When transferring wealth to heirs, tax avoidance can lower your tax bill by structuring transactions to save the most money. If you’re concerned about your loved one’s tax burdens after you pass, learn more.

When it comes to personal possessions, they are typically not included in your will or trust. So, who gets your belongings, sentimental, or collectible items after you pass is up to you to explain.

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An estate tax is a tax on the total value of a person’s assets at death. The estate pays the tax before any beneficiaries receive assets. Federal estate taxes apply only to high-value estates of $12.92 million or more, as of 2023.

Building a detailed succession and estate plan for your family farm is essential; a failure to do so puts both family harmony and your most valuable asset at risk.

In a blended family situation, there are more opportunities to get an estate plan wrong. Use this list of questions to avoid future estate planning hassles.

Making charitable giving a part of your estate plan is a great way to support your favorite charity without impacting your current lifestyle in any way.

Estate planning creates many opportunities to pass along your faith and values as well as financial wealth and tangible assets to the next generation.

The amount you will need to save for retirement depends on many factors including your anticipated lifestyle and how many years you have until retirement.

Every parent wants to make sure their children are provided for in the event something happens to them while the children are still minors. Proper estate planning can help you understand how to leave money to minor children.

Learn the many reasons why it is important to have an advisory team for your estate planning.

A family inheritance can mean more than just money; it can also mean passing down family values, traditions, and history to future generations.

Treating your children fairly in your estate plan does not necessarily mean you need to divide the inheritance equally.