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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.

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.

What you should know before hiring a professional fiduciary.

Inform yourself about certain issues that may arise.

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.

The Great Wealth Transfer is underway, but advisors say open dialogue within families is crucial to success.

Investors are weighing prospect of higher rates for longer.

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.

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.

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.