Gifts and Gift Giving

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Starting the New Year with Good Estate Planning Gift Giving Strategy

February 1, 2016

Most people wait until late in the year to focus on the gift giving that’s part of their financial and Estate Planning. It’s smarter and shrewder to think about their estate planning giving strategies early in the year and execute gifts through the year to maximize the benefits. The federal estate tax used to drive […]

estate planning

Payoffs from Making Charitable Gifts Now

August 1, 2015

Estate planning often has multiple goals, especially in this era when most people don’t have to worry about federal estate taxes. Estate planning should be coordinated with your income tax planning and your income needs as well as your charitable gift giving plans. These needs and goals should be included in your estate planning along […]

Making Smarter Estate Planning Gifts to Family Members

October 1, 2014

Giving gifts isn’t as easy as one might think. It’s not easy, that is, if you want to maximize the value and impact of your gifts. Watching every gift is the tax man, looking to take a piece of it. Even if your estate isn’t likely to be taxable, you should be looking for ways […]

Estate Planning

When a Gift Tax Return is Required for Estate Planning

November 1, 2013

Don’t think making a tax free gift means a gift tax return isn’t due. The general Estate Planning rule is you need to file a gift tax return for any gift that exceeds the annual gift tax exclusion ($14,000 per recipient in 2013). A gift that exceeds the annual exclusion either reduces your lifetime estate […]

estate planning

Wise Estate Planning Ways to Make Family Gifts

November 1, 2013

We’re entering the traditional gift-giving season. The tax rules still are important. Too many people believe that with the estate tax exemption set at $5 million per person, they don’t need to worry about shrewd, tax-wise ways to give wealth. (The exemption is indexed for inflation; it is $5.25 million in 2013.) They couldn’t be […]

Estate Planning

Don’t Overlook Filing Gift Tax Returns for Your Estate Planning

February 1, 2013

You might need to file a gift tax return for your Estate Planning, even when no taxes are due. It might seem like a technicality, but the IRS penalizes people for not filing returns even when no tax was due. It’s been searching public records in some states, such as real estate title records, and […]

estate plan

Estate Planning Shrewd Gift-Giving Strategies

October 1, 2012

Regular people have been left out of most Estate Planning discussions this year. Estate planners and financial media are pounding the table for people to give away a lot of money by Dec. 31 because of the scheduled end of the $5.12 million estate and gift tax exemption on Jan. 1, 2013. If the expiration […]

estate planning

Maximizing Tax-Free Gifts for Estate Planning

September 1, 2011

Stock prices are down. Real estate still is on the floor in many areas. Family members probably could use some financial help. The estate and gift tax exemptions are higher. Add those facts, and you find this is a great time to do spme Estate Planning and give away assets to loved ones, avoiding estate […]

October 2020:

Congress Comes for your Retirement Money

A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.

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