Own foreign assets? Account for them in your estate plan
Failing to address any foreign assets you possess in your estate plan can cause unexpected outcomes. The good news is that with the help of
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Failing to address any foreign assets you possess in your estate plan can cause unexpected outcomes. The good news is that with the help of
Are you an older taxpayer who owns a house that has appreciated greatly? At the same time, you may need income. Thankfully, there could be
The IRS recently released guidance providing the 2025 inflation-adjusted amounts for Health Savings Accounts (HSAs). These amounts are adjusted each year, based on inflation, and
As a formal estate planning term, “tangible personal property” likely won’t elicit much emotion from you or your loved ones. However, the items that make
The laws regarding the execution of a valid will vary from state to state, but typically they require certain formalities. These may include signing the
It’s not uncommon for people to address the fact that they may one day become physically incapacitated and unable to make critical medical decisions themselves.
Most people are genuinely appreciative of inheritances, and who wouldn’t enjoy some unexpected money? But in some cases, it may turn out to be too
Estate planning has a language all its own. While you may be familiar with common terms such as a will, a trust or an executor,
Irrevocable trusts can allow for the smooth, tax-advantaged transfer of wealth to family members. But there’s a drawback: When you set up an irrevocable trust,
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