Category: Estate Planning

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 »

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5 Probate Avoidance Tips for Business Owners

If you've been in business for long, chances are you've heard at least a few tales of probate problems pla... Read More »

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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 »

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