Personal Finance


Recent Personal Finance Articles

Estate Planning: How to Shave Your Tax Bill

By Jill Andresky Fraser |  Dec 1, 1995

A tax lawyer offers some guidelines to save estate taxes when transferring stocks to family members.  Read more


In Search of the Perfect Portfolio

By Neal Ochsner |  Nov 1, 1995

Four entrepreneurs discuss their investment schemes and several experts offer investment tips to business owners.  Read more


Estate Planning: Steps to Take Before an IPO

By Jill Andresky Fraser |  Nov 1, 1995

An attorney explains the risks of passing on assets to heirs after an IPO rather than before.  Read more


Resource: Don't Wait to Plan Your Estate

By Jill Andresky Fraser |  Nov 1, 1995

Inc.'s finance editor offers a quick overview of the book Know Your Estate by Denis Clifford and Cora Jordon.  Read more


Estate Planning: Trustee Liability Rules Ease

By Jill Andresky Fraser |  Oct 1, 1995

A trusts and estates legal expert explains how new laws in three states reduce trustee liability.  Read more


Estate Planning: The Essential Role of Insurance

By Jill Andresky Fraser |  Aug 1, 1995

A financial adviser offers some tips in making an effective estate plan.  Read more


The Stock Pickers' Ball

By Stephanie L. Gruner |  May 1, 1995

Experts pick their favorite Inc. 100 stocks and offer some investment advice.  Read more


Family Limited Partnerships

By Jill Andresky Fraser |  Apr 1, 1995

Advice on creating family limited partnerships.  Read more


Estate Planning: Monitor Your Company's Growth

By Jill Andresky Fraser |  Jan 1, 1995

A founder explains how he explored various options to reduce estate taxes.  Read more


Two Partners, One Life Insurance Policy

Jan 1, 1995

Business partners should explore "first to die" life insurance.  Read more


IRS Makes Nice

By Jill Andresky Fraser |  Dec 1, 1993

A new IRS ruling allows a way around the "transfer for value" (TFV) rule.  Read more


Two Partners, One Life Policy

By Jill Andresky Fraser |  May 1, 1993

'First to die' insurance coverage covers all company owners but pays only with the first death.  Read more


Surviving an Owner's Death

By Jill Andresky Fraser |  Apr 1, 1993

Small company survived unexpected death of its founder through advance estate planning.  Read more


Why Write a Will for Your Business?

By Jill Andresky Fraser |  Jan 1, 1993

The essentials of writing a business will.  Read more


A Guide to Trusts

By Jill Andresky Fraser |  Aug 1, 1992

Recommendations on trusts that can be valuable in reducing future taxes.  Read more


Missed Estate-Planning Opportunities

By Jill Andresky Fraser |  Aug 1, 1992

Chart shows which methods are most frequently used to pay estate taxes.  Read more


Estate-planning Resources

By Jill Andresky Fraser |  Jul 1, 1992

Three informative resources about estate planning.  Read more


Plan Now, Pay Less Later

By Jill Andresky Fraser |  Feb 1, 1992

Estate planning tax strategies.  Read more


When Living Trusts Make Sense

By Jill Andresky Fraser |  Sep 1, 1991

Advice on when it's appropriate to set up living trusts.  Read more


Estate Planning: And When I'm Gone

By Inc. staff |  Jan 1, 1990

Survey: Five methods for reducing estate taxes and the percentage of entrepreneurs who have chosen each.  Read more


Planning Ahead

By Jill Andresky Fraser |  Aug 1, 1989

There are a number of advantages to early estate planning.  Read more


Managing Your Stock Portfolio

By Paul A. Strassmann |  Apr 1, 1989

With today's software it's not hard to become your own financial adviser.  Read more


Shirt-sleeve Investing

By Lisa R. Sheeran |  May 1, 1985

The year was 1981, and company comptroller Tom Buck figured it was the end of the road for Colorado AMC/Jeep Renault Inc. All of Buck's efforts to find m...  Read more


The Case for a 'Small' Portfolio

By John Case |  Sep 1, 1983

Comparing a portfolio of blue chip stocks with a portfolio of small-cap companies.  Read more


Borrowing On The House

By John Case |  Aug 1, 1983

Funding you business through a home-equity loan.  Read more