (AI) and ...
6m
At the pleasure of the president: real estate appointees planning to serve under Donald Trump
The second Trump administration has tapped Steve Witkoff, Howard Lutnick, Charles Kushner and Scott Turner to serve in ...
JD Supra
6d
Comprehensive Estate Planning Is A “Team Sport!”
I think it’s fair to say that when people think about the term “estate planning” (if they ever really think about it that is) ...
fingerlakes1
12d
5 Tips to Discuss Estate Planning with Your Loved Ones
The most important tip is to start discussions as soon as you can. Give yourself enough time to get your ducks in a row and ...
15m
Inside the turmoil at Columbia’s Master of Science in Real Estate Development program
Some real estate leaders who hire from and teach at Columbia's graduate program, fear the leading masters degree may lose its ...
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