Citi Personal Wealth Management
Maybe not tomorrow, but the sunset of our historically high estate tax exemptions is coming — and with a shifting political environment in Washington, it could be sooner than you think.
Read More on Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?
Giving to charity can be as simple as writing a check or donating old clothes and furniture. But as you give, you might also be looking to save on taxes and meet estate-planning goals.
Read More on Charitable Giving Can Benefit Tax and Estate Planning
With death comes grief and, as a result, it is easy to make mistakes and miss crucial details after the loss of a loved one. Here are some key items to keep in mind when it comes to death and finances.
Read More on What to Do After a Loved One Dies: 3 Important Steps to Follow