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Last year, I posted an article about the gift tax exclusion for 2024 and 2025. It was a very popular post; read by many. I shared the following article about the gift tax exclusion for 2025 and 2026 in early November. If you missed it, here it is again, just in time...

While the following article is a few years old, the basics haven’t changed. If you are in or approaching your senior years, or have loved ones who are, please read on for some good tips from Marie White, CEPF, and published on July 17, 2024, by SMARTASSET™ “Estate...

Most people think of estate planning as being only for family members. That is, if they ever think of it at all! But I recently heard about a situation where one individual's estate plan included a neighbor. Not something you see every day. Here is what happened. A...

As promised, here is Part Two of the series on Absolutely Vicious Fights Over Inherited Fortunes. Again, this was originally published on ListVerse.com 3/3/23 and written by Selme Angulo.    Read on for how messy and nasty things can get when heirs are...

If you are a single parent of a minor, you should read this. It is important.   I know you don't want to think about this but you should. If something were to happen to you, who would care for your child? If you have not appointed a legal guardian for your child,...

I found the following article a few years ago on ListVerse.com. It is both interesting and, in some ways, amusing how being fabulously wealthy can bring special challenges and burdens. The article included a list of the top ten most vicious fights over inherited...

I hope you had a wonderful Thanksgiving holiday last week, whether you were hosting at your home, traveling to friends or relatives, or simply enjoying a long weekend on your own. However you spent it, I hope it was good. And for those who spent quality time with...

Got a minute?  I would like you to jot down any changes, big or small, that have occurred in your life since November 2022. I’ll provide a quick checklist below to get you started: Did you ... Get married or divorced? Welcome a new family member into your home?...

Between 7 and 8 million Americans move to a different state annually. Given everything involved in a major relocation, it is not surprising that many fail to update their wills and other estate planning documents after the move. That can prove to be a huge mistake...