Many individuals may overlook the potential estate tax consequences of owning a valuable primary residence or vacation property. Without proper planning, these assets could significantly increase the value of the individual’s taxable estate and result in higher estate...
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SECURE ACT 2.0: Congress Rewrites the Rules of Retirement
The lack of retirement preparation and concern among Americans has captured the attention of Washington policymakers. On December 29, 2022, President Biden signed a $1.7 Trillion budget bill, which included a substantial number of changes/modifications to the original...
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