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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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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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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In a previous blog, we covered the importance of having a financial power of attorney in place, but did you know that not all financial powers..
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As we start the New Year, we want to take a moment to inform you of tax law changes which will take effect this year. Some..
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