estate tax
What a Beneficiary Controlled Trust Can Do to Protect Your Legacy After You Are Gone
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Life is messy sometimes. Divorce, bankruptcies and lawsuits happen, and they can potentially wipe out the inheritance you’ve carefully set aside for your loved ones. But there are many trust options to help keep life from ruining your legacy.
It’s Never Too Late for a Family Meeting – Here’s How to Do Them Well
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When there is a large inheritance at stake (or even when there isn’t), it’s a great idea to get everyone on the same page. A family meeting can make that happen, and it can even be enjoyable.
12 Questions Retirees Often Get Wrong About Taxes in Retirement
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You worked hard to build your retirement nest egg. But do you know how to minimize taxes on your savings?
Tax-Smart Charitable Gifting Strategies
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Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. Here are a couple of noteworthy strategies to consider.
PODCAST: The Ins and Outs of IRAs with Ed Slott, CPA
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Are you saving for retirement? Good start. But almost everyone has something to learn about optimizing their individual retirement account from IRA strategist Ed Slott. Also, the next round of retirement-planning changes Congress is eyeing.
On National Chocolate Chip Cookie Day, a Lesson in Life from Mrs. Fields
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A humbling moment that we can all relate to put the future cookie queen on her entrepreneurial path. If Mrs. Fields could turn a humiliating foible around to become a success, so can you.
How to Give a First-Time Home Buyer a Hand
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With home prices soaring, newbies may need financial help from their family. Here’s how to do it right.
33 States with No Estate Taxes or Inheritance Taxes
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Even with the federal exemption from death taxes raised, retirees should pay more attention to estate taxes and inheritance taxes levied by states.
Are 1031 Exchanges Right for Me?
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There’s a possibility the tax-deferral benefit of such property exchanges could end for some high-net-worth real estate investors, so that could speed up some property owners’ decisions.
The Financial Effects of Losing a Spouse
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Even amid grief, it's important to reassess your finances. With the loss of your spouse's income, you may find yourself in a lower tax bracket or that you qualify for new deductions or credits.
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