Category Archives: Wills

To Gift, or Not to Gift

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

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Marriage and Estate Planning

With marriage on my mind (I was just happily married this month), I thought it would be rather fitting to write about marriage and estate planning. Estate planning isn’t just for the baby boomers and people with significant assets. It’s … Continue reading

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