Thoughtful giving can support loved ones, strengthen causes you care about, and become an important part of the legacy you leave. Understanding how gifts fit into your estate plan and what tax considerations may apply can help you give with intention.
Join us for this free webinar as we discuss giving to family and charity, gift tax basics, and when a gift tax return may be required. Learn how planning ahead can help you support the people and causes you care about while creating a legacy that reflects your values.
Ways to give to loved ones during your lifetime.
How charitable gifts can fit into your giving plans.
Gift tax basics to consider before making a gift.
When a gift tax return may be required.
Sign up for our Newsletter
TO RECEIVE UPDATES ON THE LAWLearn More
Visit our dedicated Estate Planning Blog.
Transfer on Death Deeds
Transfer on Death Deeds How Transfer on Death Deeds and Beneficiary Designations Can Alter Your Estate Plan Many people believe that once they sign a will or trust, their estate plan is complete. In reality, later actions such as signing a transfer on death deed or...
Why a College Aged Child Needs a Healthcare Directive and Power of Attorney
Why a College Aged Child Needs a Healthcare Directive and Power of Attorney Why a College Aged Child Needs a Healthcare Directive and Power of Attorney For most of a child’s life, parents naturally take the lead. You schedule doctor appointments, communicate with...
Why Do You Have Two Powers of Attorney in Your Estate Plan
Why Do You Have Two Powers of Attorney in Your Estate Plan? Why Do You Have Two Powers of Attorney in Your Estate Plan? One of the most common questions people ask after signing their estate plan is why they have two powers of attorney. It can feel redundant at first...