Estate Planning Checklist to Put Affairs in Order
August 22, 2023
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An estate plan can give you peace of mind that things you value will be distributed according to your wishes when you die.
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IRS Changes Rule on Inheritance Taxes
August 14, 2023
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The agency has curbed the tax break on a particular kind of trust that is often used to minimize capital gains taxes.
Prepare Now for Coming Estate Tax Changes
June 15, 2023
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One of the most significant changes Americans will soon see is the sunsetting of tax laws under the Tax Cuts and Jobs Act (TCJA) of 2017.
Do Joint Accounts With Rights of Survivorship Work?
May 3, 2023
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Joint accounts may seem like an effective way to prepare if parents need help with finances as they get older, but unexpected problems could crop up.
Will Proposed Tax Hikes Have an Impact on My Estate Planning?
April 28, 2023
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President Joe Biden is proposing a series of tax increases on investors and top-earning Americans in his annual budget request to Congress.
How Do I Reduce Size of My Taxable Estate?
January 26, 2023
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Today’s high estate and gift tax exemptions could be slashed in a few years. Maximize those and other benefits now.
Beneficiary Mistakes to Avoid
January 19, 2023
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Before making a decision on a beneficiary, it’s very important to check your state laws. Some states have different rules on who you can name as a beneficiary.
What are the Tax Brackets for Next Year?
December 27, 2022
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People pay many different kinds of taxes. You file an income tax return every spring, pay sales taxes when you buy things and pay property taxes if you own a home. These taxes apply to nearly everyone.
Estate Planning Mistakes to Avoid
December 22, 2022
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From time to time, it’s good to review why having a complete, up-to-date estate plan is so important.
Don’t Miss Out on Estate Planning Opportunities
November 25, 2022
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People often overlook critical steps when they are doing their estate planning.
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