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The Internal Revenue Service (IRS) has released its tax inflation adjustment figures for tax year 2025.

Here are some steps you can take to get started with the estate planning process, even before you meet with an attorney to work on any legal documents.

Inheritance tax is a state-level tax that beneficiaries pay when they receive assets from an estate after somebody has passed away.

Once you've taken the step to create a will and get your estate plan in order, you need to figure out what to do with the will itself.

Our devices offer so many benefits and have become such an integral part of our lives that we often forget how much easier they make it for people to steal our information or take advantage of us.

As of 2024, you can roll over unspent funds from a 529 plan to a beneficiary-owned Roth IRA. This provision gives families a way to kick-start a young person's retirement savings.

While simple estate plans may just use a will, more complex plans may benefit from also employing a trust.

Whether it's an honor or a burden (or both), you have been appointed trustee of a trust. What responsibilities have been thrust upon you? How can you successfully carry them out?