Tag Archives: Estate Planning

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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Bill Wurst Leaves Millions to his Alma Mater MSU

Bill Wurst, a 1959 alumnus in electrical engineering left $4 million to the MSU College of Engineering as a gift from his estate. The gift was design... Read More »

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