Category: Death

Reducing or Eliminating Estate Taxes: Smart Strategies

  Will you be leaving substantial assets to your heirs? Then you are probably concerned about estate taxes and the bite they'll take out of... Read More »

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Your Gift May Have Strings Attached: IRS Form 709

    Technically speaking, whenever you give a gift to someone, you have to follow the gift-tax rules. You don't have to file a gift t... Read More »

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Another Example of Penny-Wise and Pound Foolish Wills

    People who write their own wills, often in an effort to save money, end up leaving a mess when they pass. In many cases, their wishes... Read More »

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