UNCOVERED: 2 | History Defined

10 Retirement Loopholes That Make the IRS Sweat

Retirement planning is all about building security and preserving wealth, but sometimes, it’s also about finding creative ways to keep more of what you’ve earned....

Saving Advice · Jun 3, 2025

12 Ways to Protect Your Legacy From Taxes

Leaving a legacy is about more than just passing down money—it’s about ensuring your loved ones are cared for and your values live on. But taxes can take a big bite out of what you leave behind if you don’t plan ahead. Knowing how to protect your legacy from taxes…

The Free Financial Advisor · Jun 3, 2025

Is Your Estate at Risk? The 5 Trusts You Need to Understand

You can use these trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes.

Kiplinger · Apr 25, 2025

Gift and Estate Tax vs Capital Gains Tax: Which Is Less?

Capital gains tax rates might be lower than the gift and estate tax rate, but how you handle your estate and whether you use a trust can make a big difference in taxes owed.

Kiplinger · Sep 2, 2024

Repeal the Death Tax? These Are the Taxing Trade-Offs

Getting rid of the death tax (aka the estate tax) might sound like a great idea, but more people could pay higher taxes under the capital gains tax regime.

Kiplinger · Aug 13, 2024

How to Protect Your Digital Assets From Estate Tax

Estate planning is critical to ensure heirs don't get hit with millions in estate taxes after you die. You can also protect your digital assets from litigation.

Kiplinger · Jul 16, 2024

How to Handle Irrevocable Trust Assets Tax-Efficiently

Irrevocable trusts can be structured so that trust property is either included in the potentially taxable gross estate or removed. What are the pros and cons?

Kiplinger · Jul 15, 2024

With home prices up more than 50%, some states try to contain property taxes

Rising home values have led to higher real estate taxes around the US. Now many states are looking to provide relief to frustrated residents

The Independent UK · Jun 2, 2024

How Life Insurance Can Help You Preserve Your Wealth

Life insurance not only provides liquidity for your family to cover immediate expenses after you pass, but it also can minimize estate taxes.

Kiplinger · Mar 29, 2024

Who Needs a Trust and Who Doesn't? A Financial Planner Explains

Knowing the differences between a revocable trust and an irrevocable trust can help you decide if you need one and, if you do, which kind.

Kiplinger · Mar 6, 2024