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HomeGifting

Posts in category: Gifting

Elderly woman and her property

Appreciation’s Impact on Your Gifting Strategy

January 3, 2023
by Esther Acosta Estate PlanningGifting

As you revisit your estate plan and consider making alterations heading into 2023, it's important to think about what you intend to pass on to your loved ones and whether or not this triggers additional tax consequences. The appreciation possibility of ...

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Elderly woman and her property

How Can UTMA/UGMA Accounts Be Used For Gifting?

May 24, 2022
by Esther Acosta Estate PlanningGifting

One of the simplest methods of gifting future generations is to establish a custodial account under your state's version of the Uniform Gift to Minors Act or the Uniform Transfer to Minors Act. The primary purpose of these accounts is to allow gifts to be ...

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Deciding What to Gift to Your Kids Is Really a Matter of Trust

June 16, 2021
by Esther Acosta Estate PlanningGifting

One of the cornerstones of estate planning is thinking about how you'll pass on assets to your children. This frequently begins by asking yourself how much should I give and when? These are core questions that get down to the foundation of an issue of tru ...

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Are You Leaving Behind Gifts for Your Loved Ones That Are Difficult to Value?

February 16, 2021
by Esther Acosta Estate PlanningGifting

Many people are interested in taking advantage of their federal lifetime exemption amount as well as gift planning opportunities from year to year, which allow you to give up to $15,000 per person to anyone you choose during a calendar year. Estate pl ...

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Estate Planning

What Is a Gifting Strategy?

December 9, 2020
by Esther Acosta Estate PlanningGiftingTaxes

Taxes are likely to rise in the coming decades, which means you might have to rethink the financial legacy you'll leave behind for your families. Your family could face significant tax burdens if you are not smart about your planning and do so without the ...

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