Play it smart by naming co-executors

Choosing an executor is one of the most important decisions in the estate planning process. This person (or ...
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Quadrupled SALT deduction limit means more taxpayers will benefit from itemizing on their 2025 returns

An important decision to make when filing your individual income tax return is whether to claim the standard ...
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When should you update your estate plan?

Many people think of estate planning as a “one-and-done” task — something you complete and file away. But ...
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If you’re married, should you file jointly or separately?

Married couples have a choice when filing their 2025 federal income tax returns. They can file jointly or ...
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Increase estate planning flexibility by decanting an irrevocable trust

Irrevocable trusts provide various estate planning benefits, such as reducing estate taxes and helping to ensure assets are ...
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Before claiming a charitable deduction for 2025, make sure you can substantiate it

If you itemize deductions on your 2025 individual income tax return, you potentially can deduct donations to qualified ...
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Owning real estate in multiple states can negatively affect beneficiaries

A vacation home, rental property or future retirement residence may play an important role in your long-term plans. ...
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How the new Trump Accounts for children will work

A new tax-advantaged way to help children build up savings for the future was created by the One ...
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Are you and your spouse considering splitting gifts?

The gift tax annual exclusion allows you to transfer up to $19,000 (for 2026) per beneficiary gift-tax-free, without ...
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Tax filing FAQs for individuals

The IRS is opening the filing season for 2025 individual income tax returns on January 26. This is ...
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Rural Hospital State Tax Credits with One Goal

Georgia, Alabama and other states offer tax incentives to benefit rural hospitals, with key distinctions between programs. By: ...
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Take steps to help ensure your estate plan won’t be challenged after your death

It’s not uncommon for family members to contest a loved one’s will or challenge other estate planning documents. ...
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