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
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.
A revocable trust (sometimes referred to as a “living trust”) is a popular estate planning tool that allows you to manage your assets during your
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
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
Traditional estate planning strategies generally are based on the assumption that all family members involved are U.S. citizens. However, if you or your spouse is
If you’re the parent of a newborn, toddler or older child, you may be thinking about naming a guardian for him or her. This can
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