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Saving your wealth is in the news!

Inside the TPG Library, you can research recent magazine and newspaper articles about the following topics, in one concise location. Please select the topic you wish to review below:


Estate Planning & Asset Protection

Saving for Retirement

Tax Planning


The links below will open news organizations' websites in a new browser window. All copyrights and trademarks are the property of their respective owners. No third party endorsement of SaveWealth, our Affiliated Attorney Network, or our estate and retirement strategies is intended.

 


Estate Planning & Asset Protection


Leaving Millions? U.S. Tax Court Just Made It Easier
Fortune (September 28, 1998)

Chalk up one victory for well-heeled taxpayers. Learn how one wealthy family saved $2 million in estate taxes by challenging a long-standing IRS position on how to value gifts for estate tax purposes.

 

Gravy boat diplomacy Forbes (October 20, 1997)

Bite the bullet now, and spare your family ugly fights and oversize legal bills.

 

Caveat testator Forbes (June 19, 1997)

What can you do if your lawyer screws up your will? After all, you're not around to sue. Here are some tips to prevent this from happening.

 

Brother vs. brother vs. mother vs. cousin Forbes (June 17, 1996)

John D. Rockefeller's heirs have been very adept at building wealth. John D.'s brother's heirs have been more adept at fighting one another.

 

How to leave the tax man nothing Fortune (March 18, 1996)

"There are so many possibilities in estate planning that paying any tax at all may be optional," says one financial planner. Have we got your attention? Read on...

 

 


Saving For Retirement

 
Could your kids run your company? Inc. (July, 1998)

If you dream of passing your business on to kids at retirement, then you need to start planning now.

 

The Real Retirement Crisis L.A. Times (February 3, 1998)

Social Security, not savings, is problem for Boomers.

 



Tax Planning

 
King Lear, updated Forbes (March 9, 1998)

Thanks to Senator Roth, you now have a terrific tax-advantaged estate-planning tool called the Roth IRA.

 

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