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 »
Category: Estate Plan
Tags: Estate Plan, Gift Tax, Gifting
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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 »
Tags: Estate Plan, Inheritance
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Don’t Have a Will? Cousin Vinny Could Be Your Kid’s Guardian!
If you do not have a will the state will provide one for you. And if you are married with young children and both parents die who becomes the children... Read More »