When moving out of state, review your estate plan
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
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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
When it comes to estate planning, one important decision many people struggle with is whether to share the details of their plans with family members.
With the federal gift and estate tax exemption amount set at $13.99 million for 2025, most people won’t be liable for these taxes. However, capital gains
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