Latest
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What is the Gift Tax Exclusion for 2025?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
Gift Tax -
Can AI Help With Your Finances?
ChatGPT and other artificial-intelligence tools will streamline certain tasks, but don't count on them to get everything right.
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The 7 Worst Assets to Leave Your Kids or Grandkids
inheritance Leaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.
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The 'Die With Zero' Rule of Retirement
If spending makes you nervous, the 'Die With Zero' rule might be for you. Because you don’t want to be the richest person in the graveyard.
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I own 2 homes, but have 3 kids. Can my estate plan make it fair?
We ask estate planning attorneys for guidance.
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Eight Things No One Tells You About Retirement
Making Your Money Last As you advance toward retirement, it's a good idea to start sharpening the focus of your retirement vision.
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Three Estate Planning Documents a Business Owner Can't Afford to Skip
A business owner's estate plan should protect the company and its employees as well as the entrepreneur's heirs. These three documents are critical.
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8 Rules for Choosing the Right Financial Adviser
Not all advisers are created equal. Here's how to find one qualified to manage your wealth and protect your legacy. From verifying credentials to trusting your gut, follow these rules to find a financial adviser.
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The 2025 Estate Tax Exemption
Estate Tax The IRS increased the exemption before the GOP tax bill dropped. Find out how the plan could permanently change the threshold for estate taxes.
Estate Tax
