Stepped-up basis rules can ease the income tax bite of an inheritance
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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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
If your estate planning goals include distributing your wealth while also encouraging specific behaviors or achievements among your heirs, using an incentive trust might be
When estate planning, it’s common for parents to leave their primary residence or a vacation home to their children. While your parents’ wills or trusts
If you’ve given a significant financial gift to a family member, you may wonder whether you’re required to file a gift tax return. Even if
Even if you’re single and have no children, having an estate plan helps ensure your final wishes are clearly documented and respected. Estate planning isn’t
Life insurance plays a vital role in your estate plan because its proceeds can provide for your family in the event of your untimely death.
Your estate plan is the perfect place to make charitable gifts if you’re a charitably inclined individual. One vehicle to consider using is a donor-advised
An inheritor’s trust is a specialized estate planning tool designed to protect and manage assets you pass to a beneficiary. One of its primary advantages
Does your estate plan leave specific assets to specific family members? If so, you may want to reconsider your plan. While it may be tempting
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