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Can a Spousal Lifetime Access Trust Lower My Taxes?
SmartAsset via Yahoo Finance· 1 year agoAn estate plan is designed to make sure your family is taken care of after you are gone - and to see that your money and property is dispersed as you...
10 ways wealthy Americans save big on taxes, from putting mansions in trusts to guaranteeing...
Business Insider via Yahoo Finance· 4 months agoivanastar/Getty, akurtz/Getty, DNY59/Getty, Tyler Le/BI The wealthiest taxpayers have many tools at...
The Estate Tax Exemption Could Be Halved at the End of 2025. How to Lock It In.
Barrons.com· 3 weeks agoFEATURE The $13.61 million estate- and gift-tax exemption is due to expire at the end of 2025, but...
Florida lawyer accused of swiping $450,000 from mother’s trust says father stole from him
Miami Herald via Yahoo News· 1 year agoA Boca Raton lawyer’s emergency suspension for allegedly stealing $450,000 from his mother’s trust...
Learn about options for estate planning and wealth transfer
The Tennessean via Yahoo News· 1 year agoMany of us are not comfortable talking about estate planning (what happens to our assets at death). And for understandable reasons: It might get complicated. It might seem expensive to ask for ...
The ABCs of High Net Worth Clients: Part 1
ETF Trends via Yahoo Finance· 1 year agoInterested in learning more about attracting — and retaining — more high net worth clients? Advisors looking at upping their game in the highly coveted...
After he dies, Warren Buffett says 90% of his wife's inheritance will go into this one investment —...
Moneywise via Yahoo Finance· 4 months agoLegendary investor Warren Buffett has generated substantial returns for the shareholders of his...
Taxes 2024: 3 Ways To Prepare Now So You Don’t Lose Money With Upcoming Gift and Estate Tax Changes
GOBankingRates via Yahoo Finance· 6 months agoEvery American must take important tax aspects into consideration every year, whether they're...
Three Do-It-Now Moves for Ultra High Net Worth Investors
Worth via Yahoo Finance· 12 months agoLearn how to achieve your wealth objectives through three proactive moves that offer flexibility, access, and control. The post Three Do-It-Now Moves for Ultra High Net Worth Investors appeared first on Worth.
How Advisors Should Counsel Clients During Tax Law Uncertainty
SmartAsset via Yahoo Finance· 1 year agoThe 2024 presidential election and anticipated 2025 sunsetting of the Tax Cuts and Jobs Act (TCJA)...
