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The annual gift tax exclusion is the amount of money you can give to any individual person in a calendar year without having to report it to the IRS. Think of it as a "no questions asked" amount that resets every January 1st.
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The annual gift tax exclusion is the amount of money you can give to any individual person in a calendar year without having to report it to the IRS. Think of it as a "no questions asked" amount that resets every January 1st.
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Sometimes, an estate plan looks good on paper, but is missing key details. Here are the 5 most common missing pieces in broken estate plans you should be aware of.
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Your estate plan isn’t something you create once and forget about. Life changes — sometimes in big, unexpected ways — and your plan should evolve along with it.
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The turn of the year isn't just about resolutions—it's a valuable opportunity to ensure our financial house is in order and our plans remain aligned with what matters most. Here are five critical areas to examine before December 31st.
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Think a will is enough to protect your family and assets? Most people do—until they learn about probate costs, privacy concerns, and the glaring gaps in protection.
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Many retirees get the money part right but still end up feeling lost. Retirement isn't just about having money—it's about making sure your money serves the life you want, instead of becoming the point of the life you have.
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Worried about how a government shutdown might affect your retirement income and financial security? While your Social Security and Medicare benefits will continue, there are important service disruptions and economic ripple effects every retiree should understand.
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This guide outlines eight key financial planning areas retirees should review during the fourth quarter, including tax strategies, healthcare enrollment periods, estate planning updates, and investment portfolio assessments.
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The boomer generation will transfer $84 trillion over the next decade, but fragmented planning could cost your family significantly. Discover how coordinating your estate and financial planning under one roof can simplify asset transfer, minimize taxes, and ensure your children inherit clarity—not complexity.
