Posted on: March 22, 2023
When it comes to your financial legacy, business owners and executives who accumulate a significant amount of their net worth in their company’s stock rely on the current tax law stating that the basis in assets left to heirs is “stepped up” at death, to the fair market value as of the date of death.
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Posted on: March 21, 2023
Questions to help prepare for aging in place.
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Posted on: March 20, 2023
Estate planning is crucial to leaving your beneficiaries with your possessions as you intend.
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Posted on: March 19, 2023
Beginning your retirement is a significant milestone that is worth celebrating. You have put in many years of hard work and can now focus your energy on the next phase of your life. However, before you begin this next chapter, you must ensure that you have thoroughly thought through this exciting change in your life. […]
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Posted on: March 16, 2023
If you have a residence you would like to pass onto loved ones after your death, and you’re worried about your home going into probate, you may want to put your home in a property trust.
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Posted on: March 15, 2023
The SECURE 2.0 Act, which was signed into law in December 2022, changes the RMD rules for retirement savers beginning in 2023.
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Posted on: March 14, 2023
As the calendar turned to 2023, many of us took a moment to think about resolutions. I want to lose 10 pounds. I want to read things that aren’t just about work. I want to learn how to play pickleball. Or maybe this year I’ll give a relationship another shot. Maybe I’ll even remarry.
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Posted on: March 13, 2023
In this article, we discuss seven specific ways that you can make life easier for your loved ones after you die.
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Posted on: March 12, 2023
An individual retirement account makes it simple to invest in assets like stocks, bonds and exchange-traded funds (ETFs). However, there’s a special type of IRA called a self-directed IRA that lets you own alternative assets like real estate.
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