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Four Key Elements of a Good Estate Plan
An estate plan can be complex or simple, depending on your estate and your wishes, but every estate plan should accomplish these basic goals.
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Four Common Misconceptions About Life Insurance
Just because you have no dependents and no debt doesn't mean life insurance wouldn't come in exceedingly handy for someone in your life or even a charity.
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Want to Move to Italy? What to Consider Financially
Once you've decided that you and Italy are compatible, you'll want to work out your tax planning, investments, retirement accounts and benefits.
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Estate Planning: How to Protect Family Treasures
Items like antiques, art and jewelry, as well as family photos, can carry huge emotional ties. The more specific you are in your plans, the better for everyone.
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12 Great Places to Retire in the Midwest
places to live Here are our retirement picks in the 12 midwestern states.
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Do You Have to Take Money Out of Your Inherited IRA?
A reprieve for adult children and other non-spouse beneficiaries of inherited IRAs will end in 2025.
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What is the Gift Tax Exclusion for 2024?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
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Gift and Estate Tax vs Capital Gains Tax: Which Is Less?
Capital gains tax rates might be lower than the gift and estate tax rate, but how you handle your estate and whether you use a trust can make a big difference in taxes owed.
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How to Use 'Giving While Living' In Estate Planning
If you want to give an inheritance while you're alive, there are many points to think through, including what you can afford and what the rules are around giving.
