Year-end giving to charity or loved ones

The holiday season is here and many people plan to donate to their favorite charities or give money ...
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Understand your spouse’s inheritance rights if you’re getting remarried

If you’re taking a second trip down the aisle, you may have different expectations than you did when ...
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How savings bonds are taxed

Many people have savings bonds that were purchased many years ago. Perhaps they were given to your children ...
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Annual gift tax exclusion amount increases for 2023

Did you know that one of the most effective estate-tax-saving techniques is also one of the simplest and ...
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Adopting a child? Bring home a tax break too

Two tax benefits are available to offset the expenses of adopting a child. In 2022, adoptive parents may ...
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Estate planning vocab 101: Executor and trustee

Among the many decisions you’ll have to make as your estate plan is being drafted is who you ...
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How inflation will affect your 2022 and 2023 tax bills

The effects of inflation are all around. You’re probably paying more for gas, food, health care and other ...
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Incorporate Tax Planning Into Your Year-End Giving Strategy

As the end of the year approaches, many of us start thinking about giving as a way to ...
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Should you file a joint tax return for the year of your spouse’s death?

The death of a spouse is a devastating, traumatic experience. And when it happens, dealing with taxes and ...
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You may be liable for “nanny tax” for all types of domestic workers

You’ve probably heard of the “nanny tax.” But even if you don’t employ a nanny, it may apply ...
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Drafting your estate plan isn’t a do-it-yourself project

There’s no shortage of online do-it-yourself (DIY) tools that promise to help you create an “estate plan.” But ...
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Inflation Reduction Act expands deductions for energy-efficient construction

Mitigating the adverse effects of climate change is one of the primary targets of the recently enacted Inflation ...
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