The Blog at Wiegand Financial
A big estate tax break is about to shrink
If you hope to leave behind a large chunk of change after you die, you should know about the lifetime exclusion amount. Read more
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How to save your money from the nursing home
"Keep your savings and still qualify for Medicaid!” Sounds great… but how is this actually accomplished? And what is the catch? Read more
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(More Reasons) Why it Sucks to be Rich
A deep dive into some of the financial and legal hassles facing America's "mass-affluent," or upper-middle class Read more
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Why it Sucks to be Rich
A deep dive into some of the financial and legal hassles facing America's wealthiest citizens Read more
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The Basics of Estate Planning
Like many big life events, death involves a lot of paperwork – but estate planning helps to preemptively streamline that process Read more
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The million-dollar gift tax hack!
Many people assume that the “gift tax” is automatically applied to gifts exceeding a certain amount. But this perception is actually false! Read more
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The buzz around Biden’s tax plan
The narrative is that Biden's tax plan will simply increase taxes for the wealthy. That's not an inaccurate takeaway, but it's also pretty simplistic. Read more
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