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10/29/26 10/29/26

The Gifting Rules Are Not What You Think

Many parents are working off outdated assumptions about how much they can give their kids tax-free. The rules are more generous than you may think. Here is what you need to know about gifting.

10/15/26 10/15/26

A Different Kind of Estate Plan: Planning for a Child Who Needs You for Life

If you have a child who will need lifelong financial support, a standard estate plan is not enough. Here is what affluent parents need to know about special needs trusts, ABLE accounts, and the mistakes to avoid.

10/1/26 10/1/26

When One Parent Handled Everything, and Now Your Surviving Parent Is Lost

If your surviving parent is suddenly in charge of finances they never managed, they are not alone. Here is what adult children should watch for, and how to help.

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