Three Ways the IRS Rewards Your Generosity

By: Katherine Hicks

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Giving to charity is wonderful way to support your favorite cause, and it makes you feel great. But what if you want to go the extra mile and make a larger than usual contribution? Here...

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Three Simple Steps for Managing a Windfall

By: Katherine Hicks

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What would you do if you suddenly became wealthy? Did you know that there are certain steps you should take if you win the lottery, inherit a fortune, or receive some other form of a...

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Home: Your Most Valuable Investment

By: Katherine Hicks

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Your home is likely your family's most valuable asset, not only emotionally, but also financially. Read this article to learn how you can take advantage of the tax, estate planning, and asset protection benefits available...

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Estate Planning Across Borders

By: Katherine Hicks

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Owning assets outside the United States raises a number of estate planning questions: Who gets your property when you pass away? What taxes are due? And how should your estate plan in the U.S. be...

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The Problem With Joint Tenancy

By: Katherine Hicks

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Joint tenancy is a popular form of property ownership, primarily because when one owner dies, title to the property automatically re-vests in the surviving joint tenants. But using joint tenancy to avoid probate can create...

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Why Everyone Needs an Estate Plan

By: Katherine Hicks

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People tend to think of estate planning as something that only the wealthy or the elderly need to do. In truth, regardless of your age, your situation in life, or your level of wealth, estate...

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Planning for the Worst-Case Scenario

By: Katherine Hicks

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Sometimes, in an attempt to avoid thinking about the worst, we miss the opportunity to do the best for our loved ones. A comprehensive estate plan can help you confront your fears in a way...

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