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Trusts are extremely flexible vehicles and can provide protection for beneficiaries, like a son or daughter

Many non-profits would be happy to have your inheritance—like colleges and universities, religious organizations

But some assets don’t get this step-up in basis—like retirement accounts.

Although combining a conversation about Alzheimer’s with a family visit over the holidays may not seem like All of this may seem like a painful conversation to have over a holiday meal, but do it now while you

Look at your income when you retire—like Social Security, pensions or rental income.

“This is gonna affect most people’s lives more than just about anything we’ve done, and most people don A Google spokesperson said in an email to The Associated Press that the company believes that bills like

Senate bill,” explains that current state law doesn’t adequately address what happens to digital assets (like

It’s being popularized by companies like Betterment LLC. These will include things like estate planning and tax advice.

Giving the appreciated assets of stock or complex holdings like real estate or small business shares which reduce your charitable donation by what it costs the organization to offer such rewards, would be like charities that are in good standing with the IRS, so you can’t make gifts to split-interest trusts like

Likewise, an HSA can work like an IRA. You can actually increase money saved for retirement or beneficiaries, just like an IRA.

If Democratic front-runner Hillary Clinton wins, experts think many of her policies will be in line with the Obama administration, like the estate tax.

If you have planned for the inevitable downturns, you should have enough in cash and cash-like investments to cover two to three years of living expenses.