Monday, August 10, 2026 - Broadridge Content

If you have more income than you need and are searching for ways to minimize your taxes, you might consider gifting unneeded income-producing assets to relatives in lower tax brackets. This strategy usually lowers overall taxes and can remove some interest, dividends, and capital gains from your portfolio. If you are interested in gifting, however, you should be aware of the so-called kiddie tax, as well as the federal gift and estate tax rules.

Wednesday, December 31, 2025 - Broadridge Content

Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care:

Tuesday, June 23, 2026 - Broadridge Content

Whether you must file a federal income tax return generally depends on the amount of your gross income.

Wednesday, February 11, 2026 - Broadridge Content

Estate planning is complicated. It becomes even more complex if you're living abroad, particularly if you live in another country permanently but you retain your U.S. citizenship. You'll have to make sure that your estate passes according to your wishes, and you need to know something about your estate tax obligations.

Friday, April 10, 2026 - Broadridge Content

They say you can't take it with you. What they mean is that when you die, you leave all your property behind. After your death, your property is divided into two general categories: (1) probate property and (2) nonprobate property. Probate property is all the property that is passed to your beneficiaries by your will. To be administered, your will may have to go through the probate process, a court-supervised procedure that is public and can be time consuming and sometimes costly; hence the term "probate property." Nonprobate property is property that passes outside the will and thus avoids the probate process. Avoiding the probate process means that the property automatically passes to the recipient at your death, ensuring your privacy, and saving both time and money.

Tuesday, June 23, 2026 - Broadridge Content

Crypto scammers are professional con artists. Here are some red flags to watch out for.

Friday, April 10, 2026 - Broadridge Content

After you die, your estate may have to pay federal gift and estate tax and federal generation-skipping transfer (GST) tax) (together referred to here as estate taxes) on wealth you have given away by will or by intestacy (if you don't have a will) at death (this wealth is referred to as the gross estate). This is one of the largest potential expenses your estate may have to pay. Prudent planning can reduce this expense and ensure that your property goes to your beneficiaries instead of the government. One way you can accomplish this is to reduce the amount of property that will be subject to estate taxes. Understanding what constitutes the gross estate is the first step in formulating a plan that works for you.

Monday, August 10, 2026 - Broadridge Content

The NFT market took off in 2021.

Monday, August 10, 2026 - Broadridge Content

Should you invest in cryptocurrency?

Friday, November 07, 2025 - Broadridge Content

As you prepare for life with your new child, it's time to prepare a new financial plan for your family or make any necessary changes to your existing plan. You'll want to consider how your baby will affect your budget, make sure you have adequate insurance, protect your child's future with a well-thought-out estate plan, and determine how having a child will affect your income taxes.

Monday, August 17, 2026 - Broadridge Content

Back--to-school season has begun, and families are filling their shopping carts with classroom essentials.

Thursday, April 23, 2026 - Broadridge Content

An employee stock ownership plan (ESOP) is a type of qualified defined contribution plan that you can use to help fund your employees' retirement. An ESOP can be a stock bonus plan, or a combination stock bonus plan and money purchase pension plan. ESOPs, and stock bonus plans generally, are unique in that benefits can be paid to participating employees in the form of the employer's company stock.