How can an estate plan be kept vital after death?

When a loved one passes away, you might think that the options for his or her estate plan ...
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Moving Mom or Dad into a nursing home? 5 potential tax implications

More than a million Americans live in nursing homes, according to various reports. If you have a parent ...
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The time to make health care decisions is when you’re healthy

When it comes to estate planning, your ultimate goal likely is to provide for your family after your ...
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Retirement account catch-up contributions can add up

If you’re age 50 or older, you can probably make extra “catch-up” contributions to your tax-favored retirement account(s). ...
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How to address your frequent flyer miles in your estate plan

If you’re a frequent traveler, you may have accumulated hundreds of thousands or even millions of frequent flyer ...
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Inheriting stock or other assets? You’ll receive a favorable “stepped-up basis”

If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or ...
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Put restrictions on your large charitable gifts for added peace of mind

If philanthropy is an important part of your legacy, consider taking steps to ensure that your donations are ...
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Virtual currency lands in the IRS’s crosshairs

While the value of virtual currency continues to fluctuate, the IRS’s interest in it has only increased. In ...
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The best way to survive an IRS audit is to prepare

The IRS recently released its audit statistics for the 2022 fiscal year and fewer taxpayers had their returns ...
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Meet Charlotte Way: The IRS Whisperer

Kids often dream of becoming a doctor, lawyer, or accountant. Few fantasize about becoming both a CPA and ...
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You’ve been asked to serve as executor, now what?

If you’ve been asked to serve as executor of the estate of a friend or family member, be ...
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Are you married and not earning compensation? You may be able to put money in an IRA

When one spouse in a married couple is not earning compensation, the couple may not be able to ...
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