How to Support Charitable Goals Through Bequests and Donations
There are tax breaks to be had while you are living and those that can benefit your heirs after you have passed. Knowing which ones w... Read More »
Category: Probate
Tags: Charitable Giving, IRAs, Partial Payout, Planning for the Future, Retirement Planning
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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 »
Tags: Asset Protection, Estate Planning, Estate Planning Lawyer, Estate Tax, Gift Tax, Inheritance, Probate, Probate Attorney, Tax Planning, Trusts and Estates
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Red Flags to Be Aware of When Choosing an Estate Planning Attorney
Most estate planning attorneys go into the practice area because they are ethical and caring individuals who enjoy helping people. However, w... Read More »
Tags: Estate Planning Attorney, Estate Plans, Fraud
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