In the intricate world of personal finance, few concepts hold as much potential to safeguard and grow one’s wealth as strategic estate planning. Read more
Gift Taxes
Parents with resources could purchase the property for the child, but that often does not drive the right incentive. How then, do you get the funds to the child in the most responsible and tax-efficient way? Read more
Whether planning as the predecessor or the next generation, having the right processes — and partners — in place will set up the transition for success. Read more
In an effort to keep taxpayers from transferring wealth from one generation to the next tax-free, there are specific limits to the amount of gifts one may give to any one person each year. Read more
An appointment with your estate planning attorney can address any holes that have developed and ensure that everything is in place. Read more
