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Inheritance Planning

Inheritance planning is the process of preparing for the transfer of one's assets to beneficiaries upon their death. The primary objective of inheritance planning is to ensure that an individual's ...
When a loved one dies, there are a lot of things to worry about, from planning the funeral to dealing with your own emotions. As is often the case though, money is a major part of the calculus of life ...
When it comes to transferring wealth, estate planning and tax planning go hand in hand. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you ...
Business Property Relief (BPR) was an important survivor of chancellor Rishi Sunak’s spring Budget in early March. The tax break can be a valuable tool in planning for inheritance tax, but had been ...
Christine Matus of The Matus Law Group ( released practical guidance to help households navigate real estate transfers among ...
Not everyone wants an inheritance. Popular reasons for rejecting a windfall include avoiding tax hits, preserving government benefits, managing family dynamics, giving to charitable causes and using ...
Farmers are "bewildered and frightened" with many questioning the future of their businesses because of the government's ...
The Pennsylvania Inheritance Tax has been the subject of much discussion and controversy over the years, at least among my clients and potential clients. Since there have been so many questions ...