The topic of gifting assets is often an important discussion in the world of estate planning. Generally, a main point of gifting is to remove assets from the estate of the donor to avoid potential estate taxes on the asset. … Continue reading
Posted in Estate Planning, Estate Taxes, Gifting, Trusts, Wills
Tagged capital gains, Estate Tax, estate tax planning, Federal Estate Gift Tax, Gifting, lifetime gift, Tax Planning
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Is it still safe for you and your loved one, who has dementia symptoms, to live at home? Are you feeling increasingly isolated and unsafe, but feel there is no place you can turn except the dreaded worst option, the … Continue reading
Last month, I wrote about how young adults should start saving for retirement as soon as possible – and how the Roth IRA is the perfect vehicle for many younger folks. This month, I’ll delve into more details about the … Continue reading