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Tax facts to make your head spin
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There’s no doubt that the tax codes in America can be pretty taxing if you really think about them. Here are a few tax facts that might surprise you.
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Hiring a Corporate or Licensed Fiduciary - Trustee
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What you should know before hiring a professional fiduciary.
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Common issues you may want to explore with your Advisor & Successor Trustee
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Inform yourself about certain issues that may arise.
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Don’t split heirs! How to avoid family fights when leaving behind a second home
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Ownership, management and use of the holiday home: That’s the trifecta estate planners and financial advisors need to reckon with if they want to keep the peace.
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Should you tell your kids how much they’ll inherit
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The Great Wealth Transfer is underway, but advisors say open dialogue within families is crucial to success.
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Why bonds are the best since the financial crisis
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Investors are weighing prospect of higher rates for longer.
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Most Americans don’t know how long an average retirement lasts
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When a client talks to their financial advisor about retirement, they want to be assured that they won’t run out of money, but it’s likely they won’t know how long it needs to last.
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The IRS is increasing the standard deductions for 2023 as inflation intensifies
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The Internal Revenue Service is increasing its inflation adjustments for the 2023 tax year after prices for rent, groceries and gas have reached heights not seen in 40 years.
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FDIC Changes Insurance Coverage of Trust Bank Accounts
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Soon, accounts held by trust may be insured by the FDIC for up to $1.25 million, rather than the current $250,000 limit on many individual accounts.
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What Commissions Do Financial Advisors Earn
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When looking for a financial advisor, make sure you ask how they’re compensated.
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