As fall turns into winter and the holiday season arrives, it’s natural to review the year, plan for the next, and count your blessings. One of the ways to plan for the next year, and perhaps to address some outstanding concerns in this one, is to consider making annual per donee exclusion gifts. This article will explore annual exclusion gifting and demonstrate how gifts of seemingly modest amounts can be a powerful estate planning tool. Read on to learn more.
- Gen X – This One’s for You (Really Every Generation Should Read This) - August 1, 2023
- R-E-S-P-E-C-T Find Out What It Means To…Your Estate Plan - August 1, 2023
- A Real-Life Look at the Application of the Slayer Statute - August 1, 2023