# estate planning (news sources) — RSS Amplifier Recent posts from the 5 feeds in the RSS Amplifier directory that cover estate planning. Page: Feed: --- ## [What Happens When a Will is Missing an Important Clause?: Lessons From Kentros v. Kentros](https://allaboutestates.ca/what-happens-when-a-will-is-missing-an-important-clause-lessons-from-kentros-v-kentros/) _2026-08-26 · Danna Miller · All About Estates_ A will is intended to provide clear instructions about the distribution of a person’s property after death. But what happens when an important clause is missing? This issue was considered in Kentros v. Kentros, 2026 ONCA 546. This case is a useful reminder of the difficulties that can arise when a will does not accurately reflect a testator’s intentions and raises important questions about the… ## [10 Ways Men Over 50 Can Sabotage a Good Relationship Without Realizing It](https://www.savingadvice.com/articles/2026/08/22/10745035_10-ways-men-over-50-can-sabotage-a-good-relationship-without-realizing-it.html) _2026-08-22 · Drew Blankenship · SavingAdvice.com Blog_ By the time a man reaches 50, he usually knows what he likes, how he spends his time, and which routines make life comfortable. That... ## [Think Social Security Guarantees a Minimum Monthly Check? Here’s How It Really Works](https://www.savingadvice.com/articles/2026/08/22/10745032_think-social-security-guarantees-a-minimum-monthly-check-heres-how-it-really-works.html) _2026-08-22 · Drew Blankenship · SavingAdvice.com Blog_ It is easy to assume Social Security works like a pension with a guaranteed minimum monthly check: work long enough to qualify, retire, and receive... ## [What Does a “Comfortable Retirement” Actually Cost When the House Is Already Paid Off?](https://www.savingadvice.com/articles/2026/08/22/10745029_what-does-a-comfortable-retirement-actually-cost-when-the-house-is-already-paid-off.html) _2026-08-22 · Drew Blankenship · SavingAdvice.com Blog_ Paying off the mortgage before retirement sounds like crossing the biggest expense off your list, and it certainly can transform a household budget. But a... ## [My First $1 Million: Engineering Consultant, 58, Durham, NC](https://www.kiplinger.com/personal-finance/my-first-million-67-engineering-consultant-durham-nc) _2026-08-22 · Joyce Lamb · Latest from Kiplinger in Feature_ "(I would) start even earlier on Roths and maximizing my 401(k) contributions. Time is the real magic ingredient." ## [The Retirement Move That's Quietly Taxing Your Social Security to the Max (and How Early Roth Conversions Can Help)](https://www.kiplinger.com/retirement/social-security/reducing-taxes-on-social-security) _2026-08-22 · Kyle Hammerschmidt, Investment Adviser · Latest from Kiplinger in Feature_ This is how you can sidestep the "Social Security tax torpedo," a common issue where tax-deferred retirement accounts unexpectedly increase your tax burden. ## [How Friends Can Buy a Vacation Home Together for the Long Haul](https://www.kiplinger.com/retirement/retirement-planning/how-friends-can-buy-a-vacation-home-together-for-the-long-haul) _2026-08-22 · Maurie Backman · Latest from Kiplinger in Feature_ Set it up correctly from the start, and you can share a dream getaway with friends all the way into retirement — without risking your nest egg. ## [Your Big IRA Could Become a Big Tax Problem for You, Your Spouse and Your Heirs](https://www.kiplinger.com/taxes/tax-planning/your-big-ira-could-be-a-big-tax-problem) _2026-08-22 · Ethan M. West, CPA · Latest from Kiplinger in Feature_ If you start optimizing your taxes now, you can head off the inevitable tax consequences waiting for you when RMDs kick in — and when your family inherits. ## [How to Coordinate Claiming Social Security With Your Tax Bracket](https://www.kiplinger.com/retirement/social-security/claiming-social-security-and-your-tax-bracket) _2026-08-22 · Jeff Judge, CFP®, ChFC®, CLU®, AEP® · Latest from Kiplinger in Feature_ Rather than claiming Social Security based on when you need the money, view your timing as a tax-planning tool that can help you lower your lifetime tax bill. ## [The Biggest Obstacle to Happiness Isn't a Poorly Performing Portfolio — It's a Barrier You Haven't Even Noticed](https://www.kiplinger.com/retirement/happy-retirement/more-wealth-wont-guarantee-happiness) _2026-08-22 · Feroz Ansari, CFP® · Latest from Kiplinger in Feature_ Unless you recognize where your motivation for building wealth comes from, it's unlikely to lead to lasting happiness. Here's what to do about that. ## [100,000 Bonus Points Await You (Sponsored)](https://crawlproof.com/a/SGXhy3dPZXxp) _2026-08-22 · **Sponsored**_ Earn 100,000 bonus points after spending $5,000 in the first 3 months. ## [12 Things in Your Home That Can Become More Dangerous as You Get Older](https://www.savingadvice.com/articles/2026/08/21/10744987_12-things-in-your-home-that-can-become-more-dangerous-as-you-get-older.html) _2026-08-21 · Drew Blankenship · SavingAdvice.com Blog_ The house you’ve lived in safely for 20 or 30 years doesn’t suddenly become dangerous on your 65th birthday, but the way you interact with... ## [Sax Wealth Advisors adds Florida wealth manager](https://www.accountingtoday.com/news/sax-wealth-advisors-adds-florida-wealth-manager-lighthouse-financial) _2026-08-21 · Daniel Hood · The Latest_ The acquisition helps expand Sax Wealth Advisors' presence in the Sunshine State and continues its M&A streak this year. ## [Social Security Claiming Strategies Have Changed — Here’s What Still Works](https://www.savingadvice.com/articles/2026/08/21/10744984_social-security-claiming-strategies-have-changed-heres-what-still-works.html) _2026-08-21 · Drew Blankenship · SavingAdvice.com Blog_ If your Social Security strategy came from a retirement book published 10 or 15 years ago, there is a real possibility that part of it... ## [IRS chief blasted for employee treatment](https://www.accountingtoday.com/news/irs-chief-blasted-for-employee-treatment-after-ending-union-contract) _2026-08-21 · Michael Cohn · The Latest_ The top Democrat on the House Ways and Means Committee says IRS employees have suffered since the agency unilaterally ended its union contract. ## [Moving to Another State on Medicare? 7 Coverage Changes to Check Before You Go](https://www.savingadvice.com/articles/2026/08/21/10744981_moving-to-another-state-on-medicare-7-coverage-changes-to-check-before-you-go.html) _2026-08-21 · Drew Blankenship · SavingAdvice.com Blog_ Retirement sometimes comes with a new ZIP code; perhaps you’re moving closer to grandchildren, escaping high housing costs, or finally heading somewhere warmer. But packing... ## [Accounting staff departures can lead to turmoil](https://www.accountingtoday.com/news/accounting-staff-departures-can-lead-to-financial-turmoil) _2026-08-21 · Michael Cohn · The Latest_ Rapid turnover among accounting employees could be a sign of future financial reporting problems, according to a new study. ## [4 Bronx Men Charged in $12 Million Medicaid Scheme Using Fake Rides, GPS Spoofing and Kickbacks](https://www.savingadvice.com/articles/2026/08/21/10744964_4-bronx-men-charged-in-12-million-medicaid-scheme-using-fake-rides-gps-spoofing-and-kickbacks.html) _2026-08-21 · Amanda Blankenship · SavingAdvice.com Blog_ Federal prosecutors have charged four Bronx men in an alleged racketeering operation that they say generated at least $12 million in fraudulent Medicaid claims by... ## [On the move: AICPA names new VP of communications](https://www.accountingtoday.com/list/on-the-move-aicpa-names-a-new-vp-of-communications) _2026-08-21 · Daniel Hood · The Latest_ Plus, FAF names the next FASB chair; Boomer recognizes its 2026 Visionaries; and other firm and personnel news from across the profession. ## [Grant Thornton adds GT Australia](https://www.accountingtoday.com/news/grant-thornton-adds-grant-thornton-australia) _2026-08-21 · Daniel Hood · The Latest_ The deal adds 1,500 professionals and six offices to Grant Thornton's multinational platform. ## [Why Waiting to Claim Your Online Social Security Account Is a Major Security Risk](https://www.kiplinger.com/retirement/social-security/why-waiting-to-claim-your-online-social-security-account-is-a-major-security-risk) _2026-08-21 · Donna LeValley · Latest from Kiplinger in Feature_ Skip long phone holds and field office lines. Discover how an active online Social Security account gives you control over your records. ## [Transcript-Driven Stock Discovery (Sponsored)](https://crawlproof.com/a/FFzHnJisWLFu) _2026-08-21 · **Sponsored**_ Ranked, evidence-backed watchlists from indexed executive transcripts for 1–2 quarter horizons ## [Tech news: Bloomberg Tax adds multijurisdictional rule tracking](https://www.accountingtoday.com/list/tech-news-bloomberg-tax-now-supports-multi-jurisdictional-rule-tracking) _2026-08-21 · Chris Gaetano · The Latest_ Plus, Acculink CPA announces free IRS Notice Decoder; AuditDashboard releases Collaborative Scheduling; and other accounting tech news and updates. ## [Your Employer May Match Your Child's Trump Account: Here's How to Ask](https://www.kiplinger.com/personal-finance/savings/trump-account-employer-match) _2026-08-21 · Blake Smith, CFP®, AIF® · Latest from Kiplinger in Feature_ Your employer can contribute up to $2,500 a year to your child's Trump Account. The funds won't be taxable income for you and are a deductible business expense. ## [The best accountants aren't quitting over pay](https://www.accountingtoday.com/opinion/the-best-accountants-arent-quitting-over-pay) _2026-08-21 · Shagun Malhotra · The Latest_ Before posting a new job opening or signing a software contract, take a step back and look at where work is actually happening. ## [Is a Poorly Performing Family Office Eroding Your Family Fortune? You Won't Know if You Refuse to Measure Its Returns](https://www.kiplinger.com/investing/wealth-management/is-your-family-office-losing-money) _2026-08-21 · Michael W. Sonnenfeldt · Latest from Kiplinger in Feature_ Building a fortune is one thing, managing it successfully through a family office is another. Investor and philanthropist Michael W. Sonnenfeldt has a solution. ## [The Retirement-Timing Question Advisors Should Be Asking](https://rethinking65.com/the-retirement-timing-question-advisors-should-be-asking/) _2026-08-21 · Brady Bassford · Rethinking65_ The month clients leave work can make a surprising difference in how smoothly they transition into retirement. (By Brady Bassford) The post The Retirement-Timing Question Advisors Should Be Asking appeared first on Rethinking65 . ## [Disclaimer](https://rethinking65.com/disclaimer-prudential-aug26/) _2026-08-21 · Prudential · Rethinking65_ Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA/SIPC, and an affiliate of LPL Financial. “Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”).… The post… ## [Ask the Tax Editor, August 21: Tax Help for Disaster Victims](https://www.kiplinger.com/taxes/income-tax/ask-the-tax-editor-august-21-tax-help-for-disaster-victims) _2026-08-21 · Joy Taylor · Latest from Kiplinger in Feature_ Joy Taylor answers questions from readers on tax breaks for victims of hurricanes, tornadoes, wildfires and other federally declared disasters. ## [The Hidden Costs Inside a 'Zero-Fee' IRA](https://www.kiplinger.com/retirement/iras/the-hidden-costs-inside-a-zero-fee-ira) _2026-08-21 · Jacob Schroeder · Latest from Kiplinger in Feature_ Six ways "free" retirement accounts can cost you without showing it — and how to keep more of your money. ## [Advisers: This Outdated Retirement Rule Actually Un-Diversifies Your Clients](https://www.kiplinger.com/retirement/retirement-planning/advisers-outdated-retirement-rule-hurts-clients) _2026-08-21 · Craig Corn · Latest from Kiplinger in Feature_ Instead of saving home equity as a "last resort" in retirement planning, it makes sense to treat it as a strategic asset that's incorporated from the start. ## [How Advisers Can Strengthen Their Client Relationships: These Small Changes Can Have a Powerful Impact](https://www.kiplinger.com/business/small-business/strengthen-client-relationships-easy-sales-tweaks) _2026-08-21 · Jim Bowman · Latest from Kiplinger in Feature_ Small tweaks to your sales process can uncover new opportunities and better serve your clients' retirement goals. ## [Ask the crowd: AI or not (Sponsored)](https://crawlproof.com/a/rQrGRqkPi456) _2026-08-21 · **Sponsored**_ Get a transparent verdict from verified humans via web, RSS, or API. ## [In Our World of AI, This Is How Advisers Can Help the 'Confidently Wrong' Client](https://www.kiplinger.com/investing/wealth-management/ai-advisers-confidently-wrong-clients) _2026-08-21 · Salvatore M. Capizzi, CEPA, CBDA · Latest from Kiplinger in Feature_ Financial advisers shouldn't fear being replaced by AI. Instead, embrace the role of a trusted guide who helps clients apply information they get from AI tools. ## [But Google Says… The Executor’s Guide to Late-Night Googling](https://allaboutestates.ca/but-google-says-the-executors-guide-to-late-night-googling/) _2026-08-21 · Jennifer Campbell · All About Estates_ Accepting an appointment as executor is a bit like agreeing to assemble a complicated piece of furniture without realizing the instructions are 300 pages long, several pieces are missing, and everyone in the family has a different opinion about how it should be assembled. Most executors begin the process feeling confident and optimistic. They are organized. They are capable. They have a plan. A… ## [Walmart Shoppers Cutting Back as Gas Stays Above $4 — Sales Growth Hits Slowest Pace in Over a Year](https://www.savingadvice.com/articles/2026/08/20/10744946_walmart-cutting-back.html) _2026-08-21 · James Hendrickson · SavingAdvice.com Blog_ BENTONVILLE, Ark. (AP) — Walmart posted second-quarter results that topped Wall Street estimates Thursday even as the retailer said gasoline prices above $4 a gallon... ## [Tax Fraud Blotter: Keys to the kingdom](https://www.accountingtoday.com/news/tax-fraud-blotter-keys-to-the-kingdom) _2026-08-21 · Mary Ann Tasoulas · The Latest_ Check churning; a Maserati and a McLaren; private family foundation; and other highlights of recent tax cases. ## [79% of the Poor Believe Wealth Comes From Random Luck. 84% of the Self-Made Rich Prove Them Wrong](https://www.savingadvice.com/articles/2026/08/20/10744843_79-of-the-poor-believe-wealth-comes-from-random-luck-84-of-the-self-made-rich-prove-them-wrong.html) _2026-08-20 · Tom Corley · SavingAdvice.com Blog_ If you find value in these articles, please share them with your inner circle and encourage them to Sign Up for my Rich Habits Daily Tips/Articles. No... ## [AICPA approves auditing standard for spotting fraud](https://www.accountingtoday.com/news/aicpa-approves-auditing-standard-for-spotting-fraud) _2026-08-20 · Michael Cohn · The Latest_ The American Institute of CPAs' Auditing Standards Board adopted new guidance governing the auditor's responsibility for identifying fraud or suspected fraud. ## [IRS unveils Tax Compliance Report for taxpayers](https://www.accountingtoday.com/news/irs-unveils-tax-compliance-report-for-taxpayers) _2026-08-20 · Michael Cohn · The Latest_ The digitally authenticated report can be used when applying for a job, loan, government benefit or another service requiring tax compliance information. ## [Can an Old Student Loan Really Reduce Your Social Security Check? Here’s What Older Borrowers Should Know](https://www.savingadvice.com/articles/2026/08/20/10744865_can-an-old-student-loan-really-reduce-your-social-security-check-heres-what-older-borrowers-should-know.html) _2026-08-20 · Drew Blankenship · SavingAdvice.com Blog_ A student loan you stopped thinking about years ago can potentially follow you all the way into retirement. Federal law allows the government to collect... ## [Pet owners set up wills and trusts in estate plans](https://www.accountingtoday.com/news/pet-owners-set-up-wills-and-trusts-in-estate-plans) _2026-08-20 · Michael Cohn · The Latest_ The AICPA is finding a growing number of pet owners including their cherished pets as part of their estate plan, and CPAs can help them set up wills and trusts. ## [IRS extends safe harbor for carbon capture tax credit](https://www.accountingtoday.com/news/irs-extends-safe-harbor-for-carbon-capture-tax-credit) _2026-08-20 · Michael Cohn · The Latest_ The Internal Revenue Service and the Treasury Department issued a notice extending a safe harbor for carbon capture and sequestration technology. ## [4 Economy Hotel Chains at the Bottom of J.D. Power’s Guest Satisfaction Rankings](https://www.savingadvice.com/articles/2026/08/20/10150320_worst-hotel-chains-guest-satisfaction-cleanliness.html) _2026-08-20 · Drew Blankenship · SavingAdvice.com Blog_ A cheap hotel room can stop feeling like a bargain the moment you find stained bedding, a dirty bathroom, or a room that looks nothing... ## [Feds Fine-Tune Investment Rules for Trump Accounts](https://rethinking65.com/feds-fine-tune-investment-rules-for-trump-accounts/) _2026-08-20 · Rethinking65 · Rethinking65_ Proposed regulations spell out what investments are eligible for the popular child accounts. The post Feds Fine-Tune Investment Rules for Trump Accounts appeared first on Rethinking65 . ## [You’re Named as Someone’s Power of Attorney — 8 Things to Know Before You Ever Use It](https://www.savingadvice.com/articles/2026/08/20/10744862_youre-named-as-someones-power-of-attorney-8-things-to-know-before-you-ever-use-it.html) _2026-08-20 · Drew Blankenship · SavingAdvice.com Blog_ Being named in someone’s power of attorney can sound straightforward: if they ever need financial help, you step in and handle things. In reality, signing... ## [What Happens to Your Debt When You Die? What Your Family Is — and Isn’t — Responsible For](https://www.savingadvice.com/articles/2026/08/20/10744859_what-happens-to-your-debt-when-you-die-what-your-family-is-and-isnt-responsible-for.html) _2026-08-20 · Drew Blankenship · SavingAdvice.com Blog_ Death does not necessarily erase a mortgage, credit-card balance, medical bill, or personal loan, but it also does not automatically hand those debts to your... ## [Retirement is a long game: What 43 years of saving taught me](https://www.accountingtoday.com/opinion/retirement-is-a-long-game-what-43-years-of-saving-taught-me) _2026-08-20 · Christine Kuglin · The Latest_ We spend our careers measuring income, assets and rates of return, but the return that matters most is what all those years of discipline allow you to do. ## [IRS proposes rules for Trump account investments](https://www.accountingtoday.com/news/irs-proposes-rules-for-eligible-trump-account-investments) _2026-08-20 · Michael Cohn · The Latest_ Under the proposed regulations, funds can only be invested in eligible investments beginning when the account is established until the beneficiary turns 17. ## [IRS Proposes New Funding Rules for Traditional Employer Pension Plans](https://www.savingadvice.com/articles/2026/08/20/10744846_irs-proposes-new-funding-rules-for-traditional-employer-pension-plans.html) _2026-08-20 · Amanda Blankenship · SavingAdvice.com Blog_ The Internal Revenue Service has issued a notice of proposed rulemaking that would update the regulations governing how single-employer defined benefit pension plans calculate their... ## [More of Us Are Using AI for Financial Advice: Here's Where I'd Draw the Line](https://www.kiplinger.com/personal-finance/using-ai-for-financial-advice) _2026-08-20 · Kevin Brauer, MBA, CPA, CMA · Latest from Kiplinger in Feature_ AI can track spending, organize expenses, watch for unusual activity and remind us when to pay bills, but it can't offer personalized financial advice. ## [Treasury seeks to limit immigrants' use of some tax breaks](https://www.accountingtoday.com/articles/treasury-seeks-to-limit-immigrants-use-of-some-tax-breaks) _2026-08-20 · Caitlin Reilly · The Latest_ The Trump administration moved to further limit immigrants' access to the refundable portion of four tax credits aimed at aiding students, workers and families. ## [Which Trust Type Saves Your Kids The Most Money?](https://www.kiplinger.com/taxes/which-trust-type-saves-your-kids-the-most-money) _2026-08-20 · Kate Schubel · Latest from Kiplinger in Feature_ If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one is right for you.