Don’t let the chaos of the holiday season prevent you from avoiding federal gift tax by making “annual exclusion” gifts, medical payments gifts, and educational gifts.
Make Annual Exclusion Gifts
“Annual exclusion” gifts are transfers of money or property in an amount that does not Continue reading →
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area of planning that many people overlook is making sure their mental disability plan is up to date.
Three Areas of Your Mental Continue reading →