A special legal construct for transferring wealth to the next generation while keeping Uncle Sam at bay.
An overview of gift splitting as an estate planning tool for married couples.
A comprehensive understanding of what Gift Tax is, how it works, and its implications.
Understanding how the Gift Tax Return works and its implications for givers.
A trust designed to reduce gift tax when transferring a personal home.
A simple explanation of the Unified Tax Credit and its hilarities.
The unlimited marital deduction allows an individual to transfer an unrestricted amount of assets to their spouse free from tax, making estate and gift taxes as absent as your neighbor’s lawn care on a Saturday!
