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Estate planning typically focuses on what happens to your assets when you die, but it’s important plan for making critical financial and medical decisions if you’re unable to make those decisions.
If your estate plan includes a revocable trust — also known as a “living” trust — it’s critical to ensure the trust is properly funded. Certain benefits aren't available if the trust isn't funded...
For many people, income tax planning offers greater tax-saving opportunities than gift & estate tax planning. A record-high gift & estate tax exemption means fewer people are subject to those taxes.
One health care arrangement soaring in popularity in recent years has been the pairing of a high-deductible health plan with an HSA, which can help you achieve your estate planning goals...
On September 27, President Trump released a nine-page “framework” for new tax legislation. The new target for the corporate tax is 20% instead of 15%. The “border-adjustable tax” is history.