The State of The Estate Tax

January 06, 2022

The State of The Estate Tax 2021 was aflutter with drama about the future of the estate and gift tax. Yet despite all the proposals that floated through both chambers of Congress, the estate tax is ending the year right where we started -the only change is to account for inflation. Why was there such… Read more »

Avoid the Estate Tax and Gift Tax and Still Make Lifetime Gifts?

January 26, 2017

How can I avoid the estate tax and gift taxes and still make gifts During my lifetime? Gifts can be categorized as present interest or future interest gifts. A present interest gift means the person receiving it has immediate possession or enjoyment of the gift. A future interest gift is the opposite of a present… Read more »

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