Receiving an inheritance can be a significant moment in your life. It’s not just a financial event but often an emotional one, especially if the inheritance comes from a parent or close family member. However, when you’re married, the question
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If you’re considering giving a monetary or valuable gift to a loved one, understanding the annual gift tax exclusion is essential. This exclusion allows you to give a certain amount each year without triggering federal gift tax obligations. In this
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Making the decision to place a loved one in a nursing home is never easy. It’s an emotional process, and on top of that, figuring out how to pay for long-term care can be overwhelming. The Medicaid system is notoriously
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Leaving an inheritance to your children is a meaningful way to provide for their future. But what if they have debt, legal judgments, or financial troubles? Can creditors take the money you leave them? Without proper estate planning, the answer
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Receiving an inheritance can be a financial blessing, but many people worry about whether they’ll have to pay taxes on what they inherit. The good news? Inheritance itself is not considered taxable income at the federal level. However, certain assets
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Learn about a key Social Security change that could impact your planning—and what steps to take now to avoid delays or complications down the road.
Secure your out-of-state vacation home with a trust. Learn how trusts simplify estate planning and protect properties in FL, MD, NJ, and DE.
Learn about Medicaid lookback periods and Pennsylvania inheritance tax when transferring your home to children. Daley Zucker, LLC offers expert guidance in Harrisburg.
Divorce can be a difficult and emotional process, and one of the most challenging aspects is dividing up assets, including retirement accounts. Learn more here.
The IRS has a longstanding program that provides “awards” to persons who advise them of persons and entities that are not properly reporting and paying their taxes. The program is geared toward large cases (tax, penalty, etc. exceeds $2 million
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