It’s never too early to think about taxes! The IRS has already issued numbers to help you understand what the 2024 tax year situation will be..
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Every family will approach death and dying from a cultural perspective, which can sometimes present cultural issues. Nevertheless, you have to prepare for the inevitable. For..
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The Secure 2.0 Act made changes to retirement contributions that were supposed to go into effect for the 2024 tax year. These changes mean that higher..
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Don’t overlook foreign homes when planning your estate. If you own real estate outside the U.S., you should address the assets in your estate plan. But,..
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Federal estate tax in 2023 mostly remains an issue for the very wealthy — those with an estate valued at more than $12.92 million or $25.84..
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You’ve worked your entire life to build a family business, and now it’s time to pass it on. But how and when you sell the family-owned..
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In the recently released Rev. Proc. 2023-23, the IRS has made annual inflation adjustments to health savings account (HSA): The HSA catchup contribution limit for those..
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If you find yourself in a position where you recently came into possession of an inherited IRA, you might feel as though you’re at a crossroads..
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Suppose it is your responsibility to designate the next owner of true heirlooms. Above all, you want to avoid family strife and resentment and ensure they..
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As you saw in our blog post last month, there are a lot of important nuances to consider when creating and executing a financial power of..
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