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New Gift Tax Rule Will Apply For 2023
The annual gift tax exclusion is one of the most misunderstood financial concepts in the financial world. Changes in estate tax laws on both the federal and state level have ... -
Money Moves to Make at Every Age (Part 2: 50s & Beyond)
This is the second of a two-part series on the financial moves that should be considered at various pivotal points in your life. After reviewing key decisions to consider during ... -
Choosing the Right Executor for Your Estate Plan
Taking the time to address how your financial affairs will be handled when you are gone can be overwhelming. After all, you are making decisions that affect family, friends and ... -
Unclaimed Property Reaches a Record $58 Billion – How to Know If You or Your ...
Do you or members of your family have unclaimed property that is sitting in the hands of the state? With statistics from the National Association of Unclaimed Property Administrators estimating ... -
Helping Beneficiaries to Avoid Mistakes with an Inheritance
Dealing with the loss of a loved one is never easy. In addition to the emotional challenges of loss, many people are thrust into dealing with financial complexities. This can ... -
Money Moves to Make After Tying the Knot
While marriage can be an exciting time, the realities of integrating the financial goals of two different people can be challenging. Too often, couples find out later that financial incompatibilities ... -
Preparing Your Finances for a New Child
Welcoming a new child to your family is an exciting and joyous event. After deciding on nursery colors, newborn clothes and a crib, it is time to give some serious ... -
Retirement Strategies to Address Higher Costs of Living
Retiring in a state with a higher cost of living isn’t easy. Elevated income tax and property rates, higher costs of living and excessive estate and inheritance tax rates are ... -
Financial Planning Considerations After the Loss of a Spouse
Mourning the loss of a spouse can be one of the most difficult things for a person to experience. In fact, Psychologists Holmes & Rahe developed a scale to assess ... -
Important Strategies to Help Simplify Your Estate Planning
The loss of a loved one can be one of the most emotionally challenging things for anyone to face. Unfortunately, before many people have a chance to mourn this loss, ...
