The Estate Taxes Catching Americans by Surprise
Seventeen states and the District of Columbia have estate or inheritance taxes or both. The rules can change from year ...
Thursday, September 3, 2026
Tag: Estate Planning
Your Will Alone Won’t Guarantee Your Money Goes to Your Heirs
Sept. 30, 2023 9:00 pm ETListen to article(2 minutes)When Dr. James Rocconi’s third wife left him, he rushed to update ...
Pass On Your Heirlooms, Not Family Drama
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber ...
How to Leave Grandkids Your Retirement Savings—and Not a Huge Tax Bill
The new rules for inherited IRAs might warrant a rewrite of your estate plan.
Retirement in Paradise Isn’t Without Financial Headaches
It is easy to make mistakes in taxes, banking and estate planning when retiring abroad, and they can be costly.
When Naming a Trustee for Your Estate, Ask Yourself These Four Questions
Do you pick a friend? A family member? A professional? The right choice can make all the difference for your ...
IRS Raises Estate-Tax Threshold to $12.92 Million for 2023
Individuals will be able to transfer up to $12.92 million to heirs tax-free during their lifetimes or after death, up ...
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