Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Estate Tax and Gifts

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6 Gifting Tips for Your Estate Plan

November 10, 2017

Fact: people make mistakes in their gift giving. It’s not surprising. The rules on estate planning gifts are tricky. By learning the tricks, though, you can increase the after-tax wealth available to you and your loved ones. Reducing federal estate taxes no longer is the main motivation most of us have for making gifts, because […]


Charitable Gifts: New Rules

April 1, 2007

The Pension Protection Act of 2006 changed the rules for deducting charitable contributions. You need to know these rules or contributions that were deductible in the past will not be deductible on your 2007 return. Cash donations. It used to be that for cash contributions of less than $250, you did not need a receipt […]


How to Make Unlimited Tax-Free Gifts

January 1, 2007

Anyone can make unlimited tax-free gifts. The strategy gets wealth out of your estate, and unlike many other gifts, you can be sure of how the money will be used. The strategy of maximizing tax-free gifts is growing in popularity, especially since the change in Congress makes it unlikely that elimination of the estate tax […]


Why You Must Give Charitable Gifts Early

September 1, 2006

This newsletter long has been a proponent of making estate planning and charitable gifts early, if the giver can afford to. Recently, this approach was endorsed by Warren Buffett, with his widely-publicized plan to give most of his fortune to a series of foundations in coming years. Buffett actually has been behind the curve. The […]


How to Increase the Benefits of Charitable Giving

February 1, 2006

Most charitable gifts are contributions of money or property directly to the charity. But there are other ways to give that provide additional benefits. Some of the charitable giving strategies allow the donor to retain more control than a straight gift. Others provide income for a period of years or can provide payment of a […]


3 Key Gift-Giving Strategies to Consider [And Exceptions]

January 1, 2006

For most people, gift-giving season has come and gone. But for shrewd estate planners, the time to give is just beginning. Family gift giving is part of most estate plans. Gifts primarily are made to minimize estate and gift taxes by removing property from an estate. Estate and gift taxes are based on the value […]


Estate Tax Changes on the Horizon

November 1, 2005

Hurricane Katrina and other factors put on the back burner permanent changes to the estate and gift tax. The plan was to have a permanent change to the estate tax enacted in fall 2005. For now, however, we continue to live with the scheduled phaseout that was enacted in 2001. Under this schedule, taxes will […]


Get a Jump on Charitable Giving

July 1, 2005

Charitable giving tends to be clustered in the last couple of months of the year. But if you want to maximize charitable giving and your after-tax wealth, begin your charitable gift planning now. Instead of rushing the process in the busy year-end period, take the time today to plan the best way to make gifts […]

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