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    • Estate Tax Planning Tips For 2023

      Estate Tax Planning Tips For 2023

      SmartAsset via Yahoo Finance· 1 year ago

      Estate planning matters if you're hoping to preserve as much of your wealth and assets as possible for future generations. One of the biggest challenges...

    • What Counts Toward the Gift Tax?

      What Counts Toward the Gift Tax?

      SmartAsset via Yahoo Finance· 1 year ago

      If you give someone cash or property valued at more than the 2023 annual exclusion limit of $17,000 ($34,000 for married joint filers), you'll have to...

    • How To Pass Generational Wealth Tax Free

      How To Pass Generational Wealth Tax Free

      GOBankingRates via Yahoo Finance· 6 months ago

      Generational wealth -- the various financial assets that are passed down through families to children, grandchildren and beyond -- can come with pretty...

    • The ABCs of High Net Worth Clients: Part 2

      The ABCs of High Net Worth Clients: Part 2

      ETF Trends via Yahoo Finance· 1 year ago

      This is the second of two pieces covering the “Advanced Financial Planning — Real World Strategies” panel Tuesday morning at Exchange in Miami, hosted by...

    • How Much Money Can I Gift Without Owing Taxes?

      How Much Money Can I Gift Without Owing Taxes?

      SmartAsset via Yahoo Finance· 4 months ago

      For 2023, the annual gift tax exemption is $17,000, up from $16,000 in 2022. This means you can give up to $17,000 to as many people as you want in 2023...