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Retirement Tips for 2024 From Five Retirement Experts
From Rothifying IRAs to navigating changing tax laws, these fiduciary advisers share the recommendations they’re making to their clients this year.
Five Strategies to Keep Your Heirs From Blowing Their Inheritance
estate planning Preserving the family money beyond a few generations isn't an easy task.
By Anne Kates Smith Last updatedestate planning
What is the Gift Tax Exclusion for 2024?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor Last updatedGift Tax
The Five Critical Components of a Financial Plan for Retirees
Not only do you need to know what you’re going to do and whether you have enough money to do it, you need plans for income, taxes and your estate. Here’s how to build your plan.
By Evan T. Beach, CFP®, AWMA® Published
Seven Ways to Protect Older Adults from Financial Abuse
Scams are everywhere, and older people are prime targets. It’s critical to be vigilant, safeguard personal info, get paperwork in order and more.
By Thomas C. West, CLU®, ChFC®, AIF® Published
Plan Now, Save on Taxes Later: Tax Law Reset Is Coming
Don’t let the sunsetting of provisions in the Tax Cuts and Jobs Act catch you off guard. Here are some ways to take advantage of lower tax rates now.
By William Thatcher Published
An 'Equal' Inheritance for All the Kids Doesn't Always Work
Here are four scenarios in which it'd be appropriate for one or more of your children to inherit differently than their siblings.
By Tracy Craig, Fellow, ACTEC, AEP® Last updated
How Regular Families Could Be Affected if Tax Cuts Expire
You don’t have to have a large estate to see a significant impact on your taxes once provisions in the 2017 Tax Cuts and Jobs Act sunset (if Congress doesn’t act).
By Timothy Barrett, Trust Counsel Published
Four Ways to Teach Young Adults How to Manage Great Wealth
Wealthy families can use these planning strategies to help their children learn the importance of responsibly managing their wealth.
By Alvina Lo Published
Common Estate Planning Mistakes
Have you managed to avoid the eight most common estate planning mistakes? Your family will thank you.
By Daniel Bortz Published