There are a lot of factors to consider when developing an estate plan that can minimize taxes. Learn the differences between estate tax versus inheritance tax.
A trust can be a great planning tool, but it’s important to know the difference between a revocable versus an irrevocable trust.
Talk markets, emphasize savings, and take the fear out of finances. A family’s financial knowledge transfer is a prudent and powerful gift.
Consider getting an early start to estate planning, no matter what your age or financial situation. Organizing your financial affairs and estate can be a fruitful exercise at any point of your financial journey, but the sooner, the better.
Bonus, tax refund, inheritance, or other unexpected windfall? Here are 5 ways you could splurge on your financial self.
Single and childless? You might think you don’t need estate planning. But you might be wrong. Here are some things to consider.
When planning your estate allocation, a straight-even division might not be the most appropriate where there are special needs.
Inherited IRAs may be simple exchanges for spouses, but require a little more work for those family members and friends who aren’t.
Be smart (and have fun) with your inheritance. Wipe out debt, plump up your IRA, and make new investments to honor and grow this gift.
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