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What happens when your estate includes family heirlooms, china, jewelry, or family vacation homes? A little forethought can make the difference between leaving your executor with a nightmare and leaving grateful heirs with a treasured legacy.

With the holidays fast approaching, tax planning might not be high on your priority list. However, there are a few tax planning strategies that you can still execute before year-end.

Over the past year, China’s government has swallowed many aspects of its private sector. Because China represents about 30% of the Emerging Market Index, emerging markets have fared much worse than U.S. stocks this year.

If financial stress is a problem for you or a loved one, knowing that you’re not alone may bring some solace. But perhaps the greatest comfort comes from actively managing the anxiety you’re feeling through these five steps.

Money is an emotional topic – that’s why many families aren’t comfortable sharing information with each other about their finances. However, it’s never too early to start talking to your parents about their money situation. That’s because failing to understand their finances could have unpleasant – maybe even dire — consequences down the road.

Roth conversions have increased in popularity over the past few years due to our current low tax rate environment. Because these rates are set to sunset and return to their pre-Tax Cuts and Jobs Act rates after 2025, it may be a good idea to investigate Roth conversions this year.

Whether you live in New Mexico or are considering a move, there are several different estate planning considerations in the 47th state. While some are not unique to New Mexico, there are a few interesting differences that are worth considering.

One of the easiest ways to help cyber criminals and scammers target you is by disclosing too much of your personal, private information on social media. But there are ways to stay safe while you share.

According to a recent study by Charles Schwab Asset Management, recent world events like the global pandemic and numerous natural disasters have contributed to a surge in behavioral biases among investors, leading to some unseasonably scary decisions.

The Private College 529 Plan, which is a pre-paid tuition plan, can help families who have their hearts set on sending their student to a private university.

Within the latest version of the Build Back Better Act, the budget reconciliation bill that contains pending tax reform, there are a few tax surprises worth noting. If you’re trying to prepare, you’ll want to watch this Savant webinar.

As the end of the year draws near, lawmakers in Washington are considering plans to limit “backdoor” and “mega-backdoor” tax saving strategies for certain high-income taxpayers. In September, the House Ways and Means Committee approved changes as a way to fund the $3.5 trillion Build Back Better Act.