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 ...
Are You Leaving Behind Gifts for Your Loved Ones That Are Difficult to Value?
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 ...
What Is a Gifting Strategy?
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 ...