Understanding the Gift Tax

Understanding the Gift Tax

by | Jul 10, 2017 | Financial Planning

Most of us will never face taxes related to money or assets we give away.   “How can I avoid the federal gift tax?” If this question is on your mind, you aren’t alone. The good news is that few taxpayers or estates will ever have to pay it. Misconceptions surround...
Important Estate Planning “To-Do’s”

Important Estate Planning “To-Do’s”

by | Jun 5, 2017 | Financial Planning

    Things to check and double-check.                                                                                                                                                               Estate planning is a task that people tend to put off, as any...