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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
Tag: Trusts & Estates
Estate Planning Pitfall – Your Charitable Gifts Are Unrestricted
If you’re making sizeable donations to charity as part of your estate plan, your good intentions are clear. But how… Read More
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
