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Individual and Family Wealth Articles

 

Is a Health Savings Account a Cost Effective Option?

Is a Health Savings Account a Cost Effective Option?

Posted by Amanda Wojtkowski on September 22, 2021

If you’re an employee, you may be able to get a Health Savings Account with your employer. You can also open one of these tax-saving accounts through some banks and other financial institutions. Here are the basic rules.

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Residential Home Sale Profit May Result in Capital Gaines Tax

Residential Home Sale Profit May Result in Capital Gaines Tax

Posted by Michē Needham on September 17, 2021

If you’re selling your principal residence, some or all of the profit may be tax free. It depends on your home sale profit and your income. Here are the basic rules.

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Off-Set the Cost of Long-Term Care Insurance

Off-Set the Cost of Long-Term Care Insurance

Posted by D’Marie Murray on September 17, 2021

Nothing can throw a wrench into an estate plan like incurring long-term care (LTC) expenses. Learn about your insurance options to offset LTC costs.

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Planning for Year-End Gifts

Planning for Year-End Gifts

Posted by Cheryl A. Jankowski on September 10, 2021

There have been proposals in Washington to reduce the estate and gift tax exemption amount, as well as make other changes to the estate tax laws. Making tax-free gifts by year-end can reduce the size of your taxable estate and may be one way to recognize and address this potential threat.

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Don’t Overlook These Three Estate Planning Strategies

Don’t Overlook These Three Estate Planning Strategies

Posted by D’Marie Murray on September 10, 2021

For those who have a high net worth, the main focus of their estate plans is to reduce estate tax liability. Here are three strategies not to be overlooked.

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Business Owners: Understand the Tax Implications of Divorce

Business Owners: Understand the Tax Implications of Divorce

Posted by Robert Torella on August 26, 2021

Divorce may have tax implications for the spouses involved, especially if one or both of them owns a business. Here are some of the issues involved.

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Should Your Will Signing Be Recorded?

Should Your Will Signing Be Recorded?

Posted by Isabella Newman on August 26, 2021

Before recording your will signing, consider alternative strategies to prevent a contested will.

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Scholarships May Now Be Taxable

Scholarships May Now Be Taxable

Posted by Emma Ouweleen on August 16, 2021

If your child receives a scholarship, is the amount taxable income? Here are the rules.

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Intrafamily Lending - Consider a Family Bank

Intrafamily Lending - Consider a Family Bank

Posted by Cheryl A. Jankowski on August 06, 2021

Are you ready to take intrafamily lending to the next level by establishing a family bank?

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Avoiding Probate in Estate Planning Matters

Avoiding Probate in Estate Planning Matters

Posted by Robert Ingrasci on August 03, 2021

In basic terms, probate is the process of settling an estate and passing legal title of ownership of assets to heirs. The part most people dislike about the process is that it’s public.

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