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New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
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Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
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In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
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Here are answers to some key questions about required minimum distributions.