Will Your Gift Be Taxed?
Every year, you’re allowed to give another person up to the annual gift tax exclusion—this year $14,000—without reporting the transfer to the IR... Read More »
Category: Trust
Tags: Estate Plan, Gift Tax, Gifting
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Do You Expect an Inheritance to Retire On?
With millions of Americans woefully unprepared financially for retirement, many have come up with a workaround for not putting away a big enough nest ... Read More »
Tags: Estate Plan, Inheritance
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Your Last Words Go Beyond Your Death Bed
If you don’t have a will, you’re not alone. You’re actually in the company of the majority of adult Americans and some decidedly wealthy decease... Read More »
Tags: Estate Plan, Estate Planning, Will
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