Latest
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Is It OK to Rule From the Grave?
Imposing reasonable conditions on your loved ones during estate planning is smart, but overly burdensome ones can have disastrous results.
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Keeping Property in the Family with LLCs and Partnerships
estate planning Passing a farm, vacation home or other property down for generation after generation has its challenges. LLCs and partnerships can help.
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When You Die, What Happens to Your Bitcoin?
Without your private key, your heirs are locked out of your digital wallet. Being prepared, though, ensures they can gain access to your assets when the time comes.
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18 States With Scary Death Taxes
inheritance Federal estate taxes are no longer a problem for all but the extremely wealthy, but several states have their own estate taxes and inheritance taxes that could still hit your heirs.
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5 Common Estate Planning Mistakes to Avoid
Overlooking an important step or making a blunder can derail all your careful planning, leaving your heirs and beneficiaries with a headache-inducing challenge.
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Estate Tax Exemption Amount Goes Up for 2023
taxes As the estate tax exemption amount increases, fewer estates are subject to the federal tax.
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Best States for Trusts: How to Choose One That’s ‘Trust-Worthy’
To minimize taxes, protect assets and give you and your beneficiaries greater control, 7 states stand above the rest when it comes to trust laws.
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Expecting an Inheritance? Consider Coordinating Your Estate Plan with Your Parents’
Doing some ‘upstream’ planning now will take the guesswork out of what’s coming your way.
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Minimizing Taxes When You Inherit Money
Financial Planning Some inherited assets are tax-friendly, but under new rules, others come with a hefty tax bill. We help you get the most out of a legacy.
