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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

Three Actions to Protect Wealth Transfer Amid Tax Uncertainty

How should families plan to pass on their wealth amid ongoing uncertainty over estate taxes? Even if TCJA provisions are extended, they might still be temporary.

Kiplinger · Mar 6, 2025

How to Avoid These Five Costly Tax Mistakes That Many Retirees Make

Making incorrect assumptions about tax brackets, tax-loss harvesting, charitable giving, estate taxes and more can cost you big-time in retirement.

Kiplinger · Feb 22, 2025

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

One Way to Secure Your Child’s Inheritance in an Uncertain Tax Future

Sometimes it might take an IDGT, or intentionally defective grantor trust, to preserve generational wealth. But how does that work?

Kiplinger · Jul 28, 2023

Marcos-era Torture Victims Try To Derail Son’s Candidacy in Philippine Vote

The younger Marcos refuses to address the atrocities committed when his father was in power and has repeatedly dismissed questions from local reporters about the billions of dollars in unpaid estate taxes that the family owes the government.

The News Lens · May 6, 2022