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FacebookHSAs: Understanding the Health Savings and Estate Planning Benefits
In addition to serving as a viable option to reduce health care costs, a Health Savings Account (HSA) can positively… Read More
Category: Trusts & Estates
Make Your Thoughts Crystal Clear to Your Family
Generally, every estate plan requires a will, but this main attraction may be complemented by other documents, like a letter… Read More
To File or Not to File? A Gift Tax Return Doesn’t Always Have to be Filed.
Now that fewer people are subject to federal gift taxes, because of a generous $11.58 million lifetime gift tax exemption… Read More
Beware of the Generation-Skipping Transfer Tax
Thanks to recent tax law changes, most families can avoid liability for federal estate and gift taxes. However, there’s a… Read More
Failure To Mention a Close Relative in Your Will
Typically, you arrange to leave most of your assets to various family members, including your spouse and children. These dispositions… Read More
