Income taxes can negatively impact your estate plan
As the federal gift and estate tax exemption increases, the number of families affected by gift and estate tax liability decreases. With the passage of
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As the federal gift and estate tax exemption increases, the number of families affected by gift and estate tax liability decreases. With the passage of
Ever since the Tax Cuts and Jobs Act (TCJA) was signed into law in 2017, estate planners have had to take into account a looming
There are numerous factors to consider when you decide to pull up roots and relocate to another state. Your estate plan likely isn’t top of
When planning your estate, one of the smartest strategies you can adopt is to minimize or avoid probate. Probate is a legal procedure in which
For many people, creating an estate plan falls into the category of important but not urgent. As a result, it can get postponed indefinitely. If
As a closely held business owner, a substantial amount of your wealth likely is tied to the business. Of course, you want to retain as
The Tax Cuts and Jobs Act (TCJA) effectively doubled the unified federal gift and estate tax exemption — and annual inflation adjustments have boosted it
One question the family of a deceased person often asks is: What happens to debt after a person dies? It’s important to realize that a
Members of the sandwich generation — those who find themselves simultaneously caring for aging parents while supporting their own children — face unique financial and
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