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Browsing Tag

estate planning

26 posts
PPersonal finance
Biggest mistakes crypto investors make with estate planning
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Biggest mistakes crypto investors make with estate planning

  • December 6, 2025
Roughly 1 in 7 people are leaving unclaimed property on the table, according to the National Association of…
PPersonal finance
Don't put these 5 assets in a living trust. How to help your kids bypass probate when you die
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Don’t put these 5 assets in a living trust. How to help your kids bypass probate when you die

  • December 1, 2025
Envato Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. If…
PPersonal finance
I plan to leave my entire $2.5M estate to my son, but I don’t want his wife to ever get any. How do I ensure that?
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I plan to leave my entire $2.5M estate to my son, but I don’t want his wife to ever get any. How do I ensure that?

  • November 24, 2025
When preparing a will, it’s not uncommon for awkward family dynamics to complicate the process. Imagine Joan, a…
PPersonal finance
401(k) catch-up contribution limits 2026: IRS update
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401(k) catch-up contribution limits 2026: IRS update

  • November 14, 2025
Peter Cade | Getty Images The IRS has announced new 401(k) catch-up contribution limits for 2026. In its…
PPersonal finance
IRS announces Roth IRA income limits for 2026
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IRS announces Roth IRA income limits for 2026

  • November 13, 2025
Kseniya Ovchinnikova | Moment | Getty Images The IRS has unveiled the Roth individual retirement account contribution and income limits…
PPersonal finance
401(k) contribution limits 2026: IRS increases savings cap
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401(k) contribution limits 2026: IRS increases savings cap

  • November 13, 2025
Maskot | Digitalvision | Getty Images The IRS has announced new 401(k) contribution limits for 2026. In its release on…
PPersonal finance
Moving to a new state? Make sure to unpack, update your estate plan
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Moving to a new state? Make sure to unpack, update your estate plan

  • November 9, 2025
Watch Outer Banks home put on dolly, moved from eroding tides A waterfront home was put on a…
PPersonal finance
These inherited IRA mistakes could reduce your windfall, advisors say
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These inherited IRA mistakes could reduce your windfall, advisors say

  • November 2, 2025
Juanma Hache | Moment | Getty Images While many investors welcome a windfall, the rules for inherited individual…
PPersonal finance
Writing a will? These common mistakes can land it in court
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Writing a will? These common mistakes can land it in court

  • October 25, 2025
People believe that writing a will is like sealing their final wishes forever, a one-time task that guarantees…
PPersonal finance
Why you shouldn't wait to create a will and how to do it affordably
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Why you shouldn’t wait to create a will and how to do it affordably

  • October 24, 2025
BALTIMORE — It’s a conversation many of us put off — who makes decisions for you if you…
PPersonal finance
Wealth Advisor and Financial Therapist: How to Talk About Inheritance
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Wealth Advisor and Financial Therapist: How to Talk About Inheritance

  • October 19, 2025
This as-told-to essay is based on a conversation with Ashley Agnew, senior wealth advisor and director of financial…
PPersonal finance
I Asked ChatGPT What the Smartest Retirement Moves Are for People in Their 50s
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I Asked ChatGPT What the Smartest Retirement Moves Are for People in Their 50s

  • October 17, 2025
Your 50s are when retirement planning stops being something you’ll deal with “someday” and becomes something you need…
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