Annual Exclusion

The annual exclusion is the amount of property the IRS allows a person to gift to another person during a calendar year before a gift tax is assessed and/or a gift tax return must be filed. The amount increases periodically, and as of 2018, it is set

Inheritance – Keep Yours

Inheritance - Keep Yours

One of the best things you can do for your parents is to help them get their estate planning done.  It will not only give them peace of mind, it will also help you ensure your inheritance.  Smart estate planning calls for both the proper forms and

Inheritance and Estate Planning

Inheritance and Estate Planning

Inheritance and estate planning are too easy to postpone.  Even though life is fragile, we tend to think we will live forever.  You can probably come up with a number of reasons to postpone your estate planning.  I don’t want to hear them. Your parents can probably